OSAM's Leadership Team oversees each department and sets the firm's overall strategic
direction. The team meets regularly to address the needs of our clients, manage our
goals, and carefully monitor risk.
The Investment Management Team conducts the research for and ensures the integrity
of each of OSAM's investment strategies. The team's responsibilities fall into three
categories—identifying the stocks that qualify for today's models, looking for ways
to subtly improve existing strategies, and developing new strategies for future
portfolios. The team oversees trading, reconciliation, portfolio administration
and account rebalancing.
The Technology and Operations Team ensures the proper implementation of our strategies
for all of our clients and their accounts. The team facilitates trading, reconciliation,
portfolio administration and account rebalancing.
The Client Service and Sales Team is responsible for new sales and for providing
ongoing service to every client we have, both institutional and intermediary.
The groups within OSAM Administration work closely with our leadership team to manage
various aspects of the business, encompassing key functions such as Performance,
Risk Reporting, and Finance.
OSAM remembers Sandra Hahn-Colbert in this tribute.