O'Shaughnessy Asset Management Employee Directory

Q: What is O'Shaughnessy Asset Management known for?

O'Shaughnessy Asset Management was founded in 2007. O'Shaughnessy Asset Management operates in the Investment Management industry.

Q: Who are O'Shaughnessy Asset Management's key employees and leadership?

O'Shaughnessy Asset Management's key employees include: Senior Executive Assistant To The CEO/Office Manager: E. G., Chief Compliance Officer/Principal: R. A. I. E., Chief Financial Officer: S. L., Chief Of Staff: K. S., Vice President And Senior Software Developer: T. G..

Investment ManagementConnecticut, United States51-200 Employees

A Franklin Templeton company, O’Shaughnessy Asset Management (OSAM) combines deep research, advanced software, and a focus on tax-aware investing to deliver factor-based investment strategies and truly personalized portfolios though our Canvas© platform.

With decades of experience in systematic investing and SMA implementation, Canvas harnesses the full power of modern technology to help advisors build tax-optimized portfolios, tailored to each client's goals and values. With Canvas, advisors gain greater control, save time, and maximize tax savings—effortlessly.

Find O'Shaughnessy Asset Management employees' phone numbers or email addresses

O'Shaughnessy Asset Management Global Highlights

North America
146

United States Of America
146

O'Shaughnessy Asset Management's Leadership

R. A. I. E.
Chief Compliance Officer/Principal
Mobile Phone
Email
S. L.
Chief Financial Officer
Mobile Phone
Email
K. S.
Chief Of Staff
Mobile Phone
Email
T. G.
Vice President And Senior Software Developer
Mobile Phone
Email
A. O.
Vice President -Portfolio Implementation
Mobile Phone
Email
S. H.
Vice President Systems Administrator
Mobile Phone
Email
C. L.
President
Mobile Phone
Email
A. H.
Head Of Marketing Operations
Mobile Phone
Email

Contact profiles from O'Shaughnessy Asset Management

Name

Title

Contact Info

Location

Last Update

R. P.
Executive Chairman, O'shaughnessy Asset Management
Mobile Phone
Email
United StatesConnecticut
Dec 17, 2025
C. L.
President
Mobile Phone
Email
United StatesConnecticut
Nov 21, 2025
C. M.
Co-Chief Investment Officer
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
E. G.
Senior Executive Assistant To The CEO/Office Manager
Mobile Phone
Email
United StatesConnecticut
Oct 23, 2024
J. O.
Chairman And Chief Executive Officer
Mobile Phone
Email
Oct 22, 2024
R. A. I. E.
Chief Compliance Officer/Principal
Mobile Phone
Email
United StatesNew Jersey
Dec 17, 2025
S. L.
Chief Financial Officer
Mobile Phone
Email
UNITED STATES
Oct 21, 2024
J. S.
Managing Director - Head Of Client Onboarding
Mobile Phone
Email
United StatesMaryland
Nov 13, 2025
E. S.
Principal – Co-Head Of Investment Management And Chief Investment Strategist
Mobile Phone
Email
Dec 17, 2025
A. H.
Head Of Marketing Operations
Mobile Phone
Email
United StatesNew York
Dec 17, 2025

Frequently Asked Questions

What is O'Shaughnessy Asset Management known for?

O'Shaughnessy Asset Management was founded in 2007 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-203-324-****

. Explore O'Shaughnessy Asset Management's company overview page for more information.

What is O'Shaughnessy Asset Management's most common email format?

O'Shaughnessy Asset Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more O'Shaughnessy Asset Management email formats with LeadIQ.

How many employees does O'Shaughnessy Asset Management have currently?

O'Shaughnessy Asset Management has approximately 97 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are O'Shaughnessy Asset Management's key employees and leadership?

As of December 2025, O'Shaughnessy Asset Management's key employees include:

Chief Compliance Officer/Principal: R. A. I. E.
Chief Financial Officer: S. L.
Chief Of Staff: K. S.
Vice President And Senior Software Developer: T. G.
Vice President -Portfolio Implementation: A. O.

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