Vice President & Manager of Trade Support and Portfolio Analyst
Erik Welke, a partner at Osterweis, is responsible for managing the firm’s trading system as well as corporate actions processes and assists with portfolio analysis. He enjoys working with financial data, problem-solving, and improving workflows.
Prior to joining Osterweis Capital Management in 2007, Erik served as an Investment Operations Analyst at MyVest Corporation. Before that, he was the Senior Corporate Actions Analyst at Dresdner RCM Global Investors. Earlier in his career, Erik held positions as a Mutual Fund Accountant at Wells Fargo and as a Portfolio Administrator at Insight Capital Research and Management.
Erik graduated from the University of California, San Diego with a B.A. in Political Science and holds a graduate certificate in Financial Planning from Golden Gate University. Outside of his professional life, Erik enjoys playing guitar, mountain biking in the hills of Marin County, surfing, and playing pickleball.
