Nicholas Vashishta Bhaskar

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

• 08/2022 → Present
  O'SHaughnessy Asset Management, Llc
  Stamford, CT
• 07/2020 → 07/2022
  Capital One
  Mclean, VA
• 08/2016 → 05/2020
  Penn State University
  Happy Valley, PA
• 06/2019 → 08/2019
  Pricewaterhousecoopers
  New York, NY
• 05/2018 → 07/2018
  Allegheny County Treasurer's Office
  Pittsburgh, PA
• 06/2017 → 08/2019
  Quesne Capital
  Pittsburgh, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-05