SC

Scott Bartone, CFA

Co-head Of Investment Management at O'Shaughnessy Asset Management

Scott Bartone, CFA has a strong background in finance and investment management. Scott began their career at Bear Stearns in 2006, working in Private Client Services until 2008. In 2008, Bartone joined O'Shaughnessy Asset Management and held various roles throughout their tenure. Scott started as a Portfolio Manager and held this position until 2016. From 2017 to 2020, they served as the Director of Portfolio Management & Operations. In 2020, Bartone was promoted to Chief Operating Officer and recently became the Head of Product Management in May 2022.

Scott Bartone, CFA holds a Master of Business Administration (MBA) degree from Cornell Johnson Graduate School of Management. Prior to that, they obtained a Bachelor of Arts (B.A.) degree from the University at Albany, SUNY. Scott has also been certified as a Chartered Financial Analyst® by the CFA Institute.

Links

Timeline

  • Co-head Of Investment Management

    February 1, 2024 - present

  • Head Of Product Management

    May, 2022

  • Chief Operating Officer

    October, 2020

  • Director of Portfolio Management & Operations

    January, 2017

  • Portfolio Manager

    June, 2008

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