Vice President, Chief Operating Officer & Chief Financial Officer

Cathy Halberstadt graduated from the University of San Francisco (B.S. in Business Administration).

Ms. Halberstadt joined Osterweis in 1994 as part of the operations team. Since then, she has progressively assumed more responsibility at the firm, most recently in the role of Co-Chief Operating Officer and Co-Chief Financial Officer. Effective April 2015, Ms. Halberstadt assumed the role of Chief Operating Officer & Chief Financial Officer. Prior to joining Osterweis, Ms. Halberstadt worked in the Treasury Department at Westamerica Bank as an Investment Operations Specialist.

Ms. Halberstadt is a principal of the firm and oversees the firm’s operations, compliance, finance, technology, client relations, business development, marketing and human resources functions.

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