Daniel Sepil Oh
Portfolio Manager-Fixed Income presso Osterweis Capital Management, Inc.
Profilo
Mr. Daniel S.
Oh is a Vice President & Portfolio Manager at Osterweis Capital Management, Inc. He is a Portfolio Manager for the total return fixed income strategy.
He is also a Portfolio Manager for the flexible balanced strategy.
Prior to joining Osterweis Capital Management in 2018, he was a Director of Fixed Income Portfolio Management at Estabrook Capital Management in New York City.
Before that he was at Merrill Lynch & Co. as an Associate in Prime/Alt-a-Non-Agency Mortgage Trading.
Prior to that, he held positions at Seneca Financial Group and Morgan Stanley.
Mr. Oh received his Bachelor of Arts in Economics/Political Science from Columbia University and an MBA from the Stephen M.
Ross School of Business at the University of Michigan.
Posizioni attive di Daniel Sepil Oh
Società | Posizione | Inizio |
---|---|---|
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | Portfolio Manager-Fixed Income | 01/01/2018 |
Precedenti posizioni note di Daniel Sepil Oh
Società | Posizione | Fine |
---|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Seneca Financial Group, Inc.
Seneca Financial Group, Inc. Investment Banks/BrokersFinance Seneca Financial Group, Inc. provided financial and operational restructuring services. The company was founded by James W. Harris in 1993 and was headquartered in New York, NY. | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Estabrook Capital Management LLC
Estabrook Capital Management LLC Investment ManagersFinance Estabrook Capital Management LLC (Estabrook) is an independent registered investment advisor headquartered in New York City. Founded in 2008, Estabrook advises individually managed accounts for individuals, trusts, corporations, charitable organizations, and pension plans. The firm is also a portfolio manager in various wrap programs sponsored by non-affiliated organizations. | Head-Fixed Income Invts | - |
Formazione di Daniel Sepil Oh
The Trustees of Columbia University in The City of New York | Undergraduate Degree |
University of Michigan | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 5 |
---|---|
Estabrook Capital Management LLC
Estabrook Capital Management LLC Investment ManagersFinance Estabrook Capital Management LLC (Estabrook) is an independent registered investment advisor headquartered in New York City. Founded in 2008, Estabrook advises individually managed accounts for individuals, trusts, corporations, charitable organizations, and pension plans. The firm is also a portfolio manager in various wrap programs sponsored by non-affiliated organizations. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Seneca Financial Group, Inc.
Seneca Financial Group, Inc. Investment Banks/BrokersFinance Seneca Financial Group, Inc. provided financial and operational restructuring services. The company was founded by James W. Harris in 1993 and was headquartered in New York, NY. | Finance |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | Finance |
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