Sandra Hahn-Colbert

Sandra Hahn-Colbert, CFA

Principal
Director of Performance, Risk, and Operations
E-mail
Years of Experience
28
Education
MBA-Fordham Graduate School of Business
BA-Siena College
CFA Charter Holder

Sandra Hahn-Colbert is Director of Performance, Risk, and Operations at O’Shaughnessy Asset Management (OSAM). In this role she is responsible for maintaining the firm’s GIPS compliance and ensuring the integrity of all data and metrics that accompany the presentation of our strategy performance. Operationally, she is responsible for managing the relationship with the firm’s back office support structure, which is outsourced, and managing the internal team that supports the portfolio management and trading functions. Prior to joining OSAM, Sandra worked for Neuberger Berman, spending the last seven years leading the Performance Measurement & Analytics department. Sandra was also responsible for the preparation of the firm's performance composites and for maintaining the GIPS compliance. From 1993 to 2000, Sandra had a number of responsibilities at Neuberger including serving as the product manager for the International Equity team and managing Institutional Sales & Service support. Before this, Sandra was a Vice President at Gabelli Asset Management Company from 1986 to 1993 and performed a variety of performance, client service, and marketing support roles. Sandra is active in the performance industry and sits on a number of committees including the NAIPC (North American Investment Performance Committee), the GIPS Investment Manager Subcommittee (of the GIPS Executive Committee), and the GIPS Liaison committee of the Money Management Institute. She is also an adviser to the CFA Institute serving on the CIPM Examination Review Panel and a member of the Spaulding Performance Forum. Sandra earned her B.A. in International Studies from Siena College and an M.B.A. from Fordham University. She is a Chartered Financial Analyst and member of the New York Society of Security Analysts.

Scott Loomis

Scott Loomis, CPA

Principal
Chief Financial Officer
E-mail
Years of Experience
24
Education
BS-Mount Saint Mary's College

Scott Loomis is the Chief Financial Officer at O’Shaughnessy Asset Management (OSAM). Prior to joining the firm, Scott was the Controller at Legg Mason Capital Management, Inc. where he was responsible for developing and leading the accounting and finance functions for the organization. From 2001 to 2005, Scott was Vice President and Chief Financial Officer at Aquilent, Inc. where he developed and implemented all fiscal policy for the firm. Prior to that, Scott was Chief Financial Officer at Bottom Line Technical Solutions where he led finance & accounting, contracts & legal and facilities & human resources. Scott served as Director of Finance and Controller at Impact Innovations Group from 1995 to 2000 and was a Senior Accountant at Deloitte & Touche LLP from 1990 to 1995. Scott holds a B.S. in Accounting from Mount Saint Mary's University and is a Certified Public Accountant. Scott is a married father of four who resides in Ridgefield, Connecticut.

Raymond Amoroso, III, Esq.

Raymond Amoroso, III, Esq.

Managing Director
Chief Compliance Officer
E-mail
Years of Experience
16
Education
J.D.-Seton Hall University School of Law
BS-Rutgers University

Ray Amoroso is the Chief Compliance Officer at O’Shaughnessy Asset Management (OSAM). Prior to joining the firm, Ray worked at Stark & Stark, P.C. a law firm focusing on providing legal and compliance services to Registered Investment Advisors. Ray specializes in the Investment Advisers Act of 1940, disclosure statements, marketing materials, ADV Forms and U-4s. He also has extensive experience in developing and negotiating business contracts, forming policies and procedures manuals, performing mock SEC audits and addressing ongoing compliance issues. Before joining Stark & Stark, P.C., Ray was a tax consultant for Bisys-DML Global Services LLP where his responsibilities included tax advisory services and compliance. From 1999 to 2001 Ray was with Deloitte & Touche, LLP where his role included tax compliance for corporations, partnerships, limited liability corporations, individuals and trusts. He is a member of the New York, New Jersey, and United States Supreme Court Bars, certified as an Authorized House Counsel by the Connecticut Bar, and was named as one of “The 20 Rising Stars of Compliance” in Institutional Investor News magazine. Ray holds a B.S. in Accounting from Rutgers University and a J.D. from Seton Hall University School of Law.

Liz Cahill

Liz Cahill

Associate
Accountant
E-mail
Years of Experience
9
Education
BS-Nyack College

Liz Cahill is an Accountant at O’Shaughnessy Asset Management (OSAM) and her responsibilities include client billing, accounts payable and assisting with the month-end close process. Prior to joining OSAM, Liz was a Senior Financial Analyst at LifeCare Inc. where she was responsible for projecting and analyzing sales revenue, handling the monthly and quarterly account close process, and direct and indirect client billing. Liz holds a B.S. in Business Administration from Nyack College.

Ena Gong

Ena Gong

Associate Director
Executive Assistant & Office Manager
E-mail
Years of Experience
25
Education
BA-New York University

Ena Gong is the Executive Assistant to O’Shaughnessy Asset Management (OSAM)'s Chairman and Chief Executive Officer, Jim O'Shaughnessy. Additionally, Ena serves as the Office Manager for the firm. Prior to joining OSAM, Ena was the Executive Assistant supporting the Systematic Equity team at Bear Stearns Asset Management (BSAM). Before joining BSAM, Ena was the Executive Assistant to the President of Craig Drill Capital, LLC, where her responsibilities included overseeing all aspects of daily operations. Ena holds a B.A. in Economics and Political Science from New York University.

Claudia Shi

Claudia Shi

Vice President
Senior Accountant
E-mail
Years of Experience
13
Education
MBA-University of Connecticut
BS-Fudan University

Claudia Shi is a Senior Accountant at OSAM. Prior to joining OSAM, Claudia was a Senior Accountant at PricewaterhouseCoopers and a Senior Consultant at Philips Electronics. Claudia holds a Bachelor of Science degree from Fudan University and an M.B.A. in Finance from the University of Connecticut.