Abbey Elizabeth Duncan

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

• 10/2022 → Present
  O'SHaughnessy Asset Management, Llc
  Stamford, CT
• 01/2022 → 05/2022
  Goodworld
  Washington Dc, DC
• 05/2021 → 08/2021
  Fs Vector
  Washington Dc, DC
• 08/2018 → 05/2022
  University Of Pennsylvania
  Philadelphia, PA
• 08/2012 → 06/2018
  Gainesville Middle School And Patriot High School
  Gainesville, VA
• 06/2022 → 09/2022
  Interviewing
  Gainesville, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-23