Jim O'Grady

Senior Performance Analyst at Osterweis Capital Management

Jim O'Grady is a seasoned finance professional with extensive experience in performance analysis and portfolio accounting. Currently serving as a Senior Performance Analyst at Osterweis Capital Management since November 2013, Jim previously held the role of Portfolio Accountant at Insight Capital Research & Management from December 2011 to November 2013. Earlier in career, Jim contributed as a Project Specialist at the Research Foundation's Center for Economic Development at California State University, Chico, and worked as an Instructional Student Assistant. Jim O'Grady holds a Master of Business Administration (MBA) with a concentration in Finance from Saint Mary's College of California, earned between 2010 and 2012, and possesses two Bachelor's Degrees in Economics and Marketing from California State University, Chico, completed in 2007.

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