Vice President & Manager of Trade Support and Portfolio Analyst
Prior to joining Osterweis Capital Management in 2007, Erik Welke was an Investment Operations Analyst at MyVest Corporation and before that served as the Senior Corporate Actions Analyst at Dresdner RCM Global Investors. Previously, Mr. Welke was a Mutual Fund Accountant at Wells Fargo and Portfolio Administrator at Insight Capital Research and Management.
He is a principal of the firm and is responsible for the firm’s trading system, as well as corporate actions.
Mr. Welke graduated from the University of California, San Diego (B.A. in Political Science) and holds a graduate certificate in Financial Planning from Golden Gate University.