Chris Loveless

Chris Loveless

Principal
President
E-mail
Years of Experience
23
Education
BA-Texas Tech University

Chris Loveless serves as the President of O’Shaughnessy Asset Management (OSAM). In this role, Chris is responsible for driving the firm’s initiatives, as well as overseeing the Technology, Performance, Operations and Administrative teams. He also serves as the Director of Sales, and leads the institutional sales and service efforts, including managing the relationship with our largest client, the Royal Bank of Canada. Chris is an equity owner in OSAM and a member of the firm’s Executive Committee and Operating Committee. Prior to joining the firm, Chris was a Managing Director/Principal at Bear Stearns Asset Management (BSAM) where he was responsible for the Third-party Platform business. Chris joined BSAM along with Jim O’Shaughnessy in 2001. Prior to joining BSAM, Chris was a Vice President with O'Shaughnessy Capital Management, which is where he initially joined Jim’s core management team in 1997. He joined Merrill Lynch as a member of the JET program in 1994. Chris holds a B.A. in Advertising from Texas Tech University. He is a Past President of the Texas Tech Alumni Association National Board and a member of Young Presidents Organization (YPO) and lives in Greenwich, Connecticut with his wife and four daughters.

Ari Rosenbaum

Ari Rosenbaum

Principal
Director of Financial Advisor Services
E-mail
Years of Experience
20
Education
BA-Pennsylvania State University

Ari Rosenbaum serves as the Director of Financial Advisor Services at O’Shaughnessy Asset Management (OSAM). He began working with Jim O’Shaughnessy in 1997, and leads the team that delivers OSAM strategies to advisors, consultants, wealth management firms, multi-family offices and private banks. Over his career, he has worked with hundreds of wealth advisory firms coast to coast. Ari is an equity owner in OSAM and a member of the firm’s Executive Committee and Operating Committee. Prior to joining OSAM, Ari was in charge of national sales for financial advisors at Bear Stearns Asset Management. Ari graduated from Penn State University in 1991 with a B.A. in English. He lives in Ridgefield, Connecticut with his wife and two children.

Claudine Spence

Claudine Spence

Principal
Director of Client Service
E-mail
Years of Experience
18
Education
BS-Marymount College of Fordham University

Claudine Spence is the Director of Client Service at O’Shaughnessy Asset Management (OSAM). Claudine leads the client service efforts for the Intermediary and Institutional channels. Prior to this role, she served as a Senior Business Analyst and was responsible for recruiting at OSAM. Claudine is an equity owner in OSAM and a member of the firm’s Operating Committee. Before joining the firm, Claudine was a Vice President at Bear Stearns Asset Management where she was a Business Analyst for the Platform Sales team. She is a member of OSAM’s Operating Committee. Previously, Claudine was an Assistant Vice President of Institutional Marketing at Clearbridge Advisors (formerly Citigroup Asset Management), where her responsibilities included strategic planning and the development of content for RFPs and marketing materials. She previously held positions at the Bank of Ireland Asset Management, AllianceBernstein and Diversified Investment Advisors. Claudine holds B.S. in Finance and Economics from Marymount College of Fordham University.

Elliott Clarke

Elliott Clarke

Associate Director
Consultant Relations & Institutional Sales
E-mail
Years of Experience
12
Education
MS-Boston University Questrom School of Business
BA-St. Lawrence University

Elliott Clarke is responsible for Consultant Relations and Institutional Sales at O’Shaughnessy Asset Management (OSAM). Prior to joining the firm, Elliott was responsible for Consultant Relations at Fidelity Investments, representing Fidelity’s investment capabilities to consultants and institutional research professionals. Previously, he served as a Consultant at the investment consulting firm Rogerscasey (now Segal Marco). Elliott holds a B.A. in Economics from St. Lawrence University and an M.S. in Investment Management from the Boston University Questrom School of Business. Elliott lives with his wife and son in Mystic, Connecticut.

Ben Emerson

Ben Emerson

Associate Director
Director of Creative Services
Years of Experience
20
Education
BFA-Rhode Island School of Design

Ben Emerson is the Director of Creative Services at O’Shaughnessy Asset Management (OSAM) and is responsible for the firm’s Design, Production, and Fulfillment/Documentation. Ben primarily manages electronic- and print-based marketing and presentation materials for all firm strategies and research initiatives. Prior to joining OSAM, Ben served as a Senior Graphic Designer for New York Life Insurance Company where he was responsible for art direction, book and collateral design, and creating corporate identities for new products. Ben has also held various marketing and graphic design positions at several firms and consultant groups including the Rocky Mountain Institute, a nonprofit research and educational foundation. Ben holds a B.F.A. in Graphic Design from the Rhode Island School of Design. He lives in Wilton, CT with his wife, son, and daughter.

Matt Greene

Matt Greene

Vice President
Financial Advisor Services
E-mail
Years of Experience
6
Education
BS-Washington and Lee University

Matt Greene is responsible for Financial Advisor Services at O’Shaughnessy Asset Management (OSAM). He has client service and relationship management responsibilities with financial advisors in the Western U.S. Prior to joining OSAM, Matt worked at KPMG, LLP in their Global Mobility Services practice. Matt holds a Bachelor of Science in Business Administration with Special Attainments in Commerce from Washington and Lee University and is a CFA Level III candidate.

Sarah Leffel

Sarah Leffel

Associate
Client Service Specialist
E-mail
Years of Experience
2
Education
BA-Union College

Sarah Leffel is a Client Service Specialist at O’Shaughnessy Asset Management (OSAM). Sarah holds a Bachelor of Arts in Economics from Union College.

Patrick McStay

Patrick McStay

Vice President
Financial Advisor Services
E-mail
Years of Experience
14
Education
BS-Providence College

Patrick McStay is responsible for Financial Advisor Services at O’Shaughnessy Asset Management (OSAM). Prior to joining OSAM, Patrick worked at Morgan Stanley in their Wealth Management practice. He previously held positions at Beck Mack and Oliver, LLC and Royal Bank of Scotland. Patrick holds a Bachelor of Science in Business Administration and Management from Providence College.

Patty Miner

Patty Miner

Associate
Executive Assistant
E-mail
Years of Experience
26
Education
BA-University of Connecticut

Patty Miner is an Executive Assistant at O’Shaughnessy Asset Management (OSAM). Prior to joining OSAM, Patty worked with the Investment Team at Alternative Investment Group, LLC. She previously held positions at Artha Capital Management, Catterton Partners, and Citibank. Patty holds a Bachelor of Arts in Political Science from the University of Connecticut.

Tom Zombek

Tom Zombek

Associate
Creative Services Specialist
E-mail
Years of Experience
5
Education
BA-SUNY Geneseo

Tom Zombek is a Creative Services Specialist at O’Shaughnessy Asset Management (OSAM) and reports to the Director of Creative Services. Prior to joining OSAM, Tom served as a presentation and marketing consultant at various firms. Tom holds a B.A. in Communication from the State University of New York at Geneseo.