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JW

Jamie Wolf

Investment Research Analyst, Osterweis Opportunity at Osterweis Capital Management Inc.

Los Angeles, CA , United States

About

Jamie Wolf, CFA, serves as an Investment Research Analyst for the Osterweis Opportunity strategy at Osterweis Capital Management, based in Los Angeles, CA. In this capacity, he plays a central role in identifying and analyzing small cap companies with strong growth potential, with a particular emphasis on the Consumer sector. Jamie's approach is distinguished by on-the-ground research and a disciplined focus on rapid revenue and profit growth within emerging industries and high-quality niches.

Prior to joining Osterweis Capital Management in 2023, Jamie was an Equity Research Analyst at Invesco US, where he covered small, mid, and large cap companies, primarily in the Consumer sector. His investment expertise includes equity research across various market capitalizations, with a consistent focus on identifying innovative growth companies poised for significant expansion.

Jamie holds an MBA from the UCLA Anderson School of Management and a B.A. in Chemistry and Economics from Franklin & Marshall College. A CFA charterholder, he is also a member of the LA CFA Society and the American Chemical Society, exemplifying a commitment to both professional and academic excellence in the investment industry.

Career History

OrganizationRoleDate RangeDetails
Osterweis Capital ManagementInvestment Research Analyst, Osterweis OpportunitySep 2023 to Present
Invesco USEquity Research AnalystJul 2021 to Sep 2023
Consumer Analyst
Invesco USEquity Research Analyst MBA InternJun 2020 to Sep 2020
Equity Research Intern for Invesco US Domestic Equity Team.
The Haverford Trust CompanySenior Research AnalystAug 2018 to May 2019
The Haverford Trust CompanyResearch AnalystAug 2013 to Aug 2018

Education

UCLA Anderson School of Management

Master of Business Administration - MBA

Franklin & Marshall College

B.A., Chemistry; Economics

Skills & Expertise

MBA
Teaching
Retail
Educational Leadership
Research
Store Management
Statistics
Microsoft Excel
Data Analysis
Investments
Quantitative Research
Qualitative Research
French
Economics
Analytical Skills
Equity Research
Stata
Public Speaking
Higher Education
Student Affairs
Finance
PowerPoint
Tutoring
Student Development
Equities
FactSet
Industry Research
Investment Management
Financial Analysis
Buy Side
Relative Value
Qualitative and Quantitative Research Methodologies
Regulatory Filings
Equity Research Analysis
Teamwork
Leadership
Financial Modeling

Others at Osterweis Capital Management Inc. (18)

NameRoleLocation
A
Andrew Chang
AnalystSan Francisco, CA , United States
Bradley K
Bradley K
Portfolio ManagerOrinda, CA , United States
B
Bradley Kane
Assistant Portfolio ManagerSan Francisco, CA , United States
Bryan Wong
Bryan Wong
Partner and Portfolio ManagerCA , United States
Daniel Oh
Daniel Oh
Portfolio ManagerNew York, NY , United States
G
Greg Hermanski
Portfolio ManagerCA , United States
J
Jasmine Shen
Senior Research AnalystCA , United States
John Sheehan
John Sheehan
Portfolio Manager of the Osterweis Total Return Fund (OSTRX)Burlingame, CA , United States
Mary Chang
Mary Chang
Vice President and Director of Performance and AnalyticsSan Francisco, CA , United States
M
Matthew Unger
Small Cap Growth AnalystUnited States
Showing 1-10 of 18 team members

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