Kim Tagle

Kim Tagle is Vice President and Chief Financial Officer at Osterweis Capital Management, a San Francisco-based independently owned investment firm, where she leads financial management, corporate development, and operational improvement efforts. Her role focuses on stewarding the firm’s financial strategies, overseeing accounting, and ensuring robust internal controls for a diverse set of investment products, including separately managed accounts and mutual funds primarily serving high net worth clients and institutions.

With over three decades of experience, Kim has held senior finance and development positions at firms such as SKBA Capital Management, Resources Global Professionals, The Clorox Company, and Deloitte & Touche, giving her broad expertise across the consulting, consumer goods, and asset management sectors. While her expertise lies in financial and operational stewardship rather than direct portfolio management, she supports clients and teams in the investment management sector specializing in securities, investment company operations, and regulatory compliance.

Kim holds a Bachelor of Science in Accounting from the University of Southern California and is a licensed CPA. She is recognized for her strategic acumen, her ability to develop high-performing teams, and her advocacy for sustainability in business practices. Kim is also committed to mentoring emerging finance professionals within the investment industry.