Patrick O'Shaughnessy, CFATown Of Stamford, Connecticut, United States
Bio
Patrick O’Shaughnessy is the Chief Executive Officer at O’Shaughnessy Asset Management (OSAM). Patrick oversees the day-to-day business of the firm, directing OSAM’s initiatives in the areas of research and portfolio management, investor education, and investor relationships. He also serves as a Portfolio Manager. Prior to his role as CEO, Patrick spent 11 years on OSAM’s Research & Portfolio Management team, working to improve the firm’s investment strategies. Patrick is the author of Millennial Money: How Young Investors can Build a Fortune, published by Palgrave Macmillan, and a contributing author to the Fourth Edition of What Works on Wall Street. Patrick’s podcast “Invest Like the Best,” which is a series of conversations with leading investors across asset classes, recently passed 7 million listeners. It was named among “5 Investment Podcasts You Should Listen To” by The Wall Street Journal. Patrick is an equity owner in OSAM and a member of the firm’s Executive Committee. Patrick is also a member of the I.A. O’Shaughnessy Foundation Investment Committee. Patrick holds a B.A. in Philosophy from the University of Notre Dame and is also a CFA charterholder. He lives with his wife and two children in Greenwich, Connecticut.
Social
Experience
Chief Executive Officer
O'Shaughnessy Asset Management
Jan 2018 - Current
Chairman
Colossus
Jul 2020 - Current
Host of Invest Like the Best and Founder’s Field Guide
Host
Invest Like the Best
Sep 2016 - Jul 2020
Principal and Portfolio Manager
O’Shaughnessy Asset Management, LLC (osam.com)
May 2007 - Jul 2020
Education
University of Notre Dame
BA, Philosophy
University of Saint Thomas
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InfoThis public profile is provided courtesy of Clay. All information found here is in the public domain.