Claire Mcconnell Noel

Employer firm

O'sHaughnessy Asset Management, LLC CRD 144594

$19.8B regulatory AUM 1,369 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → Present
  O'SHaughnessy Asset Management, Llc
  Stamford, CT
• 03/2012 → 06/2021
  Ajo Lp
  Philadelphia, PA

Other Businesses

Registrant is a passive investor in a limited partnership for the purposes of private equity investments, as well as a shareholder in a closely held brewery corporation; however, she is not involved in management of either businesses nor does she conduct any business during market hours.

Designations

• Chartered Financial Analyst