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John Sheehan

John Sheehan

Portfolio Manager of the Osterweis Total Return Fund (OSTRX) at Osterweis Capital Management Inc.

Burlingame, CA , United States

About

John Sheehan, CFA, is a Partner and Portfolio Manager at Osterweis Capital Management Inc., based in Burlingame, CA. In his current role, he co-manages the firm’s Strategic Income strategy, where he is responsible for constructing portfolios that blend diverse fixed income asset classes to achieve long-term client objectives. His key responsibilities include evaluating market conditions and positioning portfolios by dynamically allocating among investment-grade and high yield bonds, with a focus on maintaining flexibility and managing risk.

John specializes in the fixed income sector, with particular expertise in investment-grade credit and high yield corporate bonds. Prior to co-leading the Strategic Income team at Osterweis at the end of 2023, he managed the Total Return strategy and previously spent over twenty years at Citigroup. At Citigroup, he held senior roles in both Investment Grade Syndicate in New York and West Coast Investment Grade Sales in San Francisco, where he worked closely with major U.S. credit investors and advised on large-scale corporate bond issuance.

He earned a B.A. in Economics from Georgetown University and holds the Chartered Financial Analyst (CFA) designation. John is recognized for his deep industry knowledge in credit markets and portfolio management, and he is an active member of the CFA Society of San Francisco. His contributions include public commentary on the fixed income outlook and thought leadership on the evolution of credit market strategies.

Career History

OrganizationRoleDate RangeDetails
Osterweis Capital ManagementPortfolio Manager of the Osterweis Total Return Fund (OSTRX)Apr 2018 to Present
As one of three portfolio managers, manage the Osterweis Total Return Fund with full responsibility for the investment grade credit allocation. Actively contribute to Total Return Fund strategy, durat...
Osterweis Capital ManagementUnknown to Present
CitiManaging Director, West Coast Investment Grade SalesMar 2010 to Nov 2016
Appointed to head the West Coast Investment Grade Sales strategy and team of three direct reports. Led team to generate $60M in revenue in 2015 (up 23% from 2012). Earned recognition as a top performe...
CitiManaging Director, Head Investment Grade SyndicateJan 1994 to Jan 2010
Named Managing Director in 2006. Managed Investment Grade Syndicate desk and team of 10 direct reports. Advised issuers and oversaw capital commitment and risk management for underwriting syndicate tr...

Education

Georgetown University

Bachelor of Arts (B.A.), Economics

1988 1992

Chaminade High School

1984 1988

Others at Osterweis Capital Management Inc. (12)

NameRoleLocation
A
Andrew Chang
AnalystSan Francisco, CA , United States
B
Bradley Kane
Assistant Portfolio ManagerSan Francisco, CA , 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
Mary Chang
Mary Chang
Vice President and Director of Performance and AnalyticsSan Francisco, CA , United States
M
Matthew Unger
Small Cap Growth AnalystUnited States
W
William Ginchereau
Vice President and Director of Information TechnologySan Francisco, CA , United States
D
Daniel
PMNew York, NY , United States
James O'Grady
James O'Grady
Senior Performance AnalystSan Francisco, CA , United States
Showing 1-10 of 12 team members