Co-President, Co-Chief Executive Officer, Chief Investment Officer – Strategic Income & Managing Director – Fixed Income
Carl Kaufman graduated from Harvard University (B.A. in Music, cum laude) 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. Before that, he spent nineteen years with Merrill Lynch in their Institutional Sales office, specializing in convertible bond and equity research sales and trading.
Mr. Kaufman is responsible for the President and CEO functions related to the firm’s investment matters and is a member of the firm’s Management Committee. He is a principal of the firm and the lead Portfolio Manager for the strategic income strategy, which he has managed since its inception in 2002. He is also the Managing Director of Fixed Income and a lead Portfolio Manager for the flexible balanced strategy.