Last Update

2014-04-08T00:00:00.000Z

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Wrong Zachary Perry?

Mr. Zachary W. Perry CFA

Vice President, Osterweis Capital Management

Summer Search

HQ Phone: (415) 362-0500

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Summer Search

500 Sansome Street Suite 350

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 (212)

Background Information

Employment History

PM: Ag, Chems, Industrials, Biotech, Tech (SaaS, Internet, Semis, Sftwr)

Osterweis Capital Management LLC

CFA, Vice President

Franklin Templeton Investments Corp.

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)


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www.summersearch.org [cached]

Zachary Perry, Director Vice President, Osterweis Capital Management


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www.www.summersearch.org [cached]

Zachary Perry Vice President, Osterweis Capital Management


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.


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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