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Kelly Rooney Lavin

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 2025-11-14
  • CT RA
    APPROVED
    Since 2025-11-14

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 06/2025 Present
Goldman Sachs Ayco Cohoes NY 05/2022 06/2025
Advantage Xpo On Site At Goldman Sachs Ayco Cohoes NY 07/2021 05/2022
Siena College Loudonville NY 08/2017 05/2021
North Shore High School Glen Head NY 09/2013 06/2017
Epicured Sea Cliff NY 06/2019 08/2019
  • 06/2025 → Present
    O'SHaughnessy Asset Management, Llc
    Stamford, CT
  • 05/2022 → 06/2025
    Goldman Sachs Ayco
    Cohoes, NY
  • 07/2021 → 05/2022
    Advantage Xpo On Site At Goldman Sachs Ayco
    Cohoes, NY
  • 08/2017 → 05/2021
    Siena College
    Loudonville, NY
  • 09/2013 → 06/2017
    North Shore High School
    Glen Head, NY
  • 06/2019 → 08/2019
    Epicured
    Sea Cliff, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-14
  • S65 Uniform Investment Adviser Law Examination
    2025-11-14
Other Names
  • Kelly Lavin

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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