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Lenny Castagna
Trading-Equity at O'Shaughnessy Asset Management LLC
Lenny Castagna active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Trading-Equity | 01/01/2008 | - |
Portfolio Manager-Equities | 01/01/2008 | - |
Career history of Lenny Castagna
Training of Lenny Castagna
University of Rhode Island | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Trading-Equity | 1 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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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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