Firm

O'Shaughnessy Asset Management is a quantitative money management firm based in Stamford, CT. We deliver a broad range of equity portfolios to institutional investors, individual investors, and the high-net-worth clients of financial advisors. We also manage mutual funds in the United States, and serve as a sub-advisor to a family of Canadian mutual funds through the Royal Bank of Canada. We have been managing money for clients since 1996. See more about our investment philosophy & process.

Team

Investment success requires constant exploration, disciplined implementation, and skin in the game. We have built a team dedicated to applying our style of investing over the long term, whose interests are aligned with our clients and fellow OSAM colleagues. Our 13 partners own 90% of OSAM and have an average tenure of 11 years. We are always looking for curious, talented people to join us.

Principals

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Jim O'Shaughnessy
Principal, Chairman and Chief Investment Officer, Portfolio Manager
Patrick O'Shaughnessy, CFA
Principal, Chief Executive Officer, Portfolio Manager
Chris Loveless
Principal, President
Chris Meredith, CFA
Principal, Director of Research, Portfolio Manager
Raymond Amoroso, III, Esq.
Principal, Chief Compliance Officer
Scott Bartone, CFA
Principal, Director of Portfolio Management & Operations
Joseph Dessalines
Principal, Director of Technology
Travis Fairchild, CFA
Principal, Portfolio Manager
Erin Foley
Principal, Director of Trading
Ari Rosenbaum
Principal, Director of Financial Advisor Services
Claudia Shi
Principal, Director of Finance & Performance Reporting
Claudine Spence
Principal, Director of Client Services
Ehren J. Stanhope, CFA
Principal, Client Portfolio Manager

Investment Management Team

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Patrick O'Shaughnessy, CFA
Principal, Chief Executive Officer, Portfolio Manager
Jim O'Shaughnessy
Principal, Chairman and Chief Investment Officer, Portfolio Manager
Chris Meredith, CFA
Principal, Director of Research, Portfolio Manager
Erin Foley
Principal, Director of Trading
Scott Bartone, CFA
Principal, Director of Portfolio Management & Operations
Ehren J. Stanhope, CFA
Principal, Client Portfolio Manager
Paul Ackerley
Vice President, Trader
Lenny Castagna
Associate Director, Assistant Portfolio Manager, Trader
Travis Fairchild, CFA
Principal, Portfolio Manager
Daniel Nitiutomo, CFA
Vice President, Research Analyst
Ron Schuler
Managing Director, Trader

Technology and Operations Team

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Joseph Dessalines
Principal, Director of Technology
Sean Howsie
Vice President, Systems Administrator
Viktar Kazlouski
Vice President, Performance Analyst
Steve Nemchek
Managing Director, Infrastructure Manager
Bill Reynolds
Vice President, Developer
Jeffrey Gebauer
Associate, Developer

Client Services and Sales Team

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Chris Loveless
Principal, President
Ari Rosenbaum
Principal, Director of Financial Advisor Services
Claudine Spence
Principal, Director of Client Services
Elliott Clarke
Associate Director, Consultant Relations & Institutional Sales
Matt Greene, CFA
Vice President, Financial Advisor Services
Patrick McStay
Vice President, Financial Advisor Services
Patty Miner
Vice President, Sales Support & Database Administration

Administrative Team

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Raymond Amoroso, III, Esq.
Principal, Chief Compliance Officer
Claudia Shi
Principal, Director of Finance & Performance Reporting
Liz Cahill
Vice President, Accountant
Ena Gong
Associate Director, Executive Assistant & Office Manager