Nael Fakhry

Portfolio Manager-Equities at Osterweis Capital Management, Inc.

Finance

Consumer Services

Profile

Mr. Nael Fakhry is a Vice President & Portfolio Manager at Osterweis Capital Management, Inc. He is also a Principal of the firm and responsible for the core equity strategy.
Prior to joining Osterweis Capital Management in 2011, he worked as an Associate at American Securities, a private equity firm, and as an Analyst in the investment banking division of Morgan Stanley.
Mr. Fakhry received his Bachelor of Arts in History from Stanford University and MBA from the University of California Berkeley, Walter A.
Haas School of Business.

Nael Fakhry active positions

Companies	Position	Start
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-Equities	2010-12-31

All active positions of Nael Fakhry

Former positions of Nael Fakhry

Companies	Position	End
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	-
American Securities LLC American Securities LLC Investment ManagersFinance American Securities LLC (American Securities) is a private equity firm founded in 1994 by Michael Gerald Fisch and Charles D.Klein. The firm is headquartered in New York, United States.	Private Equity Analyst	2009-12-30

See the detail of Nael Fakhry's experience

Training of Nael Fakhry

Stanford University	Undergraduate Degree
University of California, Berkeley	Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Nael Fakhry's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	3
American Securities LLC American Securities LLC Investment ManagersFinance American Securities LLC (American Securities) is a private equity firm founded in 1994 by Michael Gerald Fisch and Charles D.Klein. The firm is headquartered in New York, United States.	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
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

See company connections