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2014-08-20T00:00:00.000Z

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Wrong Zachary Perry?

Mr. Zachary Perry W. CFA

Security Analyst

Osterweis Capital Management LLC

Direct Phone: (415) ***-****       

Email: z***@***.com

Osterweis Capital Management LLC

1 Maritime Plz # 800

San Francisco, California 94111

United States

Company Description

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 to over $9 billion in assets under manage... more

Find other employees at this company (63)

Background Information

Employment History

Director, Vice President, Osterweis Capital Management
Summer Search

Vice President and Portfolio Manager and Research Analyst
Franklin Advisers , Inc.

Affiliations

Member
CFA Society of San Francisco

Education

BA
Psychology
Princeton University

MBA

The Wharton School at the University of Pennsylvania

Web References (32 Total References)


Equity | Osterweis Capital Management

www.osterweis.com [cached]

Zachary W. Perry


Osterweis Fund : Team | Osterweis Capital Management

www.osterweis.com [cached]

Zachary W. Perry

Vice President & Portfolio Manager
Zack Perry graduated from Princeton University (B.A. in Psychology) and The Wharton School at the University of Pennsylvania (M.B.A.). Mr. Perry holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.
Prior to joining Osterweis Capital Management in 2008, Mr. Perry was a Vice President and Equity Portfolio Manager at Franklin Templeton Investments, where he managed the small cap separate account portfolios for over nine years and conducted equity research as a small cap generalist. Throughout his tenure at Franklin, Mr. Perry covered several industries including Technology, Communications and Industrial & Lab Instrumentation. He began his career at Franklin in 1995 and took over responsibility of the small cap separate accounts in 1999, eventually becoming a Vice President.
Mr. Perry is a principal of the firm and a Portfolio Manager for the equity strategy.


Flexible Balanced | Osterweis Capital Management

www.osterweis.com [cached]

Zachary W. Perry


Investment Team | Osterweis Capital Management

www.osterweis.com [cached]

Zachary W. Perry

Vice President & Portfolio Manager
Zack Perry graduated from Princeton University (B.A. in Psychology) and The Wharton School at the University of Pennsylvania (M.B.A.). Mr. Perry holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.
Prior to joining Osterweis Capital Management in 2008, Mr. Perry was a Vice President and Equity Portfolio Manager at Franklin Templeton Investments, where he managed the small cap separate account portfolios for over nine years and conducted equity research as a small cap generalist. Throughout his tenure at Franklin, Mr. Perry covered several industries including Technology, Communications and Industrial & Lab Instrumentation. He began his career at Franklin in 1995 and took over responsibility of the small cap separate accounts in 1999, eventually becoming a Vice President.
Mr. Perry is a principal of the firm and a Portfolio Manager for the equity strategy.


Strategic Investment Fund : Team | Osterweis Capital Management

www.osterweis.com [cached]

Zachary W. Perry

Vice President & Portfolio Manager
Zack Perry graduated from Princeton University (B.A. in Psychology) and The Wharton School at the University of Pennsylvania (M.B.A.). Mr. Perry holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.
Prior to joining Osterweis Capital Management in 2008, Mr. Perry was a Vice President and Equity Portfolio Manager at Franklin Templeton Investments, where he managed the small cap separate account portfolios for over nine years and conducted equity research as a small cap generalist. Throughout his tenure at Franklin, Mr. Perry covered several industries including Technology, Communications and Industrial & Lab Instrumentation. He began his career at Franklin in 1995 and took over responsibility of the small cap separate accounts in 1999, eventually becoming a Vice President.
Mr. Perry is a principal of the firm and a Portfolio Manager for the equity strategy.

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