Our Firm

Principals Investment Management Technology & Operations Client Relationship Administrative Join Our Team

Firm

O’Shaughnessy Asset Management (OSAM) is a quantitative asset management firm based in Stamford, CT, and a wholly owned subsidiary of Franklin Templeton. We deliver a broad range of equity portfolios including Custom Indexes to institutional investors, individual investors, and high-net-worth clients of financial advisors. OSAM also serves as the investment advisor for a U.S. mutual fund and as a subadvisor to a family of mutual funds through the Royal Bank of Canada. Our team has been managing money for clients since 1996. See more about our investment philosophy & process here or learn about Custom Indexing with Canvas®.

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 Principals have an average tenure of 19 years and the majority of employees have spent the bulk of their working careers at OSAM. We are always looking for curious, talented people to join us.

PRINCIPALS

Principals

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Roger Paradiso Roger Paradiso
Principal, Executive Chairman
Chris Loveless Chris Loveless
Principal, President
Raymond Amoroso, III, Esq. Raymond Amoroso, III, Esq.
Principal, Chief Compliance Officer
Scott Bartone, CFA Scott Bartone, CFA
Principal, Co-Head of Investment Management, Chief Product Officer, Portfolio Manager
Erin Foley Erin Foley
Principal, Director of Trading
Rajat Gupta Rajat Gupta
Principal, Chief Technology Officer
Ari Rosenbaum Ari Rosenbaum
Principal, Director of Private Wealth Solutions
Kristopher R. Smith, CFA Kristopher R. Smith, CFA
Principal, Chief Operating Officer
Claudine Spence Claudine Spence
Principal, Director of Client Service
Ehren J. Stanhope, CFA Ehren J. Stanhope, CFA
Principal, Co-Head of Investment Management, Chief Investment Strategist, Portfolio Manager
Anthony Vollmer, CIMA Anthony Vollmer, CIMA
Principal, Director of Retail Wealth Solutions
Lenny Castagna Lenny Castagna
Principal, Director of Portfolio Implementation, Trader
Claire Noel, CFA Claire Noel, CFA
Principal, Director of Research, Portfolio Manager
INVESTMENT MANAGEMENT TEAM

Investment Management Team

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Ehren J. Stanhope, CFA Ehren J. Stanhope, CFA
Principal, Co-Head of Investment Management, Chief Investment Strategist, Portfolio Manager
Scott Bartone, CFA Scott Bartone, CFA
Principal, Co-Head of Investment Management, Chief Product Officer, Portfolio Manager
Claire Noel, CFA Claire Noel, CFA
Principal, Director of Research, Portfolio Manager
Joseph Giroux Joseph Giroux
Managing Director, Porfolio Manager
Daniel Nitiutomo, CFA Daniel Nitiutomo, CFA
Managing Director, Portfolio Manager
Maksim Papenkov Maksim Papenkov
Associate Director, Associate Portfolio Manager
Euan Mackay, CFA Euan Mackay, CFA
Managing Director, Client Portfolio Manager
Lenny Castagna Lenny Castagna
Principal, Director of Portfolio Implementation, Trader
Erin Foley Erin Foley
Principal, Director of Trading
Andrea O'Loughlin Andrea O'Loughlin
Vice President, Senior Implementation Analyst
William Carinci William Carinci
Associate Director, Senior Implementation Analyst
Jeffrey Gebauer Jeffrey Gebauer
Associate Director, Research Analyst
Bob Zhang Bob Zhang
Vice President, Research Analyst
Thomas Farrell Thomas Farrell
Vice President, Client Portfolio Associate
Paul Ackerley Paul Ackerley
Managing Director, Trader
Ron Schuler Ron Schuler
Managing Director, Trader
Jai Padalkar Jai Padalkar
Vice President, Quantitative Developer
Beau Robinette Beau Robinette
Associate, Research Analyst
Jake Moseley Jake Moseley
Vice President, Senior Implementation Analyst
Ian Paul Ian Paul
Associate, Research Analyst
Christian Boinske Christian Boinske
Associate Director, Client Portfolio Manager
Steven Lai Steven Lai
Associate Director, Senior Research Analyst
Luca Massucci Luca Massucci
Portfolio Implementation Operations Specialist
Anthony Garbarino Anthony Garbarino
Jr. Portfolio Implementation Analyst
Mary Erwin, CFA Mary Erwin, CFA
Client Portfolio Manager
TECHNOLOGY AND OPERATIONS TEAM

Technology and Operations Team

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Rajat Gupta Rajat Gupta
Principal, Chief Technology Officer
Bill Reynolds Bill Reynolds
Managing Director, Senior Software Engineer
Sean Howsie Sean Howsie
Associate Director, Systems Administrator
Mike Poirier Mike Poirier
Associate Director, Senior Software Engineer
Sean Rubino Sean Rubino
Associate Director, Senior Software Engineer
Thomas Galica Thomas Galica
Associate Director, Senior Software Engineer
Thomas Mitchell Thomas Mitchell
Associate Director, Senior Software Engineer
Brianna Shaffar Brianna Shaffar
Associate, Software Engineer
Pedro Gregorio Pedro Gregorio
Vice President, Software Engineer
Lindsay Iveson Lindsay Iveson
Vice President, Software Engineer
Joseph Guzzardo Joseph Guzzardo
Associate, Software Engineer
Bartholomew Kubien Bartholomew Kubien
Vice President, Lead Software Engineer
Roman Mykhalchuk Roman Mykhalchuk
Associate, Software Engineer
Chris Poirier Chris Poirier
Associate, Junior DevOps Engineer
Nayana Halemani Nayana Halemani
Associate, Automation Test Engineer
Justin Camp Justin Camp
Vice President, Senior Software Engineer
Skye Zovak Skye Zovak
Managing Director, Senior Software Engineer
Christopher Kinney Christopher Kinney
Associate Director, Senior UX Designer and Software Engineer
Wenjun Wu Wenjun Wu
Associate, Software Engineer
Reginald Hamilton Reginald Hamilton
Associate, Technical Support Analyst
Caleb Cohen Caleb Cohen
Associate, Jr. Quantitative Software Engineer
Ilan Breines Ilan Breines
Associate, Jr. Quantitative Software Engineer
Jason Tsui Jason Tsui
Associate Director, Senior Software Engineer
CLIENT RELATIONSHIP TEAM

Client Relationship Team

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Chris Loveless Chris Loveless
Principal, President
Ari Rosenbaum Ari Rosenbaum
Principal, Director of Private Wealth Solutions
Anthony Vollmer, CIMA Anthony Vollmer, CIMA
Principal, Director of Retail Wealth Solutions
Claudine Spence Claudine Spence
Principal, Director of Client Service
Laura Foster, CFA Laura Foster, CFA
Managing Director, Relationship Management Director
Matthew Hesselson Matthew Hesselson
Vice President, Senior Designer
Andy Iles Andy Iles
Managing Director, Director of Marketing
Patrick McStay Patrick McStay
Managing Director, Relationship Management Specialist
Patty Miner Patty Miner
Vice President, Marketing Systems Specialist
Emily Sgammato Emily Sgammato
Associate Director, Client Service Specialist
Kristen Clark, CFA Kristen Clark, CFA
Associate Director, Relationship Management Specialist
Nicholas Bhaskar Nicholas Bhaskar
Vice President, Relationship Management Associate
Abbey Duncan Abbey Duncan
Vice President, Client Service Specialist
Kevin Jacobs Kevin Jacobs
Associate Director, Marketing and Business Strategist
Thomas Canals, CFA Thomas Canals, CFA
Managing Director, Relationship Management Director
Mark Hebeka, CFA Mark Hebeka, CFA
Managing Director, Senior Product Specialist
Laura Kelleher Laura Kelleher
Vice President, Sales Coordinator
Christian Coratti Christian Coratti
Associate Director, Senior Client Service Specialist
Julie Villena Julie Villena
Vice President, Client Service Specialist
Richard Bastien Richard Bastien
Associate, Product Specialist
Jessica Montgomery Jessica Montgomery
Associate, Client Service Specialist
Chris Takacs Chris Takacs
Associate Director, Product Marketer
Anna Hudes Anna Hudes
Associate Director, Marketing Operations Manager
Kosi Ndukwe Kosi Ndukwe
Vice President, Product Marketer
Rohan Mathew Rohan Mathew
Associate, Relationship Management Associate
Andrew Dillon Andrew Dillon
Managing Director, Senior Product Specialist
Morgan Riley Morgan Riley
Associate, RFP Specialist
Audrey Valenzuela Audrey Valenzuela
Associate, Client Service Specialist
Kelly Lavin Kelly Lavin
Relationship Management Analyst
Kaylee Wolcott Kaylee Wolcott
Product Specialist
Merdith Waldron Merdith Waldron
Client Relations Analyst
Katherine Kalafut Katherine Kalafut
RFP & Client Reporting Specialist
Mohammed Miah Mohammed Miah
Senior Client Service Specialist
ADMINISTRATIVE TEAM

Administrative Team

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Roger Paradiso Roger Paradiso
Principal, Executive Chairman
Patrick O'Shaughnessy, CFA Patrick O'Shaughnessy, CFA
Chairman Emeritus
Raymond Amoroso, III, Esq. Raymond Amoroso, III, Esq.
Principal, Chief Compliance Officer
Kristopher R. Smith, CFA Kristopher R. Smith, CFA
Principal, Chief Operating Officer
Amy Bergman Amy Bergman
Managing Director, Director of Finance
Liz Cahill Liz Cahill
Vice President, Accountant
Michael Luther, CFA Michael Luther, CFA
Associate Director, Director of Performance Management
Kelly Edwards Kelly Edwards
Associate, Associate Accountant
Garett Wenig Garett Wenig
Associate Director, Risk Manager
Taulant Hakaj Taulant Hakaj
Associate, Performance Analyst
Jamie Zelem, CFA Jamie Zelem, CFA
Associate Director, Senior Product Manager
Patrick Holt Patrick Holt
Vice President, Senior Performance Analyst
William Gelletly William Gelletly
Associate, Quantitative Risk Analyst
John Shetterly, CIMA John Shetterly, CIMA
Managing Director, Head of Client Onboarding
Terry Tosone Terry Tosone
Associate Director, Senior Product Manager
Simon Zais Simon Zais
Strategic Project Manager
Codey Babineaux Codey Babineaux
Performance Analyst
Xiaomeng Bi Xiaomeng Bi
Vice President, Senior Performance Analyst
Maciej Lata, CFA Maciej Lata, CFA
Senior Risk Manager

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