Matthew K. Berler
Matthew K. Berler is President, Chief Executive Officer & Portfolio Manager at Osterweis Capital Management. OCM was founded in 1983 by John S. Osterweis to serve the portfolio management needs of high net worth individuals, foundations and endowments. Since then, the firm has grown to $5 billion in assets under management, providing investment management services through various products including separately managed accounts and three mutual funds, the Osterweis Fund, the Osterweis Strategic Income Fund and the Osterweis Strategic Investment Fund. OCM is an investment adviser, and is privately held by a number of employees and two outside directors. As an independently owned firm, Osterweis enjoys the autonomy necessary to keep its clients' interests at the forefront.
Prior to joining Osterweis Capital Management in early 2003, Matt was a Managing Director at Morgan Stanley in the Equity Research Division. He joined Morgan Stanley in 1994 as a Principal and was elected Managing Director in 1998. Prior to his employment at Morgan Stanley, he worked at Donaldson, Lufkin and Jenrette from 1987 to early 1994, where he was a Vice President. He was selected as an Institutional Investor All Star Analyst every year from 1992 until he left the sell-side in 2003. Before business school, Matt was a Research Associate at the Institute for Defense Analyses in Alexandria, Virginia from 1983 to 1985 conducting national security studies for the Joint Chiefs of Staff and the Office of the Secretary of Defense.
Matt graduated from Cornell University (A.B. in History 1983) and Harvard Business School (M.B.A. 1987).
Outside of work, Matt is married (wife Amy) and has four children (Jackson, Ellie, Michael and Josephine). When he is not overseeing his cattle and vineyard ranch in the hills of Sonoma, he is an avid cyclist, endurance athlete and outdoorsman. On the non-profit front, Matt currently serves as the Chair of the Finance and Investment committees as a Trustee of the Contemporary Jewish Museum and as a Trustee of the Shalom Hartman Institute.