Maxwell Lawrence Pohlman

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

• 01/2026 → Present
  O'SHaughnessy Asset Management, Llc
  Stamford, CT
• 09/2024 → 01/2026
  Censeo Consulting Group
  Washington, D.C., DC
• 09/2019 → 09/2024
  The Penn State University
  State College, PA
• 06/2023 → 09/2023
  Pennsylvania Sea Grant
  Erie, PA
• 05/2017 → 08/2019
  Mathematica
  Princeton, NJ
• 09/2015 → 05/2017
  University Of Rhode Island
  North Kingstown, RI

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-15