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Erik Welke
Manager of Trade Support and Portfolio Analyst at Osterweis Capital Management Inc.
About
Erik Welke currently serves as Vice President & Manager of Trade Support and Portfolio Analyst at Osterweis Capital Management Inc. Based in Novato, CA, he oversees the firm's trading systems, manages corporate actions processes, and assists with portfolio analysis, playing a key role in optimizing financial operations and workflow management for both institutional and private client portfolios.
His expertise spans trade operations, portfolio accounting, and corporate actions, with direct involvement in supporting trading and portfolio management across various asset classes including equities, fixed income securities, and mutual funds. Prior to joining Osterweis in 2007, Erik held roles as Investment Operations Analyst at MyVest Corporation, Senior Corporate Actions Analyst at Dresdner RCM Global Investors, Mutual Fund Accountant at Wells Fargo, and Portfolio Administrator at Insight Capital Research and Management.
Erik holds a Bachelor of Arts in Political Science with a minor in Economics from the University of California, San Diego, and earned a Graduate Certificate in Financial Planning from Golden Gate University. He is recognized for his financial data management expertise and commitment to workflow improvement within trade support and portfolio analytics, contributing to the firm's operational excellence and robust investment management processes.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Osterweis Capital Management | Manager of Trade Support and Portfolio Analyst | Sep 2017 to Present | Duties expanded to include: • Client investment portfolio analysis & equity trade/order creation • Mutual fund trading |
| Osterweis Capital Management | Operations Specialist, Manager of Trade Support | Apr 2007 to Sep 2017 | Multi-hatted operations manager for private buy-side investment firm. Responsibilities include: • System Administrator / Product Expert and end-user support for Charles River Development trading & co... |
| MyVest | Operations Analyst | Feb 2003 to Apr 2007 | Part of a small, experienced team creating a state-of-the-art operations department for a new online investment management company. Responsibilities/achievements include: • Extensive work with IT pro... |
| RCM Global Investors | Senior Corporate Actions Analyst | Feb 1997 to Feb 2003 | Responsible for the entire corporate action process in connection with assets (domestic/foreign equities and fixed income) managed by the firm’s San Francisco office. Responsibilities/achievements in... |
| Wells Fargo | Mutual Fund Accountant | Jun 1995 to Jan 1997 | Primary accountant for several stock index, money market and sweep funds, as well as business retirement plans (401k). Highlights included: • Providing fund managers with data necessary for the inves... |
| Insight Capital Research & Management | Portfolio Administrator | Oct 1993 to Jun 1995 | Responsible for equity trading, assisting with stock research and client servicing. • Placing trade orders for client portfolio groups with securities brokers • Handling client queries regarding their... |
Education
University of California, San Diego
Bachelor of Arts (B.A.), Political Science, minor in Economics
Golden Gate University
Graduate Certificate in Financial Planning (requirement for CFP examination)
Skills & Expertise
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 |
 | Portfolio Manager | New York, NY , 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 |
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| Name | Role | Fund | Location |
|---|---|---|---|
 | President | Violich Capital Management, Inc. | San Francisco, CA , United States |
 | Portfolio Manager and Research Analyst | Violich Capital Management, Inc. | San Francisco, CA , United States |
