LeadIQ logo
Learn more at LeadIQ.com
O'Shaughnessy Asset Management logo

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
147

Minus sign iconPlus sign icon
  • United States Of America
    147

O'Shaughnessy Asset Management's Leadership

  • Stylized image of a person
    K. S.
    Chief Of Staff
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. O.
    Chairman And Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. S.
    Principal – Co-Head Of Investment Management And Chief Investment Strategist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. B.
    Vice President, Relationship Management Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. G.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. H.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. O.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. R.
    Managing Director Senior Software Engineer
    Phone icon
    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 Info
Location
Last Update
  • Stylized image of a person
    C. B.
    Associate, Performance Analyst
    Phone icon
    Mobile Phone
    May 31, 2026

Frequently Asked Questions

What is O'Shaughnessy Asset Management known for?

Minus sign iconPlus sign iconO'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?

Minus sign iconPlus sign iconO'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?

Minus sign iconPlus sign iconO'Shaughnessy Asset Management has approximately 104 employees as of July 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 July 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.