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Current Employers
O'SHaughnessy Asset Management, Llc

100 First Stamford Place, Stamford, CT 06902 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2022-04-05
  • CT RA
    APPROVED
    Since 2022-04-05

Branch Locations

100 First Stamford Place, Stamford, CT 06902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eaton Vance Distributors, Inc. Boston MA 03/2020 03/2022
Parametric Portfolio Associates Boston MA 03/2019 03/2020
Eaton Vance Management Boston MA 05/2017 03/2019
Brigham And Women's Hospital Jamaica Plain MA 09/2015 05/2017
O'SHaughnessy Asset Management, Llc Stamford CT 03/2022 Present
  • 03/2020 → 03/2022
    Eaton Vance Distributors, Inc.
    Boston, MA
  • 03/2019 → 03/2020
    Parametric Portfolio Associates
    Boston, MA
  • 05/2017 → 03/2019
    Boston, MA
  • 09/2015 → 05/2017
    Brigham And Women's Hospital
    Jamaica Plain, MA
  • 03/2022 → Present
    Stamford, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-19
  • S66 Uniform Combined State Law Examination
    2020-11-19
Designations

View on SEC IAPD

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