James O'Grady

James O'Grady is a Senior Performance Analyst at Osterweis Capital Management Inc. in San Francisco, CA, where he oversees performance measurement and analysis for the firm's diverse investment products, including separately managed accounts and mutual funds. His role is focused on delivering actionable insights for portfolio managers and clients, ensuring accurate performance reporting and risk assessment across all asset classes managed by the firm.

With more than a decade of financial industry experience, O'Grady specializes in performance analytics and portfolio accounting. Before joining Osterweis in 2013, he was a Portfolio Accountant at Insight Capital Research & Management, and previously contributed as a Project Specialist in economic development research at California State University, Chico. His expertise spans equity and fixed income strategies, assisting in the evaluation and optimization of the firm’s investment offerings, particularly for high net worth individuals, foundations, and endowments.

O'Grady holds an MBA with a concentration in Finance from Saint Mary's College of California, as well as dual Bachelor's degrees in Economics and Marketing from California State University, Chico. He is recognized for his rigorous analytical approach and commitment to enhancing portfolio performance, and has played a key role in refining internal processes for reporting and analysis within the investment management sector.