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Team

Core Equity

John Osterweis John Osterweis

John Osterweis

Founder, Chairman & Co-Chief Investment Officer – Core Equity

Gregory Hermanski Gregory Hermanski

Gregory Hermanski

Co-Chief Investment Officer – Core Equity

Nael Fakhry Nael Fakhry

Nael Fakhry

Co-Chief Investment Officer – Core Equity

Jasmine Shen, CFA Jasmine Shen, CFA

Jasmine Shen, CFA

Senior Research Analyst – Core Equity

Small Cap Growth

James Callinan, CFA James Callinan, CFA

James Callinan, CFA

Chief Investment Officer – Small Cap Growth

Matt Unger, CFA Matt Unger, CFA

Matt Unger, CFA

Vice President & Portfolio Manager - Small Cap Growth

Bryan Wong, CFA Bryan Wong, CFA

Bryan Wong, CFA

Vice President & Portfolio Manager - Small Cap Growth

Jamie Wolf, CFA Jamie Wolf, CFA

Jamie Wolf, CFA

Research Analyst - Small Cap Growth

Strategic Income

Carl Kaufman Carl Kaufman

Carl Kaufman

Co-President, Co-Chief Executive Officer, Chief Investment Officer – Strategic Income & Managing Director – Fixed Income

Bradley Kane Bradley Kane

Bradley Kane

Vice President & Portfolio Manager – Strategic Income

Craig Manchuck Craig Manchuck

Craig Manchuck

Vice President & Portfolio Manager – Strategic Income

John Sheehan, CFA John Sheehan, CFA

John Sheehan, CFA

Vice President & Portfolio Manager – Strategic Income

Trading

Thomas Davidson Thomas Davidson

Thomas Davidson

Vice President & Director of Equity Trading

Adam Slavin Adam Slavin

Adam Slavin

Vice President, Portfolio Analyst & Trader

Account Access

Current Thinking

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Quarterly Webinar Replay

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Perspective

Roth IRAs and Roth Conversions

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Reading the Tea Leaves (Ep. 3) – 2025 Policy and the Economy

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References to other mutual funds should not be considered an offer of those securities.