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This profile was last updated on 8/20/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Zachary W. Perry

Wrong Zachary W. Perry?

Vice President and Portfolio Mana...

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,...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • M.B.A.
    The Wharton School at the University of Pennsylvania
  • B.A. , Psychology
    Princeton University
13 Total References
Web References
Osterweis Fund : Team | Osterweis Capital Management
www.osterweis.com, 11 Mar 2014 [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.
board
www.summersearch.org, 8 April 2014 [cached]
Zachary Perry, Director Vice President, Osterweis Capital Management
Zachary W. Perry ...
www.osterweiscapital.com, 1 Mar 2014 [cached]
Zachary W. Perry
John Osterweis leads the same team ...
www.mutualfundobserver.com, 1 May 2011 [cached]
John Osterweis leads the same team (Matthew Berler, Carl Kaufman, Stephen Moore, Alexander (Sasha) Kovriga, Gregory Hermanski, Simon Lee and Zachary Perry) that manages Osterweis Fund (OSTFX).
Zack Perry, Osterweis ...
www.summersearch.org, 18 Nov 2010 [cached]
Zack Perry, Osterweis Capital Management
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