Claire McConnell Noel
Director of Research - Equity at O'Shaughnessy Asset Management LLC
Profile
Ms. Claire M.
Noel, CFA, is a Managing Director, Director of Research, & Portfolio Manager at O'Shaughnessy Asset Management LLC.
She is responsible for conducting quantitative research, devising investment strategy, incorporating ESG considerations, and overseeing portfolio rebalancing.
Prior to joining the firm, she was a Partner at AJO Partners, an institutional investment manager based in Philadelphia, PA.
At AJO, she served as a senior member of the portfolio management and quantitative research teams responsible for building diversified, value-oriented portfolios of U.S.
and international equities.
In addition, she co-led the firm’s incorporation of ESG principles into the investment process.
Prior to that, she was an Analyst and Principal at Turner Investments, an investment manager based in Berwyn, PA.
At Turner, she served as lead analyst for the Quantitative Income Fund among other responsibilities.
She holds a B.A.
in Engineering Sciences from Dartmouth College and a M.S.
in Computer and Information Science from the University of Pennsylvania.
She is also a CFA charterholder.
Claire McConnell Noel 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 wealth 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 | 01/11/2023 |
Training of Claire McConnell Noel
| Dartmouth College | Undergraduate Degree |
| University of Pennsylvania | Graduate Degree |
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| Private companies | 1 |
|---|---|
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 wealth 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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