Kristen Sue Clark

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

• 03/2020 → 03/2022
  Eaton Vance Distributors, Inc.
  Boston, MA
• 03/2019 → 03/2020
  Parametric Portfolio Associates
  Boston, MA
• 05/2017 → 03/2019
  Eaton Vance Management
  Boston, MA
• 09/2015 → 05/2017
  Brigham And Women's Hospital
  Jamaica Plain, MA
• 03/2022 → Present
  O'SHaughnessy Asset Management, Llc
  Stamford, CT

Previous Registrations

• 2021-01-04 → 2022-03-08
  Eaton Vance Management
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2020-11-19

Designations

• Chartered Financial Analyst