Osterweis Capital Management
Robert Stilwell has a diverse financial services background, currently working in Trade Operations at Osterweis Capital Management since January 2023 and serving as an Investment Operations Specialist at Morgan Stanley since July 2021. Previously, Robert spent over a decade at Bank of America, advancing from Trade Operations Analyst to Officer - Senior Operations Analyst from 2005 to 2022. Robert's earlier experience includes various roles at Freedom Capital Management, where responsibilities ranged from Fixed Income Analyst/Trader to Assistant Portfolio Manager. Robert holds a Bachelor's degree in Finance from Bridgewater State University, completed in 1990.
This person is not in any offices
Osterweis Capital Management
Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S. Osterweis to serve the portfolio management needs of high net worth individuals, foundations and endowments. Since then, the firm has grown, providing investment management services through various products including separately managed accounts and mutual funds. As an independently owned firm, Osterweis enjoys the autonomy necessary to keep its clients' interests at the forefront. The Osterweis Funds are available by prospectus only. The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other important information about the Funds. You may obtain a summary or statutory prospectus by calling toll free at (866) 236-0050, or by visiting www.osterweis.com/statpro. Please read the prospectus carefully before investing to ensure the Fund is appropriate for your goals and risk tolerance. Mutual fund investing involves risk. Principal loss is possible. Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC