Erik Welke
Vice President & Manager of Trade Support and Portfolio Analyst
Prior to joining Osterweis Capital Management in 2007, Erik Welke served as an Investment Operations Analyst at MyVest Corporation. Before that, he was the Senior Corporate Actions Analyst at Dresdner RCM Global Investors. Earlier in his career, Mr. Welke held positions as a Mutual Fund Accountant at Wells Fargo and a Portfolio Administrator at Insight Capital Research and Management.
He is a principal of the firm and is responsible for the firm’s trading system, as well as corporate actions.
Mr. Welke graduated from the University of California, San Diego (B.A. in Political Science) and holds a graduate certificate in Financial Planning from Golden Gate University.