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Scott Bartone, CFA
Co-Head of Investment Management, Chief Product Officer and Portfolio Manager at O’Shaughnessy Asset Management, LLC (osam.com)
Scott Bartone, CFA, is the Chief Operating Officer and a Portfolio Manager at O’Shaughnessy Asset Management (OSAM). With a background in investment strategy research, factor research, and portfolio construction, Scott oversees the day-to-day portfolio management activities of the firm. Additionally, he manages a team of traders and trade support staff to deliver the firm's strategies to clients. Scott also supervises the financial, operational, and compliance functions of the organization. As an equity owner in OSAM and a member of the Executive Committee, he plays a crucial role in the firm's leadership. Prior to joining OSAM, Scott gained valuable experience at Bear Stearns and Co. in New York, where he provided operational and trade support for broker staff and third-party money managers as part of the Private Client Service team. Scott holds a B.A. from the State University of New York at Albany, an M.B.A from Cornell University, and is a CFA charterholder. He currently resides in New Canaan, Connecticut, with his wife and three children.