O'Shaughnessy Asset Management is an investment management company offering investment strategies and management services. The company was established in 1987 and is based in Stamford, Connecticut.

Investment Management

O'Shaughnessy Asset Management

O'Shaughnessy Asset Management's headquarters in Stamford, CT, United States

Kristen Clark

Amy Bergman

Christian Boinske

Christian Coratti

Claudine Spence

Maksim Papenkov

Matthew Hesselson

Michael Luther

Patty Miner

Raymond Amoroso III Esq.

Scott Bartone, CFA

Thomas Galica

Kelly Edwards, MBA Candidate

Simon Zais Caia

Temple Hendrickson

Jai Padalkar

Mark Hebeka, CFA

The Leadership Team at O'Shaughnessy Asset Management is responsible for setting the strategic direction of the firm, overseeing investment initiatives, and ensuring client satisfaction across all services. Comprising diverse roles from investment management to compliance and marketing, the team collaborates to enhance portfolio performance, drive innovation in investment strategies, and uphold regulatory standards while fostering strong client relationships.

Leadership Team

The Finance and Investment Team at O'Shaughnessy Asset Management is responsible for developing, managing, and optimizing investment strategies while ensuring financial integrity and performance. This team collaborates closely with clients, conducts thorough market research, and provides strategic insights to enhance investment outcomes, ultimately driving the company's mission to deliver superior asset management services.

Finance and Investment Team

The Marketing and Sales team at O'Shaughnessy Asset Management is responsible for driving client engagement and promoting the firm's investment strategies. This team coordinates marketing initiatives, enhances client service experiences, and develops business strategies to attract new investors while maintaining strong relationships with existing clients. They work collaboratively to ensure that the company's value propositions are effectively communicated to the market.

Marketing and Sales

The Software Development team at O'Shaughnessy Asset Management is responsible for designing, implementing, and maintaining robust software solutions that support the company's investment strategies and management services. This team blends quantitative analysis with advanced software engineering to create tools and systems that enhance trading, data analysis, and operational efficiency, ensuring the firm remains at the forefront of investment technology.

O'Shaughnessy Asset Management

Org chart

Teams

Leadership Team

Finance and Investment Team

Marketing and Sales

Software Development

Offices

O'Shaughnessy Asset Management

Org chart

Teams

Leadership Team

Finance and Investment Team

Marketing and Sales

Software Development

Offices

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