Firm

O'Shaughnessy Asset Management is a quantitative money management firm based in Stamford, CT. We deliver a broad range of equity portfolios to institutional investors, individual investors, and the high-net-worth clients of financial advisors. We also manage mutual funds in the United States, and serve as a sub-advisor to a family of Canadian mutual funds through the Royal Bank of Canada. We have been managing money for clients since 1996. See more about our investment philosophy & process.

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 partners own 90% of OSAM and have an average tenure of 11 years. 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, Director of Portfolio Management & Operations
Joseph Dessalines Joseph Dessalines
Principal, Director of Technology
Travis Fairchild, CFA Travis Fairchild, CFA
Principal, 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, Director of Portfolio Management & Operations
Ehren J. Stanhope, CFA Ehren J. Stanhope, CFA
Principal, Client Portfolio Manager
Paul Ackerley Paul Ackerley
Vice President, Trader
Lenny Castagna Lenny Castagna
Associate Director, Assistant Portfolio Manager, Trader
Travis Fairchild, CFA Travis Fairchild, CFA
Principal, Portfolio Manager
Daniel Nitiutomo, CFA Daniel Nitiutomo, CFA
Vice President, Research Analyst
Ron Schuler Ron Schuler
Managing Director, Trader
Gregory Stepaniouk Gregory Stepaniouk
Associate, Research Analyst

Technology and Operations Team

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Joseph Dessalines Joseph Dessalines
Principal, Director of Technology
Sean Howsie Sean Howsie
Vice President, Systems Administrator
Steve Nemchek Steve Nemchek
Managing Director, Infrastructure Manager
Bill Reynolds Bill Reynolds
Vice President, Developer
Jeffrey Gebauer Jeffrey Gebauer
Vice President, Performance Analyst/Developer

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
Elliott Clarke Elliott Clarke
Managing Director, Consultant Relations & Institutional Sales
Thomas Farrell Thomas Farrell
Associate, Client Service Specialist
Matt Greene, CFA Matt Greene, CFA
Vice President, Financial Advisor Services
Andy Iles Andy Iles
Associate, Marketing Analyst
Patrick McStay Patrick McStay
Vice President, Financial Advisor Services
Patty Miner Patty Miner
Vice President, Sales Support & Database Administration

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

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