Vice President, Portfolio Analyst & Trader

Adam Slavin, a partner at Osterweis, is a Portfolio Analyst and Trader. He works closely with portfolio managers and our Private Client group to facilitate the portfolio management process. Additionally, in his role as a Trader, he helps ensure that client transactions are executed in a timely and efficient manner.

Prior to joining Osterweis Capital Management in 2010 as a Performance Analyst, Adam was first a Senior Fund Accountant and then a Senior Associate and Supervisor at State Street Bank, where he oversaw the daily operations of fund accounting, monitored and reported performance to clients, and oversaw the setup of new funds.

Adam serves on the board of the San Francisco Securities Traders Association (SFSTA). Through this experience, he has strengthened relationships with others on the sell side of the business, as well as learned from others on the buy side.

Adam graduated from California State University Sacramento with a B.S. in Business Finance. Outside of his professional life, Adam enjoys golf and other fitness activities.