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 12 Principals have an average tenure of 16 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

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

Investment Management Team

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Patrick O'Shaughnessy, CFA Patrick O'Shaughnessy, CFA
Principal, Chief Executive Officer, Portfolio Manager
Jim O'Shaughnessy Jim O'Shaughnessy
Principal, Chairman and Co-Chief Investment Officer, Portfolio Manager
Chris Meredith, CFA Chris Meredith, CFA
Principal, Director of Research, Co-Chief Investment Officer, Portfolio Manager
Erin Foley Erin Foley
Principal, Director of Trading
Scott Bartone, CFA Scott Bartone, CFA
Principal, Chief Operating Officer, Portfolio Manager
Ehren J. Stanhope, CFA Ehren J. Stanhope, CFA
Principal, Client Portfolio Manager
Paul Ackerley Paul Ackerley
Associate Director, Trader
Lenny Castagna Lenny Castagna
Managing Director, Director of Portfolio Implementation, Trader
Claire Noel Claire Noel
Managing Director, Portfolio Manager
Daniel Nitiutomo, CFA Daniel Nitiutomo, CFA
Associate Director, Portfolio Manager
Ron Schuler Ron Schuler
Managing Director, Trader
Maksim Papenkov Maksim Papenkov
Vice President, Research Analyst
Euan Mackay, CFA Euan Mackay, CFA
Associate Director, Client Portfolio Manager
Jai Padalkar Jai Padalkar
Associate, Quantitative Developer
Temple Hendrickson Temple Hendrickson
Associate, Research Analyst
Andrea O'Loughlin Andrea O'Loughlin
Vice President, Senior Implementation Analyst
Bob Zhang Bob Zhang
Associate, Research Analyst

Technology and Operations Team

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Bill Reynolds Bill Reynolds
Managing Director, Senior Software Developer
Jeffrey Gebauer Jeffrey Gebauer
Associate Director, Senior Performance Analyst/Software Developer
Sean Howsie Sean Howsie
Vice President, Systems Administrator
Mike Poirier Mike Poirier
Associate Director, Senior Software Developer
Sean Rubino Sean Rubino
Vice President, Software Developer
Tom Galica Tom Galica
Vice President, Senior Software Developer
Thomas Mitchell Thomas Mitchell
Associate Director, Senior Software Developer
Brianna Shaffar Brianna Shaffar
Associate, Junior Software Developer
Pedro Gregorio Pedro Gregorio
Associate, Software Engineer
Lindsay Iveson Lindsay Iveson
Associate, Software Developer
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

Client Services and Sales Team

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Chris Loveless Chris Loveless
Principal, President
Ari Rosenbaum Ari Rosenbaum
Principal, Director of Financial Advisor Services
Claudine Spence Claudine Spence
Principal, Director of Client Services
Jamie  Catherwood Jamie Catherwood
Associate, Client Portfolio Associate
Thomas Farrell Thomas Farrell
Vice President, Client Service Specialist
Matthew Hesselson Matthew Hesselson
Vice President, Senior Designer
Andy Iles Andy Iles
Associate Director, Director of Marketing
Patrick McStay Patrick McStay
Associate Director, Financial Advisor Services
Patty Miner Patty Miner
Vice President, Sales Support & Database Administration
Emily Sgammato Emily Sgammato
Associate, Client Service Associate
Kristen Clark Kristen Clark
Vice President, Relationship Management Specialist
Nicholas Bhaskar Nicholas Bhaskar
Associate, Relationship Management Associate

Administrative Team

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Raymond Amoroso, III, Esq. Raymond Amoroso, III, Esq.
Principal, Chief Compliance Officer
Claudia Shi Claudia Shi
Principal, Director of Finance & Performance Reporting
Amy Bergman Amy Bergman
Vice President, Accountant
Liz Cahill Liz Cahill
Vice President, Accountant
Ena Gong Ena Gong
Associate Director, Executive Assistant & Office Manager
Michael Luther Michael Luther
Associate, Performance Analyst
Javier A. Rodriguez Javier A. Rodriguez
Associate, Administrative Specialist

The statements on this page are qualified in their entirety by the disclaimers and limitations contained here.