Patrick O'Shaughnessy, CFA

Patrick O'Shaughnessy, the current CEO of O'Shaughnessy Asset Management, has been named one of the most influential investment advisors in the world. With over a decade of experience in research and portfolio management, Patrick has helped to improve the investment strategies of the firm. As an equity owner and member of the executive committee, Patrick oversees day-to-day business operations, investor education, and investor relationships aimed at empowering young investors to build wealth. He is also a portfolio manager and a CFA charterholder, with a B.A. in philosophy from the University of Notre Dame. Patrick is an author of "Millennial Money: How Young Investors can Build a Fortune," and co-author of the fourth edition of "What Works on Wall Street." His podcast "Invest Like the Best" has been praised by The Wall Street Journal and has over 7 million listeners. Patrick is a member of the I.A. O'Shaughnessy Foundation Investment Committee and is actively involved in philanthropic endeavors. He resides in Greenwich, Connecticut, with his family.