Our Company

O'Shaughnessy Management (OSAM) is a quantitative asset management firm headquartered in Stamford, Connecticut, and a wholly owned subsidiary of Franklin Templeton.
We offer a wide range of equity portfolios, including customized indexes, tailored to institutional investors, individual investors, and high-net-worth clients of financial advisors. OSAM also serves as an investment advisor for U.S. mutual funds and as a sub-advisor for a mutual fund family through the Royal Bank of Canada.
Our team has been managing funds for clients since 1996.

Team

Achieving investment success requires continuous exploration, disciplined execution, and having "skin in the game." We have built a team dedicated to applying long-term investment styles, ensuring that our interests align with those of our clients and OSAM colleagues.Our 12 managing members have an average tenure of 19 years, with most employees having spent the majority of their careers at OSAM. We are always looking for curious and talented individuals to join our team.

Executive Team
Executive Team
Roger Paradiso CEO, Chairman
Chris Loveless Principal, President
Raymond Amoroso, III, Esq. Representative, Chief Compliance Officer
Scott Bartone, CFA Representative, Co-Head of Investment Management, Chief Product Officer, Portfolio Manager
Erin Foley Principal, President
Rajat Gupta Principal, CTO
Ari Rosenbaum Representative, Director of Private Wealth Solutions
Kristopher R. Smith, CFA Representative, Chief Operating Officer
Claudine Spence Representative, Head of Client Services
Ehren J. Stanhope, CFA Representative, Co-Head of Investment Management, Chief Investment Strategist, Portfolio Manager
Anthony Vollmer, CIMA Representative, Director of Retail Wealth Solutions
Investment Management Team
Investment Management Team
Ehren J. Stanhope, CFA Representative, Co-Head of Investment Management, Chief Investment Strategist, Portfolio Manager
Scott Bartone, CFA Representative, Co-Head of Investment Management, Chief Product Officer, Portfolio Manager
Claire Noel, CFA Managing Director, Director of Research, Portfolio Manager
Joseph Giroux Managing Director, Director of Research, Portfolio Manager
Daniel Nitiutomo, CFA Executive Managing Director, Portfolio Manager
Maksim Papenkov Vice President, Associate Portfolio Manager
Euan Mackay, CFA Executive Director, Client Portfolio Manager
Lenny Castagna Executive Director, Client Portfolio Manager
Erin Foley Principal, President
Andrea O'Loughlin Vice President, Senior Implementation Analyst
William Carinci Associate Director, Senior Implementation Analyst
Jeffrey Gebauer Associate Director, Implementation Analyst
Bob Zhang Associate, Research Analyst
Thomas Farrell Vice President, Client Portfolio Associate
Paul Ackerley Associate Director, Trader
Ron Schuler Managing Director, Trader
Jai Padalkar Vice President, Quantitative Developer
Beau Robinette Associate, Research Analyst
Jake Moseley Managing Director, Trader
Ian Paul Associate, Research Analyst
Technology & Operations Team
Technology & Operations Team
Rajat Gupta Principal, CTO
Bill Reynolds Managing Director, Senior Software Engineer
Sean Howsie Director, System Administrator Division
Mike Poirier Deputy Director, Senior Software Engineer
Sean Rubino Associate Director, Senior Software Engineer
Thomas Galica Deputy Director, Senior Software Engineer
Thomas Mitchell Deputy Director, Senior Software Engineer
Brianna Shaffar Associate, Software Engineer
Pedro Gregorio Vice President, Software Engineer
Lindsay Iveson Associate, Software Engineer
Joseph Guzzardo Associate, Software Engineer
Bartholomew Kubien Vice President, Senior Software Engineer
Roman Mykhalchuk Associate, Software Engineer
Chris Poirier Associate, Junior DevOps Engineer
Nayana Halemani Associate, Automation Test Engineer
Naveed Hasan Vice President, Senior Software Engineer
Justin Camp Vice President, Senior Software Engineer
Skye Zovak Deputy Director, Senior Software Engineer
Christopher Kinney Deputy Director, Senior UX Designer and Software Engineer
Client Management Team
Client Management Team
Chris Loveless Principal, President
Ari Rosenbaum Principal, Director of Private Wealth Solutions
Anthony Vollmer, CIMA Representative, Director of Retail Wealth Solutions
Claudine Spence Representative, Head of Client Services
Laura Foster, CFA Managing Director, Relationship Management Director
Matthew Hesselson Vice President, Senior Designer
Andy Iles Director of Marketing, Deputy Director
Patrick McStay Managing Director, Relationship Management Specialist
Patty Miner Vice President, Marketing Systems Specialist
Emily Sgammato Vice President, Client Service Specialist
Kristen Clark, CFA Vice President, Relationship Management Specialist
Nicholas Bhaskar Associate, Relationship Management Associate
Abbey Duncan Associate, Client Service Specialist
Kevin Jacobs Head of Marketing and Business Strategy
Thomas Canals, CFA Managing Director, Director of Relationship Management
Christian Boinske Vice President, Relationship Management Specialist
Mark Hebeka, CFA Managing Director, Senior Product Specialist
Laura Kelleher Vice President, Sales Coordinator
Christian Coratti Deputy Director, Senior Client Service Specialist
Julie Villena Vice President, Client Service Specialist
Richard Bastien Associate, Product Specialist
Jessica Montgomery Associate, Client Service Specialist
Chris Takacs Deputy Director, Director of Product Marketing
Anna Hudes Vice President, Marketing Operations Manager
Kosi Ndukwe Vice President, Product Marketing Manager
Management Team
Management Team
Roger Paradiso Principal, President
Patrick O'Shaughnessy, CFA Honorary Chairman
Raymond Amoroso, III, Esq. Representative, Chief Compliance Officer
Kristopher R. Smith, CFA Representative, Chief Operating Officer
Amy Bergman Associate Director, Finance Director
Liz Cahill Vice President, Accountant
Michael Luther, CFA Vice President, Director of Performance Management
Kelly Edwards Associate, Associate Accountant
Garett Wenig Deputy Director, Risk Manager
Taulant Hakaj Deputy Director, Performance Analyst
Jamie Zelem, CFA Deputy Director, Senior Product Manager
Patrick Holt Vice President, Senior Performance Analyst
William Gelletly Associate, Quantitative Risk Analyst
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