O'Shaughnessy Asset Management, LLC (OSAM)

Description

Address: 6 Suburban Ave, Stamford, CT 06901 Phone: (203) 975-3333: Place name: : : Hours: Category: : : : Website: Website: http://www.osam.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of O'Shaughnessy Asset Management, LLC Posting publicly on the Web Write a review Reviews 2 Google reviews

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O'Shaughnessy Asset Management, LLC (OSAM) Employees

Employee
Years
Job
Industry
Cailin Gillespie Cailin Gillespie Greater New York City Area Details
Cailin Gillespie's O'Shaughnessy Asset Management, LLC (OSAM) Experience May 2014 - August 2014
Job Teaching Assistant at The University of Notre Dame Mendoza College of Business
Industry Financial Services
Experience
The University of Notre Dame Mendoza College of Business  August 2014 - Present
O'Shaughnessy Asset Management, LLC (OSAM)   May 2014 - August 2014
TutaPoint.com  June 2013 - July 2013
Priceline.com  June 2012 - August 2012

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Event Planning, Access, Data Analysis, Team Leadership, Teamwork, Customer Service, Facebook, Leadership, Photoshop, Financial Analysis

Education
University of Notre Dame   2011 — 2015
Bachelor of Business Administration (BBA), Accounting and English

University of Notre Dame Australia
Certificate in Asia Pacific Business

Viktar Kazlouski Viktar Kazlouski Greater New York City Area Details
Viktar Kazlouski's O'Shaughnessy Asset Management, LLC (OSAM) Experience June 2014 - Present
Job Associate at O'Shaughnessy Asset Management, LLC
Industry Investment Management
Experience
O'Shaughnessy Asset Management, LLC (OSAM)   June 2014 - Present
Deloitte  April 2013 - June 2014
UBS Investment Bank  June 2012 - August 2012

Skills
Investment Performance, GIPS, Microsoft SQL Server, Performance Attribution, C#, Microsoft Excel, Financial Modeling, Equities, Economics, Financial Analysis, Quantitative Analytics, Calculus, Data Analysis, Valuation

Education
Baruch College, City University of New York (CUNY)   2014 — 2015
Certificate in Advanced Calculus for Financial Engineering, Financial Engineering

Baruch College, City University of New York (CUNY)   2014 — 2015
Certificate in C++ Programming for Financial Engineering, Financial Engineering

University of Connecticut   2010 — 2012
Bachelor of Arts (BA), Interdisciplinary Studies; Economics and Finance concentration

Belarusian State Economic University   2003 — 2006
Bachelor of Science (B.S.), Economic Policy, Economics

Vinny DeGenova Vinny DeGenova Boston, Massachusetts Details
Vinny DeGenova's O'Shaughnessy Asset Management, LLC (OSAM) Experience July 2013 - August 2013
Job Engineering Leadership Development Program at BAE Systems
Industry Higher Education
Experience
BAE Systems  June 2014 - Present
Boston University  August 2013 - May 2014
O'Shaughnessy Asset Management, LLC (OSAM)   July 2013 - August 2013
Boston University  January 2012 - December 2012
Boston University  May 2012 - September 2012
Gardner Lab of Neural Circuit Formation   January 2011 - January 2012
Fairfield Country Club   May 2011 - August 2011
Boston University Dining Service Employee   September 2010 - January 2011
Sikorsky Aircraft  May 2010 - August 2010
Old Towne Restaurant   November 2008 - August 2010

Skills
Programming, Matlab, C++, C, SQL, Linux, HTML, OS X, CSS, Windows, C#, Object Oriented Design, Visual Studio, Image Processing, Machine Learning, Python

Education
University of Southern California   2015 — 2017
Master of Science (M.S.), Computer Science

Boston University   2010 — 2014
Bachelor's Degree, Electrical Engineering, Cum Laude

Trumbull High School   2006 — 2010

Patrick McStay Patrick McStay Greater New York City Area Details
Patrick McStay's O'Shaughnessy Asset Management, LLC (OSAM) Experience March 2015 - Present
Job Associate, Financial Advisor Services at O'Shaughnessy Asset Management, LLC (OSAM)
Industry Investment Management
Experience
O'Shaughnessy Asset Management, LLC (OSAM)   March 2015 - Present
Morgan Stanley Wealth Management  March 2013 - March 2015
Beck Mack and Oliver, LLC   June 2009 - March 2013
Royal Bank of Scotland  March 2005 - May 2009
Fidelity Investments  2002 - 2002

Skills
Series 7, 66, Fixed Income, Equities, Trading, Portfolio Management, Investments, FX Options, Options, Bonds, Settlement, Investment Management, Currency, Bloomberg, Hedge Funds, Financial Risk, Series 7, Structured Products

Education
Providence College   1999 — 2003
BS, Business Administration and Management, General

Bishop Hendricken H.S.   1994 — 1999

Pranav J. Sehgal Pranav J. Sehgal Greenwich, Connecticut Details
Pranav J. Sehgal's O'Shaughnessy Asset Management, LLC (OSAM) Experience September 2012 - December 2012
Job Business Development at Oracle
Industry
Experience
Oracle  July 2015 - Present
Nickelodeon  June 2014 - August 2014
Major League Baseball  June 2013 - July 2013
O'Shaughnessy Asset Management, LLC (OSAM)   September 2012 - December 2012
Golf Digest  June 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Public Speaking, Financial Analysis, PowerPoint, Microsoft Word, Social Media, Research, Data Analysis, Leadership, Teamwork, Customer Service, Financial Modeling, Management

Education
Cornell University   2011 — 2015
Industrial and Labor Relations, Senior

Cornell University   2011 — 2015
Bachelor of Science (B.S.), Labor and Industrial Relations

Rick Eastland Rick Eastland Greater Los Angeles Area Details
Rick Eastland's O'Shaughnessy Asset Management, LLC (OSAM) Experience July 2000 - May 2001
Job Harbor Road Capital Management LLC
Industry Information Technology and Services
Experience
Harbor Road Capital Management LLC   March 2012 - Present
PeopleLinx  April 2009 - December 2013
J Heck Investments   January 2011 - April 2012
Southern California Edison  June 2009 - January 2011
Engemann Asset Management  July 2007 - September 2008
Clean Energy Asset Management   October 2006 - June 2007
Royce and Associates   June 2006 - August 2006
The Royce Funds  February 2002 - June 2005
UBS  October 2001 - February 2002
O'Shaughnessy Asset Management, LLC (OSAM)   July 2000 - May 2001

Education
University of Southern California - Marshall School of Business   2005 — 2007
Master of Business Administration (M.B.A.), Finance

Trinity College-Hartford   1996 — 2000
Bachelor's Degree, Psychology

St. Paul's School   1992 — 1996
High School

Angela Tino Angela Tino Stamford, Connecticut Details
Angela Tino's O'Shaughnessy Asset Management, LLC (OSAM) Experience 2010 - 2011
Job Graphic Designer
Industry Graphic Design
Experience
O'Shaughnessy Asset Management  November 2010 - Present
Cliff Young LTD  February 2011 - May 2011
O'Shaughnessy Asset Management, LLC (OSAM)   2010 - 2011
NMSS  January 2010 - February 2010
Brand Partners  July 2009 - August 2009

Education
The Sage Colleges-Sage College of Albany   2006 — 2010
BFA, Graphic Design

Thomas Zombek Thomas Zombek Stamford, Connecticut Details
Thomas Zombek's O'Shaughnessy Asset Management, LLC (OSAM) Experience April 2014 - Present
Job Creative Services Specialist
Industry Marketing and Advertising
Experience
O'Shaughnessy Asset Management, LLC (OSAM)   April 2014 - Present
RGIS  June 2013 - March 2014
Otto L. Shortell Middle School   March 2013 - May 2013
FES Installations, Inc.   January 2013 - March 2013
Rest In Peace Rochester Live Events & Promotions (RIPROC)   January 2012 - October 2012
Blue Apple Productions  April 2011 - April 2012
SUNY Geneseo  January 2009 - December 2011

Skills
Communication, Promotions, Event Planning, Events Coordination, Customer Engagement, Networking, Marketing, Social Media Marketing, Advertising, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Prezi, iPhone, Research, Presentations, Blogging, Content Marketing, Brand Development, Brand Management, Branding & Identity

Education
State University of New York College at Geneseo   2007 — 2012
Bachelor of Arts (BA), Communication, General

Erica Teixeira Erica Teixeira Bridgeport, Connecticut Details
Erica Teixeira's O'Shaughnessy Asset Management, LLC (OSAM) Experience October 2014 - May 2015
Job Associate at COMET Technologies
Industry Investment Management
Experience
COMET Technologies USA, Inc.   August 2015 - Present
The McIntyre Group  October 2014 - Present
The Navigators Group, Inc.   July 2015 - July 2015
O'Shaughnessy Asset Management, LLC (OSAM)   October 2014 - May 2015
Temple Shalom  October 2014 - October 2014
Angelo's Pizza  June 2008 - September 2014
Northwestern Mutual  November 2013 - July 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Team Leadership, Organizational...

Education
The University of Connecticut School of Business   2012 — 2016
Bachelors of Business, Finance and Financial Management Services, 3.92/4.0

Saint Joseph High School   2008 — 2012
93/100 GPA

Jim Babson, CFA Jim Babson, CFA Moraga, California Details
Jim Babson, CFA's O'Shaughnessy Asset Management, LLC (OSAM) Experience February 2014 - Present
Job Managing Director at O'Shaughnessy Asset Management, LLC (OSAM)
Industry Financial Services
Experience
O'Shaughnessy Asset Management, LLC (OSAM)   February 2014 - Present
Oak Ridge Investments  April 1998 - February 2014
Insight Capital Research & Management  August 1992 - April 1998
Fidelity Investments  April 1986 - April 1989

Skills
Asset Allocation, Asset Management, Equities, Investments, Marketing, Mutual Funds, Series 7, Investment Strategies, Series 63, Hedge Funds, Investment Advisory, Alternative Investments, Portfolio Management, Securities, Wealth Management

Education
Texas A&M University   1981 — 1985
Bachelor of Business Administration (BBA), Finance, General

The University of Dallas   1990 — 1992
Master of Business Administration (MBA), Corporate Finance

Travis Fairchild, CFA Travis Fairchild, CFA Greater New York City Area Details
Travis Fairchild, CFA's O'Shaughnessy Asset Management, LLC (OSAM) Experience January 2013 - February 2015
Job Associate Director, Assistant Portfolio Manager at O'Shaughnessy Asset Management (OSAM)
Industry Investment Management
Experience
O'Shaughnessy Asset Management, LLC   January 2015 - Present
O'Shaughnessy Asset Management, LLC (OSAM)   January 2013 - February 2015
O'Shaughnessy Asset Management, LLC (OSAM)   August 2010 - January 2013
O'Shaughnessy Asset Management, LLC (OSAM)   May 2010 - August 2010
Mercer Health & Benefits  2003 - 2009

Skills
Portfolio Management, Asset Allocation, Investment Strategies, Asset Management, Financial Modeling, Equity Research, Bloomberg, Asset Managment, SQL, R, Equities, Hedge Funds, Quantitative Analytics, Investments, Alternative Investments, Investment Management, Valuation, Capital Markets, Financial Analysis, Bloomberg Terminal, Python, Natural Language..., Management

Education
Cornell University - S.C. Johnson Graduate School of Management   2009 — 2011
MBA, Capital Markets & Asset Management (CMAM) Immersion

University of Kansas   1999 — 2003
Business and Math Double Major

Anjuli Finch Anjuli Finch Greater New York City Area Details
Anjuli Finch's O'Shaughnessy Asset Management, LLC (OSAM) Experience June 2014 - Present
Job Client Services Specialist at O'Shaughnessy Asset Management, LLC (OSAM)
Industry Financial Services
Experience
O'Shaughnessy Asset Management, LLC (OSAM)   June 2014 - Present
Colgate University  September 2012 - May 2014
O'Shaughnessy Asset Management, LLC (OSAM)   May 2013 - August 2013
St. James’s Place Wealth Management   April 2013 - May 2013
SGX  June 2011 - August 2012

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Customer Service, Financial Services, Financial Planning, Event Planning, Teamwork, English, Marketing Strategy, Quantitative Finance

Education
Colgate University   2010 — 2014
BA, Economics

Singapore American School   2002 — 2010

Taylor Boles Taylor Boles Greater New York City Area Details
Taylor Boles's O'Shaughnessy Asset Management, LLC (OSAM) Experience June 2015 - September 2015
Job Administrative Intern at O'Shaughnessy Asset Management, LLC (OSAM)
Industry Financial Services
Experience
O'Shaughnessy Asset Management, LLC (OSAM)   June 2015 - September 2015
Threshold Training Associates s.r.o.   October 2014 - June 2015
GoGen Ltd   May 2014 - July 2014
Tender  January 2014 - March 2014
The Sporting Club at The Bellevue  August 2012 - January 2013

Skills
Public Relations, Facebook, Social Networking, PowerPoint, Social Media Marketing, Event Planning, Event Management, Fundraising, Customer Service, Social Media, Editing, Blogging, Email Marketing, Research, Nonprofits, Performing Arts, Public Speaking, Teaching, Theatre, Creative Writing, Community Outreach, Acting, Drama, Music

Education
Goldsmiths, University of London   2013 — 2014
Master's Degree, Applied Drama, Merit

The University of the Arts   2008 — 2012
Bachelor of Fine Arts (BFA), Acting

Ben Emerson Ben Emerson Wilton, Connecticut Details
Ben Emerson's O'Shaughnessy Asset Management, LLC (OSAM) Experience January 2008 - Present
Job Designer, Creative, Writer, Visual Systemologist
Industry Design
Experience
O'Shaughnessy Asset Management, LLC (OSAM)   January 2008 - Present
Various Firms c/o Aquent & CreativePlacement   2005 - 2008
Alexander Isley, Inc.   2007 - 2007
United States Tennis Association (USTA)   2007 - 2007
New York Life Insurance Company  2006 - 2007
Rocky Mountain Institute  2001 - 2005
The Snow Buffalo (non-fiction/memoir)   2001 - 2001
The Design Studio (Basalt, CO)   2000 - 2001
Aspen Daily News  2000 - 2000
Gerry Sportswear Company   1997 - 1999

Skills
Strategic Planning, Team Leadership, Collaborative Leadership, Mentoring Of Staff, Creative Writing, Memoir, Ideation, Social Media, Web Design, Graphic Design, Marketing Strategy, Copywriting, Copy Editing, Production, Project Coordination, Budget Analysis, Corporate Communications, Sourcing &..., Fulfillment, Documentation, Editing, Public Relations, Leadership, Publishing, Social Media Marketing, Blogging, Direct Mail, Corporate Branding, Budgets, Creative Direction, Software Documentation, Order Fulfillment, Management

Education
ABRHS
French, Latin

Northfield Mount Hermon School
Cum Laude, Student Leader

Rhode Island School of Design
BFA, Graphic Design

University of Colorado at Boulder
Attended School of Environmental Design (ENVD)

Angela Tino Angela Tino New York, New York Details
Angela Tino's O'Shaughnessy Asset Management, LLC (OSAM) Experience November 2010 - October 2011
Job Graphic Designer at Gibson, Dunn & Crutcher LLP
Industry Graphic Design
Experience
The Element Group  September 2011 - Present
Gibson, Dunn & Crutcher LLP   October 2012 - July 2014
FEMA  2012 - 2012
O'Shaughnessy Asset Management, LLC (OSAM)   November 2010 - October 2011
Cliff Young LTD  February 2011 - May 2011
National MS Society Upstate New York Chapter  January 2010 - February 2010
Brand Partners  July 2009 - August 2009

Skills
Microsoft Office, Government, Research, Public Speaking, Customer Service, Project Management, Strategic Planning, Microsoft Excel, Policy, Change Management, Program Management, Microsoft Word, PowerPoint, Social Media, Nonprofits, Public Relations, Community Outreach, Management, Project Planning, Policy Analysis, Illustrator, Brochures

Education
The Sage Colleges-Sage College of Albany   2006 — 2010
Bachelor of Fine Arts (BFA), Graphic Design

Jake Colbert Jake Colbert Holmes, New York Details
Jake Colbert's O'Shaughnessy Asset Management, LLC (OSAM) Experience June 2014 - August 2014
Job International Equities Intern at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  June 2015 - Present
O'Shaughnessy Asset Management, LLC (OSAM)   June 2014 - August 2014
Barnes & Noble  September 2013 - April 2014
Town of Pawling Department of Recreation   May 2012 - August 2013

Skills
Investment Strategies, Hedge Funds, Valuation, Microsoft Excel, Market Research, Portfolio Management, Equities, Bloomberg

Education
Bentley University   2013 — 2017
Bachelor’s Degree, Finance, General

Canterbury School   2009 — 2013
High School

David Baeckelandt David Baeckelandt Greater Chicago Area Details
David Baeckelandt's O'Shaughnessy Asset Management, LLC (OSAM) Experience November 2012 - August 2014
Job Managing Director, Institutional Sales at LaSalle St. Investment Advisors, LLC
Industry Investment Management
Experience
LaSalle St. Investment Advisors, LLC   January 2015 - Present
O'Shaughnessy Asset Management, LLC (OSAM)   November 2012 - August 2014
Segall Bryant & Hamill  December 2009 - November 2012
Mercer Investment Consulting  November 2005 - August 2009
Chicago Pacific Capital Advisors, Inc.   2002 - 2009
William Blair & Co., LLC   June 1994 - August 2002
Bank of Tokyo Trust Co. of NY   June 1990 - June 1994
Mitsubishi Bank Trust Co. of NY   August 1988 - June 1990

Skills
Investments, Investment Management, Securities, Alternative Investments, Start-ups, Hedge Funds, Competitive Analysis, Portfolio Management, Asset Management, Equities, Sales, Asset Managment, Series 7, Finance, Investment Banking, Asset Allocation, Financial Services, Private Equity, Strategic Planning, Financial Modeling, Fixed Income, Relationship Management, Business Development, Entrepreneurship, Investment Strategies, Business Strategy, Mutual Funds, Capital Markets, Valuation, Venture Capital, Investment Advisory, Product Management, Financial Analysis, Investor Relations, Due Diligence, Emerging Markets, Financial Markets, Risk Management, Derivatives, Economics, Options, Market Research, Consulting, Non-profits, Corporate Finance, Strategic Financial..., Financial Advisory, History, Mergers, Non Profit Boards

Education
University of Illinois at Urbana-Champaign   1980 — 1988
MA, BA

Konan University   1983 — 1984
Study Abroad

NDHS

Shaun Hockeiser Shaun Hockeiser Greater New York City Area Details
Shaun Hockeiser's O'Shaughnessy Asset Management, LLC (OSAM) Experience June 2013 - January 2015
Job Research Associate at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers  August 2015 - Present
O'Shaughnessy Asset Management, LLC (OSAM)   June 2013 - January 2015

Education
New York University   2009 — 2013
Bachelor of Arts (B.A.), Economics

Manson Jiangxiao Zhu Manson Jiangxiao Zhu Greater New York City Area Details
Manson Jiangxiao Zhu's O'Shaughnessy Asset Management, LLC (OSAM) Experience January 2011 - Present
Job Research Analyst
Industry Financial Services
Experience
O'Shaughnessy Asset Management, LLC (OSAM)   January 2011 - Present

Skills
Fixed Income, VBA, Bloomberg, Options, R, Derivatives, Equities, Quantitative Analytics, Quantitative Finance, Hedge Funds, Equity Derivatives, Investments, Financial Modeling, Capital Markets, SQL, Matlab, Market Risk, Credit Derivatives, C#, Python

Education
Carnegie Mellon University - Tepper School of Business   2011 — 2013
Master, Computational Finance

University of Wisconsin-Madison   2008 — 2010
Master, Industrial Engineering

Huazhong University of Science and Technology   2004 — 2008
BS, Logistics System Engineering

Ehren Stanhope, CFA Ehren Stanhope, CFA Greater New York City Area Details
Ehren Stanhope, CFA's O'Shaughnessy Asset Management, LLC (OSAM) Experience January 2010 - Present
Job Principal at O'Shaughnessy Asset Management
Industry Financial Services
Experience
O'Shaughnessy Asset Management, LLC (OSAM)   January 2010 - Present
Western Asset Management  February 2008 - January 2010
Indymac Bank  May 2007 - January 2008
Sigma Phi Epsilon  June 2005 - June 2007

Skills
Asset Allocation, Asset Management, Fixed Income, Equities, Managed Money, Portfolio Management, Investments, Mutual Funds, Investment Strategies, Bonds, Client Service, Research, Wealth Management, Investment Management, Quantitative Analytics, High Net Worth..., Relationship Management, Asset Managment, Financial Services, Alternative Investments, Hedge Funds, Wealth Management..., Investment Advisory, Securities, Blogging

Education
Yale University - Yale School of Management   2015 — 2017
MBA for Executives, Asset Management

Tulane University - A.B. Freeman School of Business   2001 — 2005
Bachelor of Science, Management; Finance and Legal Studies

Daniel Nitiutomo Daniel Nitiutomo Greater New York City Area Details
Daniel Nitiutomo's O'Shaughnessy Asset Management, LLC (OSAM) Experience April 2015 - Present
Job Performance Analyst, Developer at O'Shaughnessy Asset Management, LLC (OSAM)
Industry Financial Services
Experience
O'Shaughnessy Asset Management, LLC (OSAM)   April 2015 - Present
Deutsche Bank  December 2013 - April 2015
Deutsche Bank  September 2012 - December 2013
J.P. Morgan   June 2011 - August 2011
SecondMarket, Inc.   November 2010 - February 2011
Google  June 2010 - August 2010
Jerome A. Chazen Institute for International Business   September 2009 - May 2010

Skills
Equities, C#, SQL, Python, R

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2008 — 2012
Bachelor of Science (B.S.), Operations Research

Max Asciutto Max Asciutto Greater New York City Area Details
Max Asciutto's O'Shaughnessy Asset Management, LLC (OSAM) Experience October 2014 - Present
Job Vice President at O'Shaughnessy Asset Management, LLC (OSAM)
Industry Internet
Experience
O'Shaughnessy Asset Management, LLC (OSAM)   October 2014 - Present
LetsGoOrder.com / RestaurantLadder.com   December 2011 - October 2014
NewOak Capital  January 2012 - January 2013
PRIMA Multimedia   January 2006 - January 2013
NewOak Capital  2010 - 2010
Gabelli Asset Management  January 2009 - August 2009
GHI  June 2008 - September 2008
Airtime Media   January 2007 - August 2007
Stamford Museum & Nature Center  September 2005 - August 2006

Skills
Hedge Funds, Website Development, Web Applications, Marketing, E-commerce, CSS, Wordpress, Email Marketing, jQuery, Web Analytics, Databases, Information Architecture, Start-ups, Web Design, Web Development, Food & Beverage, WordPress, Cloud Computing, SEO, Entrepreneurship, Sales, C#

Education
Northeastern University   2007 — 2011
Finance & Marketing

Luke Donenfeld, CAIA Luke Donenfeld, CAIA Greater New York City Area Details
Luke Donenfeld, CAIA's O'Shaughnessy Asset Management, LLC (OSAM) Experience January 1999 - January 2005
Job Vice President Fixed Income Strategies at First Empire Securities, Inc
Industry Financial Services
Experience
First Empire Securities, Inc  April 2012 - Present
First Empire Securities  January 2012 - Present
Advisors Asset Management, Inc.   April 2007 - June 2011
Advisors Asset Management  January 2007 - January 2011
Mulholland Capital Advisors   2006 - 2006
O'Shaughnessy Asset Management, LLC (OSAM)   January 1999 - January 2005
Bear Stearns Asset Management Inc.  1999 - 2005
Chase Global Mutual Funds Group   January 1998 - January 1999
Van Kampen American Capital  January 1997 - January 1998
Diversified Financial Concepts  June 1994 - June 1997

Skills
Asset Allocation, Group Presentations, ETFs, Mutual Funds, Alternative Investments, Series 7, Asset Management, Fixed Income, Securities, Institutional, Investments, Portfolio Management, Bonds, Hedge Funds, Equities, Wealth Management, Investment Strategies, Financial Markets, Annuities, Investment Advisory, Retirement, Financial Planning, Due Diligence, Asset, Retirement Planning, Insurance, Wealth, Risk Management, Financial Advisory, Series 63, IRA's, Emerging Markets, Credit, Financial Analysis, Separately Managed..., Compliance, Client Service, SMA, Analysis, Annuity, Managed Accounts, Investment Products, Fixed Income Products, Portfolio Optimization, Stocks, Fund Of Funds, Series 6, Morningstar, Portfolios, Managed Futures

Education
Boston University   1990 — 1994
Bachelor of Liberal Arts, International Relations

Staples High School   1987 — 1990

Paul Ackerley Paul Ackerley Greater New York City Area Details
Paul Ackerley's O'Shaughnessy Asset Management, LLC (OSAM) Experience February 2015 - Present
Job VP Trading at O'Shaughnessy Asset Management, LLC (OSAM)
Industry Financial Services
Experience
O'Shaughnessy Asset Management, LLC (OSAM)   February 2015 - Present
Newgate Capital Management LLC  February 2011 - February 2015
AMR Capital Trading  February 2003 - January 2012
Deutsche Asset Management  March 2001 - February 2003
Zurich Scudder Investments  May 2000 - March 2001

Skills
Equities, Advent, Omgeo Oasys, DTC, Bloomberg, Fiserv APL, WRAP, SWIFT

Education
Syracuse University - Martin J. Whitman School of Management   1997 — 1999
Bachelor's of Science, Finance

Wayne Dowe Wayne Dowe Greater New York City Area Details
Wayne Dowe's O'Shaughnessy Asset Management, LLC (OSAM) Experience October 2007 - February 2009
Job
Industry Investment Management
Experience
Barclays Capital  May 2009 - Present
Barclays Capital  May 2009 - Present
O'Shaughnessy Asset Management, LLC (OSAM)   October 2007 - February 2009
O'Shaughnessy Asset Management, LLC (OSAM)   October 2007 - February 2009
Barclays Capital  November 2004 - October 2007
Barclays Capital  2004 - 2007
Robeco USA   August 1998 - November 2004
Robeco Investment Management - Weiss, Peck & Greer   1998 - 2004
Bank of New York  November 1995 - August 1998
United States Marine Corp  August 1989 - April 1997

Skills
Fixed Income, Equities, Securities, Derivatives, Bloomberg, Portfolio Management, Bonds

Education
Iona College   1989 — 1993
Bachelor of Arts, Criminal Justice

Iona College   1989 — 1993
Bachelor of Arts, Criminal Justice

Jamaica High School   1985 — 1989
High School Diploma

Andrew Berkovits Andrew Berkovits Greater New York City Area Details
Andrew Berkovits's O'Shaughnessy Asset Management, LLC (OSAM) Experience November 2013 - January 2014
Job Client Service Associate at Rapid Ratings International
Industry Financial Services
Experience
Rapid Ratings International  January 2014 - Present
O'Shaughnessy Asset Management, LLC (OSAM)   November 2013 - January 2014
O'Shaughnessy Asset Management, LLC (OSAM)   December 2012 - November 2013
B & K Realty Management Corp   November 2010 - July 2011
CESD  June 2010 - August 2010
CESD  November 2009 - June 2010
CESD  August 2009 - October 2009

Skills
Team Leadership, Research, Microsoft Excel, Spanish, Microsoft Office, PowerPoint

Education
Tel Aviv University   2011 — 2012
M.A. International Security & Diplomacy

Washington University in St. Louis   2005 — 2009
A.B., Anthropology