Scott Bartone, CFA

Scott Bartone, CFA, is a prominent figure in the finance industry, currently serving as the Co-Head of Investment Management and Chief Operating Officer at O'Shaughnessy Asset Management (OSAM), a firm known for its research-based equity investment strategies. He is also a Principal and Portfolio Manager at the firm, where he plays a crucial role in day-to-day portfolio management and oversees trade support staff to implement the firm's investment strategies effectively.13

Education and Early Career

Bartone holds a Bachelor of Arts from the State University of New York at Albany and an MBA from Cornell University. Before joining OSAM in 2008, he worked at Bear Stearns & Co. in New York, where he was responsible for operational and trade support for financial advisors and third-party money managers.12

Responsibilities at O'Shaughnessy Asset Management

In his role at OSAM, Bartone is involved in:

• Portfolio Management: Managing client portfolios and executing trades.
• Operational Oversight: Overseeing financial, operational, technology, and compliance functions within the firm.
• Strategic Development: Contributing to investment strategy research and product development as part of the Executive Committee.123

Professional Recognition

In January 2014, Bartone was promoted to Partner and Portfolio Manager at OSAM, reflecting his significant contributions to the firm's investment management process. His leadership has been instrumental in enhancing client service and developing investment strategies that align with OSAM's research-driven approach.2

Scott Bartone resides in New Canaan, Connecticut, with his family.3