Presenter

Carl Kaufman

Vice President / Portfolio Manager, Osterweis Capital Management

Carl Kaufman was born in Cambridge, MA in 1956. He graduated from Harvard University (B.A. in Music, cum laude, 1977), and attended the New York University Graduate School of Business Administration. Prior to joining Osterweis Capital Management in 2002, Mr. Kaufman was a senior member of the convertible bond team at Robertson Stephens, where he focused on technology and biotech securities. Prior to that, he spent nineteen years with Merrill Lynch, in their Institutional Sales office, specializing in convertible bond and equity sales and trading. Mr. Kaufman did a two-year internship in New York City with Merrill Lynch where he was involved in securities analysis, asset management, operations, pension plan marketing, corporate finance and equity trading. Mr. Kaufman is the Portfolio Manager in charge of fixed income strategy. He currently resides in San Francisco with his wife, Martha, and their daughter, Emma.

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