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About
Daniel Oh is a Portfolio Manager at Osterweis Capital Management Inc., where he is responsible for managing fixed income strategies, with an emphasis on investment grade and mortgage-backed securities. Based in New York, he plays a key role in portfolio construction, security selection, and macroeconomic analysis as part of the firm’s fixed income team.
He joined Osterweis in 2018, bringing significant experience to the firm’s fixed income group. Daniel focuses on sectors such as investment grade corporates, mortgage-backed securities (MBS), and areas sensitive to macroeconomic trends, regularly authoring commentary on rate outlooks and sector positioning.
Earlier in his career, Daniel held research and portfolio management roles at leading financial institutions prior to joining Osterweis, though specific details about his previous employers and educational credentials are not publicly available based on current filings. He is recognized for his rigorous analytical approach and has contributed to Osterweis’s reputation in actively managed bond strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Osterweis Capital Management | Portfolio Manager | May 2018 to Present | — |
| Estabrook Capital Management LLC | Head of Fixed Income - Portfolio Manager | Jan 2009 to May 2018 | — |
| Merrill Lynch | Fixed Income Trader - Non-Agency Trading | Oct 2005 to Oct 2008 | — |
| Lehman Brothers | Summer Associate | Jan 2004 to Jan 2004 | — |
| Seneca Financial Group, Inc. | Senior Analyst | Jan 2001 to Jan 2003 | — |
| Morgan Stanley | Analyst | Jan 1998 to Jan 2001 | — |
Education
Columbia University in the City of New York
University of Michigan - Stephen M. Ross School of Business
Others at Osterweis Capital Management Inc. (18)
| Name | Role | Location |
|---|---|---|
A Andrew Chang | Analyst | San Francisco, CA , United States |
 | Portfolio Manager | Orinda, CA , United States |
B Bradley Kane | Assistant Portfolio Manager | San Francisco, CA , United States |
 | Partner and Portfolio Manager | CA , United States |
G Greg Hermanski | Portfolio Manager | CA , United States |
J Jamie Wolf | Investment Research Analyst, Osterweis Opportunity | Los Angeles, CA , United States |
J Jasmine Shen | Senior Research Analyst | CA , United States |
 | Portfolio Manager of the Osterweis Total Return Fund (OSTRX) | Burlingame, CA , United States |
 | Vice President and Director of Performance and Analytics | San Francisco, CA , United States |
M Matthew Unger | Small Cap Growth Analyst | United States |
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