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Jim Callinan profile image

Jim Callinan

Chief Investment Officer, Emerging Growth Equities at Osterweis Capital Management
Intro Book
Seasoned investment professional with 30+ years of experience in asset management, entrepreneurship, and start-ups.
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Location
San Francisco, California, United States, US
Skills
  • Investments
  • Asset Management
  • Entrepreneurship
  • Start Ups
  • Equities
  • Show all
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Bio

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Jim Callinan is a seasoned investment professional with over 30 years of experience in asset management, entrepreneurship, and start-ups. He has held various leadership positions, including Chief Investment Officer at Osterweis Capital Management and CEO at Callinan Asset Management LLC. Callinan has a strong educational background, holding an MBA from Harvard Business School and a B.A. from Harvard College.

Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute

Experience

  • Osterweis Capital Management
    • San Francisco, California, United States
    • Chief Investment Officer, Emerging Growth Equities
      • Apr 2016 - Present
      • San Francisco, California, United States

  • Callinan Asset Management LLC
    • San Francisco
    • CEO
      • Sep 2012 - Apr 2016
      • San Francisco

      Callinan Asset Management LLC, provided portfolio management to a GIPS-compliant, concentrated small-cap, aggressive growth, domestic equity strategy. Investment operation started in June 2006 while at RS Investments. Callinan Asset acquired the strategy from RS in October 2012. Callinan Asset sold the strategy to Osterweis Capital Management in April 2016.

  • RS Investments
    • San Francisco
    • Co-Founder, President, Chief Investment Officer
      • Jan 1999 - Sep 2012
      • San Francisco

      Management led buyout of Robertson Stephens Investment Management from Bank of America in 1999. Managed the RS Emerging Growth Fund. Founded RS Growth Group. Morningstar Manager of the Year 1999. Sold RS Investments to Guardian Life in 2006.

  • Robertson Stephens Investment Management
    • San Francisco Bay Area
    • Managing Director
      • May 1996 - Dec 1998
      • San Francisco Bay Area

      Managed the RS Emerging Growth Fund and 2 hedge fund strategies. Robertson Stephens was sold to Bank America in 1997.

  • Putnam Investments
    • Boston, Ma
    • Portfolio Manager
      • Jun 1987 - May 1996
      • Boston, Ma

      Managed the Putnam OTC Emerging Growth Fund, the Putnam Emerging Information Sciences Trust, and the Putnam Emerging Health Sciences Trust.AwardsTop performing Massachusetts equity fund manager in 1995 by Boston Globe, 1996.Awarded Lipper #1 Ranked Mutual Fund for Putnam Emerging Information Sciences Trust in 1995.Awarded Micropal Honors for Putnam Emerging Information Sciences Trust in 1994-1995

  • Arthur Andersen and Company
    • New York, New York
    • Senior Consultant
      • Jun 1982 - Apr 1985
      • New York, New York

      Performed audit, litigation support and forensic accounting investigations in New York.

Education

  • 1985 - 1987
    Harvard Business School
    Master of Business Administration (MBA), Business/Commerce, General
  • 1982 - 1983
    NYU Stern School of Business
    Master of Science (MS), Accounting
  • 1978 - 1982
    Harvard College
    Bachelor of Arts (B.A.), Economics

Suggested Services

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Industry Focus. “Investment Banking”

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