Scott Lee - Email & Phone Number

Head Of Distribution at Osterweis Capital Management

Scott Lee is based out of San Mateo, California, United States and works at Osterweis Capital Management as Head Of Distribution.

Scott Lee's Contact Information

Scott Lee's Work email

s*****@osterw***.com

Valid

Latest update

October 13, 2025

Location

San Mateo, California, United States

Scott's current employer

Osterweis Capital Management

Description

Osterweis Capital Management was founded to manage assets for individuals, families, endowments, and institutions. Now entering our fourt...

Website

osterweis.com

HQ Location

San Francisco, California, United States

Number of employees

51-200

Industry

Investment Management

Latest update

May 1, 2024

Read about Osterweis Capital Management

Frequent questions about Scott Lee

What company is Scott Lee working for?

Scott Lee works for Osterweis Capital Management.

What is Scott Lee's function at Osterweis Capital Management?

Scott Lee is Head Of Distribution at Osterweis Capital Management.

Where is Scott Lee based?

Scott Lee is based out of San Mateo, California, United States.

What is Scott Lee's work email address?

Scott Lee's professional email address is s*****@osterw***.com

Who are Scott Lee's co-workers?

Scott Lee's colleagues are Catherine Halberstadt, Megan Stermer, Kim Tagle, Christopher Zand, Paige Uher, Carl Kaufman, William Ginchereau, Adam Slavin, Dorothy Militar, Lisa Campos, Sharon Sintchak, Greg Hermanski, Michelle Swager, Joshua DeBiasse, Sean Ryan, Mark Schug, Cecilia D'Ambrosio, Marianne Moser, Genna Ross, Tracy Jacks, Jim O'Grady, Daniel Oh, Marcus Moore, John Tavernetti, Nael Fakhry, Bryan Wong, John Sheehan, Jim Callinan, Venk Reddy, Matt Unger, Tyler Voss, Larry Cordisco, Andrew Chang.

Scott's co-workers

Catherine Halberstadt

Co-President and Co-CEO

Megan Stermer

Vice President, Director of Human Resources & Administraton

Kim Tagle

Vice President, Director of Finance & Controller

Christopher Zand

Vice President, Director of Private Client Group

Paige Uher

Principal and Vice President, Business Development

Carl Kaufman

William Ginchereau

Vice President & Director of Information Technology

Adam Slavin

Vice President, Portfolio Analyst & Trader

Dorothy Militar

Director of Operations

Lisa Campos

Director of Finance

Sharon Sintchak

Director of Client Relations

Greg Hermanski

Co-CIO and Co-Lead Portfolio Manager Core Equity

Michelle Swager

Director of Communications & Marketing

Joshua DeBiasse

Manager of Information Technology

Sean Ryan

Regional Investment Consultant

Mark Schug

Regional Investment Consultant

Cecilia D'Ambrosio

Executive Assistant

Marianne Moser

Financial Services Professional

Genna Ross

Assistant Controller

Tracy Jacks

Communications & Marketing Manager

Jim O'Grady

Senior Performance Analyst

Daniel Oh

Portfolio Manager

Marcus Moore

Assistant Portfolio Manager

John Tavernetti

Chief Compliance Officer

Nael Fakhry

Co-Chief Investment Officer - Core Equity

Bryan Wong

Partner and Portfolio Manager

John Sheehan

Portfolio Manager of the Osterweis Total Return Fund (OSTRX)

Jim Callinan

Chief Investment Officer, Emerging Growth Equities

Venk Reddy

Partner, Chief Investment Officer - Sustainable Credit Strategies

Matt Unger

Portfolio Manager/Analyst - Small Cap Growth

Tyler Voss

Regional Investment Consultant

Larry Cordisco

Co-Chief Investment Officer - Core Equity

Andrew Chang

Analyst

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