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Osman Akgun, PhD, CFA

Vice President, Domestic Equities

Osman serves as Vice President of Domestic Equities and as a portfolio manager for the small cap value ESG equity strategy. His primary focus is quantitative research, model building, and portfolio optimization. Osman joined Bailard in 2012 after receiving his Ph.D. in Industrial Engineering and Operations Research at the University of California, Berkeley. Prior to his Ph.D. program, Osman received Masters' Degrees in Statistics as well as in Industrial Engineering and Operations Research, both from the University of California, Berkeley. During this time, Osman worked as a Research Assistant focusing on stochastic modeling and optimization, with applications to finance, service operations and computer communications. He was also a Teaching Assistant for Quantitative Methods for Business at the Presidio Graduate School. Prior to his graduate work, he received a B.S. in Industrial Engineering from Bogazici University, Turkey. Osman received his Chartered Financial Analyst® designation in 2017 and is a member of the CFA Institute and the CFA Society of San Francisco. His personal interests include independent movies, live music, and soccer.

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