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Xiangyu Nmn Lai

O'SHaughnessy Asset Management, LLC

Stamford, CT

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Current Employers
O'SHaughnessy Asset Management, Llc

100 First Stamford Place, Stamford, CT 06902 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-07-03
  • CT RA
    APPROVED
    Since 2025-07-03

Branch Locations

100 First Stamford Place, Stamford, CT 06902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
O'SHaughnessy Asset Management, Llc Stamford CT 02/2025 Present
Jp Morgan Asset Management New York NY 02/2021 02/2025
Northwestern Mutual Life Insurance New York NY 10/2018 02/2021
Investment Technology Group (Itg) New York NY 07/2012 09/2018
  • 02/2025 → Present
    O'SHaughnessy Asset Management, Llc
    Stamford, CT
  • 02/2021 → 02/2025
    Jp Morgan Asset Management
    New York, NY
  • 10/2018 → 02/2021
    Northwestern Mutual Life Insurance
    New York, NY
  • 07/2012 → 09/2018
    Investment Technology Group (Itg)
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-03
  • S65 Uniform Investment Adviser Law Examination
    2025-07-03
Other Names
  • Steven Nmn Lai
  • Xiangyu Lai

View on SEC IAPD

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COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
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DWM ASSET MANAGEMENT, LLC · STAMFORD, CT
CONCENTRIC CAPITAL STRATEGIES L.P. · STAMFORD, CT
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