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Rohan Mathew

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 2025-03-21
  • CT RA
    APPROVED
    Since 2025-03-21

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 12/2024 Present
Glenmede Trust Company Philadelphia PA 07/2023 12/2024
Goldman Sachs Washington Dc DC 09/2021 03/2022
Jp Morgan Newark DE 09/2020 03/2021
Drexel University Philadelphia PA 09/2018 06/2023
Marlette Funding Wilmington DE 09/2019 03/2020
Central High School Philadelphia PA 09/2014 06/2018
  • 12/2024 → Present
    O'SHaughnessy Asset Management, Llc
    Stamford, CT
  • 07/2023 → 12/2024
    Glenmede Trust Company
    Philadelphia, PA
  • 09/2021 → 03/2022
    Goldman Sachs
    Washington Dc, DC
  • 09/2020 → 03/2021
    Jp Morgan
    Newark, DE
  • 09/2018 → 06/2023
    Drexel University
    Philadelphia, PA
  • 09/2019 → 03/2020
    Marlette Funding
    Wilmington, DE
  • 09/2014 → 06/2018
    Central High School
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-21
  • S65 Uniform Investment Adviser Law Examination
    2025-03-21

View on SEC IAPD

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COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
K2/D&S MANAGEMENT CO., L.L.C. · STAMFORD, CT
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DWM ASSET MANAGEMENT, LLC · STAMFORD, CT
CONCENTRIC CAPITAL STRATEGIES L.P. · STAMFORD, CT
INTEGRA GLOBAL ADVISORS LLC · Stamford, CT
MEASURE 8 VENTURE PARTNERS · STAMFORD, CT
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