Chris Meredith
Director of Research - Equity at O'Shaughnessy Asset Management LLC
Profile
Mr. Christopher I.
Meredith, CFA MBA, is a Principal, Director of Research, Chief Investment Officer & Portfolio Manager at O'Shaughnessy Asset Management LLC.
He is responsible for managing investment related activities at the firm: investment strategy research, portfolio management, and the firm’s trading efforts.
He directs the Director of Portfolio Management and the Director of Trading on managing daily investment decisions.
On the research side, he leads a team of analysts conducting research on new factors, improving existing stock selection and portfolio construction techniques.
He is an equity owner in OSAM and a member of the firm’s Executive Committee and Operating Committee.
Prior to joining OSAM, he was a Senior Research Analyst on the Systematic Equity team at BSAM.
He was a Director at Oracle Corporation and spent eight years as a technology professional before attending the Johnson School at Cornell University.
He holds a B.A.
in English from Colgate University, an M.B.A.
from Cornell University, and an M.A.
of Financial Mathematics from Columbia University.
He is a CFA charterholder.
Chris Meredith active positions
Companies | Position | Start |
---|---|---|
O'Shaughnessy Asset Management LLC
O'Shaughnessy Asset Management LLC Investment ManagersFinance O'Shaughnessy Asset Management LLC (OSAM) is a SEC-registered investment advisor and welath management firm headquartered in Stamford, Connecticut. The firm was founded by James (Jim) O'Shaughnessy in 2007 and became a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2022. OSAM delivers a broad range of equity portfolios to individual investors, institutional investors and the high net-worth clients of financial advisers. They also manage mutual funds in the US as well as serving as a sub-adviser to a family of Canadian mutual funds through Royal Bank of Canada. | Director of Research - Equity | 01/10/2007 |
Former positions of Chris Meredith
Companies | Position | End |
---|---|---|
Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Corporate Officer/Principal | 01/01/2007 |
ORACLE CORPORATION | Corporate Officer/Principal | - |
Training of Chris Meredith
The Trustees of Columbia University in The City of New York | Graduate Degree |
Colgate University | Undergraduate Degree |
Cornell University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
ORACLE CORPORATION | Technology Services |
Private companies | 2 |
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Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Finance |
O'Shaughnessy Asset Management LLC
O'Shaughnessy Asset Management LLC Investment ManagersFinance O'Shaughnessy Asset Management LLC (OSAM) is a SEC-registered investment advisor and welath management firm headquartered in Stamford, Connecticut. The firm was founded by James (Jim) O'Shaughnessy in 2007 and became a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2022. OSAM delivers a broad range of equity portfolios to individual investors, institutional investors and the high net-worth clients of financial advisers. They also manage mutual funds in the US as well as serving as a sub-adviser to a family of Canadian mutual funds through Royal Bank of Canada. | Finance |
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