Osterweis Capital Management

Team

Pamela S. Nichter

Vice President, Chief Operating Officer & Chief Financial Officer

Pam Nichter attended Cabrillo College in Aptos, CA.

Ms. Nichter was one of the founding employees of Osterweis Capital Management in April of 1983. Ms. Nichter began her career at E.F. Hutton & Company, Inc. She has been employed by Osterweis Capital Management since its inception, with the exception of three years during which she spent producing and marketing maple syrup and other specialty foods on her farm in Vermont.

Ms. Nichter currently serves as a Trustee of Berkeley Repertory Theatre and a Director of Marin Summer Theater.

Ms. Nichter is a principal of the firm. She oversees the firm’s operations, compliance, financial, technology, client service, marketing and human resources functions.

Catherine C. Halberstadt

Vice President & Director of Operations

Cathy Halberstadt graduated from the University of San Francisco (B.S. in Business Administration).

Prior to joining Osterweis in 1994, Ms. Halberstadt worked in the Treasury Department at Westamerica Bank from 1990 to 1994 as an Investment Operations Specialist.

Ms. Halberstadt is a principal of the firm and oversees the operations of the firm.

John F. Tavernetti

Vice President & Chief Compliance Officer

John Tavernetti graduated from the University of California, Santa Barbara (B.A. in Political Science).

Prior to joining Osterweis Capital Management in 2005, Mr. Tavernetti served as Vice President and Senior Compliance Officer at RCM Capital Management, LLC, a member of Allianz Global Investors. From 1996 to 1999 he worked for Montgomery Asset Management, LLC, in San Francisco, first as a mutual fund Marketing Specialist and then as a Compliance Officer.

Mr. Tavernetti is a principal of the firm and supervises all regulatory and legal compliance issues with respect to the firm and its employees.

William H. Ginchereau

Director of Information Technology

Bill Ginchereau has devoted 20 years of his career to the implementation of technology for investing firms. Before joining Osterweis Capital Management in 1998, Mr. Ginchereau was the Assistant Vice President for Information Technology at the Oppenheimer Funds. Mr. Ginchereau also served as the Assistant Vice President for Information Technology at the Rochester Funds, where he provided technology solutions through the firm’s rapid growth until it joined the portfolio of the Oppenheimer Funds in 1995.

From 1996 to 1998, Mr. Ginchereau shared his expertise in business technology as a contributing writer and researcher for the well known industry newsweekly InfoWorld. At InfoWorld, he served as Senior Analyst in the publication’s test labs and authored articles on emerging technologies and business strategies for IT professionals.

Mr. Ginchereau attended the Rochester Institute of Technology, where he studied physics and computer science.

Lisa R. Campos

Controller

Lisa Campos graduated from Southeastern Louisiana University (B.S. in Accounting) and Golden Gate University, (M.S. in Taxation) and is a licensed CPA.

Prior to joining Osterweis Capital Management in 2001, Ms. Campos was the Controller for a venture capital firm in Sausalito, CA. Prior to that, she served as Accounting Manager for four years with a multi-national corporation in San Francisco, CA and was a Senior Accountant with a CPA firm located in Long Beach, CA where she worked for seven years.

Ms. Campos is responsible for the firm’s corporate accounting department.

Megan B. Stermer

Director of Human Resources and Office Services

Megan Stermer graduated from San Francisco State University (B.A. in Theatre Arts). She attended John Jay College of Criminal Justice in New York City, working on a degree in Forensic Psychology before deciding to return to San Francisco in late 1998.

Prior to joining Osterweis in 2005, Ms. Stermer worked at A.T. Kearney (a management consulting firm) in both their New York and San Francisco offices from 1996 to 2005, as a Human Resources Specialist.

Ms. Stermer oversees the human resources and office services functions of the firm.

Jennifer Allison (CIPM)

Director of Performance and Analytics

Jennifer Allison graduated from Trinity University (B.A., cum laude, in Business Administration and French). Ms. Allison is a CIPM certificate holder, holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. She is also currently a member of the GIPS’ Interpretations Subcommittee.

Prior to joining Osterweis Capital Management in 2007, Ms. Allison was an Assistant Vice President & Performance Manager at Highmark Capital Management. Before that she held performance positions at Montgomery Asset Management and State Street Bank and Trust Company.

Ms. Allison is responsible for overseeing OCM’s performance and analytics team.