Vice President and Senior Relationship Manager
Bill O’Leary graduated from Franklin & Marshall College (B.A. in English).
Prior to joining Osterweis Capital Management in 2012, Mr. O’Leary was a Managing Director at Morgan Stanley in the Institutional Client Relationship Group. During his 32 years with Morgan Stanley, he managed their institutional equity business in San Francisco and their institutional equity and syndicate sales departments in New York. Prior to that, he was a Vice President at Blyth Eastman Dillon.
Mr. O’Leary is a Trustee Emeritus of The Governors Academy, a member of the Leadership Counsel of Franklin & Marshall College and Vice Chairman of the Corporate Gifts Committee for the San Francisco Symphony. He is a member of the American Enterprise Institute Northern California Scholarship group.
Mr. O’Leary is a principal of the firm and is responsible for developing long-term relationships and supporting the needs of our clients.