| Date | Description |
|---|
| 2024-03-17 |
delete otherexecutives Maksim Papenkov |
| 2024-03-17 |
delete vp Garett Wenig |
| 2024-03-17 |
delete vp Thomas Galica |
| 2024-03-17 |
insert otherexecutives Garett Wenig |
| 2024-03-17 |
insert otherexecutives Jeffrey Gebauer |
| 2024-03-17 |
insert otherexecutives Thomas Galica |
| 2024-03-17 |
insert vp Maksim Papenkov |
| 2024-03-17 |
delete alias O'Shaughnessy Asset Management, LLC (OSAM) |
| 2024-03-17 |
delete phone (203) 975-3312 |
| 2024-03-17 |
insert address Six Suburban Avenue, Stamford, CT 06901 |
| 2024-03-17 |
insert person Andrew Nikolajuk |
| 2024-03-17 |
insert person Jamie Zelem |
| 2024-03-17 |
update person_title Garett Wenig: Vice President; Risk Manager => Associate Director; Risk Manager |
| 2024-03-17 |
update person_title Jeffrey Gebauer: Associate Director, Quantitative Developer => Associate Director; Research Analyst |
| 2024-03-17 |
update person_title Maksim Papenkov: Vice President, Research; Analyst => Vice President; Associate Portfolio Manager |
| 2024-03-17 |
update person_title Michael Luther: Vice President, Senior Performance Analyst => Vice President, Director of Performance Management |
| 2024-03-17 |
update person_title Patrick McStay: Associate Director, Relationship Management Specialist => Managing Director, Relationship Management Specialist |
| 2024-03-17 |
update person_title Rajat Gupta: Chief Technology Officer => Chief Technology Officer; Principal |
| 2024-03-17 |
update person_title Roger Paradiso: Executive Chairman => Principal; Executive Chairman |
| 2024-03-17 |
update person_title Thomas Galica: Senior Software Engineer; Vice President => Senior Software Engineer; Associate Director |
| 2023-09-28 |
insert vp Garett Wenig |
| 2023-09-28 |
insert vp Julie Villena |
| 2023-09-28 |
insert person Garett Wenig |
| 2023-09-28 |
insert person Joseph Giroux |
| 2023-09-28 |
insert person Julie Villena |
| 2023-09-28 |
insert person Taulant Hakaj |
| 2023-06-23 |
delete vp Thomas Farrell |
| 2023-06-23 |
insert person Christian Coratti |
| 2023-06-23 |
insert person Mark Hebeka |
| 2023-06-23 |
insert person Thomas Canals |
| 2023-06-23 |
update person_title Thomas Farrell: Vice President; Client Service Specialist => Vice President, Client Portfolio Associate |
| 2023-04-06 |
insert personal_emails an..@osam.com |
| 2023-04-06 |
insert vp Naveed Hasan |
| 2023-04-06 |
insert vpsales Laura Kelleher |
| 2023-04-06 |
delete email en..@osam.com |
| 2023-04-06 |
delete person Ena Gong |
| 2023-04-06 |
delete phone (203) 975-3302 |
| 2023-04-06 |
insert email an..@osam.com |
| 2023-04-06 |
insert person Christian Boinske |
| 2023-04-06 |
insert person Kelly Edwards |
| 2023-04-06 |
insert person Laura Kelleher |
| 2023-04-06 |
insert person Naveed Hasan |
| 2023-04-06 |
insert person William Carinci |
| 2023-04-06 |
insert phone (203) 975-3312 |
| 2023-04-06 |
update person_title Jai Padalkar: Associate, Quantitative Developer => Vice President, Quantitative Developer |
| 2023-04-06 |
update person_title Jeffrey Gebauer: Associate Director, Senior Performance Analyst / Software Engineer => Associate Director, Quantitative Developer |
| 2023-04-06 |
update person_title Patty Miner: Vice President, Sales Support & Database Administration => Vice President, Marketing Systems Specialist |
| 2023-01-04 |
delete otherexecutives Ena Gong |
| 2023-01-04 |
delete vp Amy Bergman |
| 2023-01-04 |
delete vp Sean Howsie |
| 2023-01-04 |
delete vp Sean Rubino |
| 2023-01-04 |
insert cfo Amy Bergman |
| 2023-01-04 |
insert otherexecutives Amy Bergman |
| 2023-01-04 |
insert otherexecutives Sean Howsie |
| 2023-01-04 |
insert otherexecutives Sean Rubino |
| 2023-01-04 |
insert vp Emily Sgammato |
| 2023-01-04 |
insert vp Pedro Gregorio |
| 2023-01-04 |
delete person Claudia Shi |
| 2023-01-04 |
delete person Javier A. Rodriguez |
| 2023-01-04 |
insert person Kevin Jacobs |
| 2023-01-04 |
update person_title Amy Bergman: Vice President; Accountant => Associate Director; Director of Finance |
| 2023-01-04 |
update person_title Emily Sgammato: Associate; Client Service Specialist => Vice President; Client Service Specialist |
| 2023-01-04 |
update person_title Ena Gong: Associate Director; Office Manager; Executive Assistant => null |
| 2023-01-04 |
update person_title Jamie Catherwood: Associate, Client Portfolio Associate => Vice President, Client Portfolio Associate |
| 2023-01-04 |
update person_title Michael Luther: Associate, Performance Analyst => Vice President, Senior Performance Analyst |
| 2023-01-04 |
update person_title Pedro Gregorio: Associate; Software Engineer => Vice President; Software Engineer |
| 2023-01-04 |
update person_title Sean Howsie: Vice President; Systems Administrator => Associate Director; Systems Administrator |
| 2023-01-04 |
update person_title Sean Rubino: Vice President; Software Engineer => Senior Software Engineer; Associate Director |
| 2022-12-04 |
insert person Abbey Duncan |
| 2022-12-04 |
update person_title Emily Sgammato: Associate, Client Service Associate => Associate; Client Service Specialist |
| 2022-11-02 |
delete otherexecutives Claudine Spence |
| 2022-11-02 |
insert chairman Roger Paradiso |
| 2022-11-02 |
insert cto Rajat Gupta |
| 2022-11-02 |
insert vp Bartholomew Kubien |
| 2022-11-02 |
insert person Bartholomew Kubien |
| 2022-11-02 |
insert person Bob Zhang |
| 2022-11-02 |
insert person Chris Poirier |
| 2022-11-02 |
insert person Kristopher R. Smith |
| 2022-11-02 |
insert person Laura Foster |
| 2022-11-02 |
insert person Nayana Halemani |
| 2022-11-02 |
insert person Rajat Gupta |
| 2022-11-02 |
insert person Roger Paradiso |
| 2022-11-02 |
insert person Roman Mykhalchuk |
| 2022-11-02 |
update person_title Ari Rosenbaum: Principal, Director of Financial Advisor Services => Director of Financial Advisor Services; Principal, Director of Private Wealth Solutions |
| 2022-11-02 |
update person_title Bill Reynolds: Senior Software Developer; Managing Director => Senior Software Engineer; Managing Director |
| 2022-11-02 |
update person_title Brianna Shaffar: Associate, Junior Software Developer => Associate; Software Engineer |
| 2022-11-02 |
update person_title Claudine Spence: Principal; Director of Client Services => Principal, Director of Client Service |
| 2022-11-02 |
update person_title Jeffrey Gebauer: Associate Director, Senior Performance Analyst / Software Developer => Associate Director, Senior Performance Analyst / Software Engineer |
| 2022-11-02 |
update person_title Lindsay Iveson: Associate; Software Developer => Associate; Software Engineer |
| 2022-11-02 |
update person_title Mike Poirier: Associate Director; Senior Software Developer => Senior Software Engineer; Associate Director |
| 2022-11-02 |
update person_title Patrick McStay: Associate Director, Financial Advisor Services => Associate Director, Relationship Management Specialist |
| 2022-11-02 |
update person_title Sean Rubino: Vice President; Software Developer => Vice President; Software Engineer |
| 2022-11-02 |
update person_title Thomas Galica: Vice President; Senior Software Developer => Senior Software Engineer; Vice President |
| 2022-11-02 |
update person_title Thomas Mitchell: Associate Director; Senior Software Developer => Senior Software Engineer; Associate Director |