Laura Ann Foster

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

• 12/2013 → 01/2020
  Eaton Vance Distributors, Inc.
  Boston, MA
• 12/2013 → 01/2020
  Parametric Portfolio Associate
  Seattle, WA
• 01/2020 → 12/2021
  Eaton Vance Distributors, Inc.
  Boston, MA
• 10/2022 → Present
  O'SHaughnessy Asset Management, Llc
  Stamford, CT
• 01/2022 → 06/2022
  Vise
  New York, NY
• 07/2022 → 10/2022
  Unemployed
  Auburn, WA

Other Businesses

CFA Society of Seattle non-investment related PO Box 8388 Covington, WA 98042 Professional Organization Serving Charter holders President of the Board Start date 10/01/2021 Approx 2 hours weekly No hours devoted to other business during securities trading hours Liaise between CFA Seattle and the CFA Institute, run monthly Board meetings, complete an annual business plan and yearend report, attend events to the extent possible

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-04-01

Other Names

• Laura Ann Folkestad