Patrick O'Shaughnessy
Chief Executive Officer at O'Shaughnessy Asset Management LLC
Profile
Mr. Patrick W.
O'Shaughnessy, CFA, is a Principal, Chief Executive Officer & Portfolio Manager at O'Shaughnessy Asset Management LLC.
He oversees the day-to-day business of the firm, directing OSAM’s initiatives in the areas of research and portfolio management, investor education, and investor relationships.
He also serves as a Portfolio Manager.
He holds a B.A.
in Philosophy from the University of Notre Dame and is also a CFA charterholder.
Patrick O'Shaughnessy 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. | Chief Executive Officer | 01/07/2007 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| 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 |
- Stock Market
- Insiders
- Patrick O'Shaughnessy
