Profil
Mr. James L.
Callinan, CFA MBA, is a Chief Investment Officer at Osterweis Capital Management, Inc. He is also a Principal of the firm and responsible for the emerging growth strategy.
Prior to joining Osterweis Capital Management in 2016, he was the CEO of Callinan Asset Management and Portfolio Manager of the Emerging Growth Partners, LP.
Before that, Mr. Callinan was Co-Founder & Chief Investment Officer at RS Investments and founded the RS Concentrated Small Cap Growth investment strategy.
He also co-founded the RS Growth Group LLC at Robertson Stephens Investment Management in 1996.
He began his career at Putnam Investments as an Equity Research Analyst in 1987.
Mr. Callinan received his Bachelor of Arts in Economics from Harvard College, a Master of Science in Accounting from New York University and MBA from Harvard Business School.
He holds the Chartered Financial Analyst designation.
Postes actifs de Jim Callinan
| Sociétés | Poste | Début |
|---|---|---|
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis takes a fundamental approach to investing. The firm's investment strategies focus on equity securities, fixed income securities, and various combinations thereof. They search for investments with acceptable downside risk and underappreciated growth potential. Osterweis combines top-down and bottom-up analysis with a search for opportunistic ideas to construct their portfolios. | Directeur en chef des Investissements | 01/01/2016 |
Anciens postes connus de Jim Callinan
| Sociétés | Poste | Fin |
|---|---|---|
RS Investment Management Co. LLC
RS Investment Management Co. LLC Investment ManagersFinance RS Investments provides investment advice to separately managed accounts and pooled investment vehicles across a range of investment strategies and styles. The firm offers value strategies, growth strategies, emerging markets, and international developed markets. In addition, they oversee the management of various fixed income strategies and a natural resources strategy (offered through the RS mutual funds). Sub-advisers manage the day-to-day investment programs of these strategies. | Directeur en chef des Investissements | 01/01/2010 |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Analyst-Equity | 01/01/1994 |
Formation de Jim Callinan
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis takes a fundamental approach to investing. The firm's investment strategies focus on equity securities, fixed income securities, and various combinations thereof. They search for investments with acceptable downside risk and underappreciated growth potential. Osterweis combines top-down and bottom-up analysis with a search for opportunistic ideas to construct their portfolios. | Finance |
RS Investment Management Co. LLC
RS Investment Management Co. LLC Investment ManagersFinance RS Investments provides investment advice to separately managed accounts and pooled investment vehicles across a range of investment strategies and styles. The firm offers value strategies, growth strategies, emerging markets, and international developed markets. In addition, they oversee the management of various fixed income strategies and a natural resources strategy (offered through the RS mutual funds). Sub-advisers manage the day-to-day investment programs of these strategies. | Finance |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Finance |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















