O'Shaughnessy Asset Management Email Formats
Investment Management • 
Stamford, Connecticut, United States • 51-100 Employees
O'Shaughnessy Asset Management Email Formats
O'Shaughnessy Asset Management uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@osam.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@osam.com | 80% |
{first initial}.{last name} | j.doe@osam.com | 18.6% |
{last name} | doe@osam.com | 1.4% |
Key Contacts at O'Shaughnessy Asset Management
John Shetterly
Managing Director - Head Of Client Onboarding
Mark Hebeka
Managing Director, Senior Product Specialist
Thomas Canals
Managing Director
Christian Boinske
Associate Director, Client Portfolio Manager
Laura Foster
Managing Director
Kristen Clark
Associate Director, Relationship Management Specialist
Anthony Vollmer
Principal - Director Of Us Retail Wealth Solutions
Patrick Mcstay
Managing Director, Private Wealth Solutions
Erin Foley
Director Of Trading
Daniel Nitiutomo
Portfolio Manager - Managing Director
Company overview
| Headquarters | 100 First Stamford Pl, Stamford, Connecticut 06902, US |
| Phone number | +12039753333 |
| Website | |
| NAICS | 5231 |
| SIC | 672 |
| Keywords | Investment Management, Tax Loss Harvesting, Custom Indexing, Factor Investing |
| Founded | 2007 |
| Employees | 51-100 |
| Socials |
About O'Shaughnessy Asset Management
A Franklin Templeton company, O’Shaughnessy Asset Management (OSAM) combines deep research, advanced software, and a focus on tax-aware investing to deliver factor-based investment strategies and truly personalized portfolios though our Canvas© platform. With decades of experience in systematic investing and SMA implementation, Canvas harnesses the full power of modern technology to help advisors build tax-optimized portfolios, tailored to each client's goals and values. With Canvas, advisors gain greater control, save time, and maximize tax savings—effortlessly.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
O'Shaughnessy Asset Management has 40 employees across 9 departments.
Departments
Number of employees
Funding Data
O'Shaughnessy Asset Management has never raised funding before.
O'Shaughnessy Asset Management Tech Stack
Discover the technologies and tools that power O'Shaughnessy Asset Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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