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O'Shaughnessy Asset Management Employee Directory

Investment ManagementConnecticut, United States51-200 Employees

O'Shaughnessy Asset Management (OSAM) operates in the investment management industry and is based in Stamford, Connecticut. The firm integrates research, software, and tax-aware investing to develop factor-based investment strategies and personalized portfolios through its Canvas platform. OSAM emphasizes systematic investing and separately managed account (SMA) implementation, enabling advisors to construct tax-optimized portfolios aligned with clients’ goals and values while saving time and increasing control. The company serves financial advisors and their clients, addressing the need for nuanced, tax-efficient, goal-driven portfolio construction. Located in the greater New York metropolitan area, OSAM positions itself as a technology-enabled asset manager that combines quantitative research with personalized portfolio solutions for tax optimization and customization.

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

O'Shaughnessy Asset Management Global Highlights

Location
Employees

North America
146

Minus sign iconPlus sign icon
  • United States Of America
    146

O'Shaughnessy Asset Management's Leadership

  • Chief Of Staff at O'Shaughnessy Asset Management
    K. S.
    Chief Of Staff
    Mobile Phone
  • Chairman And Chief Executive Officer at O'Shaughnessy Asset Management
    J. O.
    Chairman And Chief Executive Officer
    Mobile Phone
  • Principal – Co-Head Of Investment Management And Chief Investment Strategist at O'Shaughnessy Asset Management
    E. S.
    Principal – Co-Head Of Investment Management And Chief Investment Strategist
    Mobile Phone
  • Vice President, Relationship Management Specialist at O'Shaughnessy Asset Management
    N. B.
    Vice President, Relationship Management Specialist
    Mobile Phone
  • Vice President at O'Shaughnessy Asset Management
    E. G.
    Vice President
    Mobile Phone
  • Vice President at O'Shaughnessy Asset Management
    M. H.
    Vice President
    Mobile Phone
  • Vice President at O'Shaughnessy Asset Management
    P. O.
    Vice President
    Mobile Phone
  • Managing Director Senior Software Engineer at O'Shaughnessy Asset Management
    B. R.
    Managing Director Senior Software Engineer
    Mobile Phone

O'Shaughnessy Asset Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Engineering
  • Business
  • Product Management
  • Other
  • Program & Project Management

Contact profiles from O'Shaughnessy Asset Management

Name
Title
Contact
Location
Last Update
  • Chairman And Chief Executive Officer at O'Shaughnessy Asset Management
    J. O.
    Chairman And Chief Executive Officer
    Mobile Phone
    Oct 22, 2024
  • Principal – Co-Head Of Investment Management And Chief Investment Strategist at O'Shaughnessy Asset Management
    E. S.
    Principal – Co-Head Of Investment Management And Chief Investment Strategist
    Mobile Phone
    Jun 30, 2026
  • Vice President, Relationship Management Specialist at O'Shaughnessy Asset Management
    N. B.
    Vice President, Relationship Management Specialist
    Mobile Phone
    Mar 09, 2026
  • Vice President at O'Shaughnessy Asset Management
    E. G.
    Vice President
    Mobile Phone
    Jul 07, 2024
  • Chief Of Staff at O'Shaughnessy Asset Management
    K. S.
    Chief Of Staff
    Mobile Phone
    Oct 22, 2024
  • Vice President at O'Shaughnessy Asset Management
    M. H.
    Vice President
    Mobile Phone
    Oct 21, 2024
  • Vice President at O'Shaughnessy Asset Management
    P. O.
    Vice President
    Mobile Phone
    Dec 11, 2024
  • Managing Director Senior Software Engineer at O'Shaughnessy Asset Management
    B. R.
    Managing Director Senior Software Engineer
    Mobile Phone
    Aug 26, 2026
  • Managing Director at O'Shaughnessy Asset Management
    D. B.
    Managing Director
    Mobile Phone
    Oct 22, 2024
  • Director Technology at O'Shaughnessy Asset Management
    F. F.
    Director Technology
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is O'Shaughnessy Asset Management known for?

Minus sign iconPlus sign iconO'Shaughnessy Asset Management was founded in 2007 and operates in the Investment Management industry. You can contact O'Shaughnessy Asset Management's 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?

Minus sign iconPlus sign iconO'Shaughnessy Asset Management employees' email format typically follows the pattern of First.Last@osam.com. 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?

Minus sign iconPlus sign iconO'Shaughnessy Asset Management has approximately 107 employees as of August 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of August 2026, O'Shaughnessy Asset Management's key employees include:

  • Chief Of Staff: K. S.
  • Chairman And Chief Executive Officer: J. O.
  • Principal – Co-Head Of Investment Management And Chief Investment Strategist: E. S.
  • Vice President, Relationship Management Specialist: N. B.
  • Vice President: E. G.

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