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Wrong Zachary Perry?

Mr. Zachary W. Perry CFA

Director, Vice President, Osterweis Capital Management

Summer Search

HQ Phone: (415) 362-0500

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Summer Search


San Francisco, California 94111

United States

Company Description

Summer Search is a leadership development program with a unique commitment to providing ongoing and long-term support for low-income high school students. Founded in San Francisco in 1990, Summer Search now operates seven offices nationwide helping to pla ... more

Find other employees at this company (204)

Background Information

Employment History

Principal and Portfolio Manager

Osterweis Capital Management LLC

CFA, Vice President

Franklin Templeton Investments Corp.


CFA Society of San Francisco

Vine Street Capital Management LLC




Princeton University


The Wharton School at the University of Pennsylvania

Web References (14 Total References)

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Zachary Perry, Director Vice President, Osterweis Capital Management

board [cached]

Zachary Perry Vice President, Osterweis Capital Management

The Vine Street Team [cached]

Zack Perry

Zack Perry, CFA
Zack Perry is a founding partner of Vine Street Capital Management, LLC.
Prior to starting Vine Street, Zack spent 19 years in the investment management business. The first 13 years were at Franklin Templeton as an Analyst and Portfolio Manager. For 10 of those years he managed a successful small cap product, growing assets from $10 million to over $1 billion through strong performance. After Franklin Templeton, Mr. Perry was a Principal and Portfolio Manager at Osterweis Capital Management.
Zack earned an MBA from The Wharton School at the University of Pennsylvania and a BA in Psychology from Princeton University. He has been designated a CFA charter holder and is a member of the CFA Society of San Francisco.
Zack currently serves on the San Francisco board of Summer Search, a non-profit organization focused on supporting at-risk youth to fulfill their potential as individuals and leaders in their communities.

Osterweis Fund : Team | Osterweis Capital Management [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.

Equity | Osterweis Capital Management [cached]

Zachary W. Perry

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