About O'Shaughnessy Asset Management
A Franklin Templeton company, O’Shaughnessy Asset Management (OSAM) combines deep research, advanced software, and a focus on tax-aware investing to deliver factor-based investment strategies and truly personalized portfolios though our Canvas© platform.
With decades of experience in systematic investing and SMA implementation, Canvas harnesses the full power of modern technology to help advisors build tax-optimized portfolios, tailored to each client's goals and values. With Canvas, advisors gain greater control, save time, and maximize tax savings—effortlessly. MillionPhones has 14 verified mobile phone numbers for O'Shaughnessy Asset Management employees across 6 departments, helping sales teams connect with decision-makers directly.
O'Shaughnessy Asset Management Leadership — Direct Phone Numbers Available
AD-
Jeff G. — Associate Director - Associate Portfolio Manager
Other
MDD
Amy B. — Managing Director, Director of Finance
Finance
MDP
Sara B. — Managing Director, Program Manager
Other
VPP
Kosi N. — Vice President, Product Marketing
Executive
VPS
Xiaomeng B. — Vice President, Senior Performance Analyst
Executive
MD-
John S. — Managing Director - Head of Client Onboarding
Other
VPP
Peter H. — Vice President, Product Specialist
Executive
MD-
Bill R. — Managing Director - Senior Software Developer
Engineering
MDP
Patrick M. — Managing Director, Private Wealth Solutions
Other
MDS
Jamie Z. — Managing Director, Senior Product Manager
Product
O'Shaughnessy Asset Management Phone Numbers by Department
| Department |
Contacts |
Verified Mobiles |
Coverage |
| Other |
5 |
|
57% |
| Executive |
3 |
|
78% |
| Engineering |
2 |
|
62% |
| Marketing |
1 |
|
74% |
| Finance |
1 |
|
89% |
| Product |
1 |
|
87% |
Frequently Asked Questions
How can I get phone numbers for O'Shaughnessy Asset Management employees?
MillionPhones has 14 verified mobile phone numbers for O'Shaughnessy Asset Management employees. Sign up to access direct dial numbers for decision-makers across 6 departments.
Where is O'Shaughnessy Asset Management headquartered?
O'Shaughnessy Asset Management is headquartered in Stamford, Connecticut, US.
How many employees does O'Shaughnessy Asset Management have?
O'Shaughnessy Asset Management has approximately 104 employees.
What departments can I reach at O'Shaughnessy Asset Management?
MillionPhones has verified mobile numbers for O'Shaughnessy Asset Management employees in Other, Executive, Engineering, Marketing, Finance, Product departments.
What industry is O'Shaughnessy Asset Management in?
O'Shaughnessy Asset Management operates in the Investment Management industry.