Catherine Halberstadt
Co-President & Co-Chief Executive Officer
Catherine Halberstadt serves as the firm’s Co-President & Co-CEO. In that role she is responsible for overseeing functions related to the firm’s non-investment matters including Operations, Compliance, Finance, Technology, Client Relations, Business Development, Marketing, and Human Resources. Catherine is also an integral part of the firm’s Management Committee. She focuses on strategic planning and operational excellence to ensure our clients experience the highest level of service.
She joined Osterweis in 1994 as part of the Operations team. Since then, she has progressively assumed more responsibility at the firm, including in the roles of Chief Operating Officer and Chief Financial Officer. Prior to joining Osterweis, Catherine worked in the Treasury Department at Westamerica Bank.
Catherine graduated from the University of San Francisco (B.S. in Business Administration). She has served on the Board of Governors for the Investment Adviser Association (IAA) since 2020. Outside of work, she enjoys water and snow sports such as sailing, surfing, and snowboarding. She also loves to cook, spend time with family, travel, read, and listen to podcasts.
