OSAM - Key Persons

Abbey Duncan

Job Titles:
  • Associate
  • Client Service Specialist

Amy Bergman - CFO

Job Titles:
  • Associate Director
  • Director of Finance

Andrea O'Loughlin

Job Titles:
  • Vice President, Senior Implementation Analyst

Andrew Nikolajuk

Job Titles:
  • Vice President, Quantitative Developer

Andy Iles - CMO

Job Titles:
  • Associate Director
  • Director of Marketing

Ari Rosenbaum

Job Titles:
  • Director of Financial Advisor Services
  • Principal, Director of Private Wealth Solutions

Bartholomew Kubien - VP

Job Titles:
  • Lead Software Engineer
  • Vice President

Bill Reynolds - Managing Director

Job Titles:
  • Managing Director
  • Senior Software Engineer

Bob Zhang

Job Titles:
  • Associate
  • Research Analyst

Brianna Shaffar

Job Titles:
  • Associate
  • Software Engineer

Chris Loveless - President

Job Titles:
  • President
  • Principal

Chris Poirier

Job Titles:
  • Associate, Junior DevOps Engineer

Christian Boinske

Job Titles:
  • Vice President, Relationship Management Specialist

Christian Coratti

Job Titles:
  • Associate Director, Senior Client Service Specialist

Claire Noel - Managing Director

Job Titles:
  • Director of Research
  • Managing Director
  • Portfolio Manager

Claudine Spence

Job Titles:
  • Principal, Director of Client Service

Daniel Nitiutomo - Managing Director

Job Titles:
  • Managing Director
  • Portfolio Manager

Ehren J. Stanhope

Job Titles:
  • Principal, Co - Head of Investment Management, Chief Investment Strategist, Portfolio Manager

Emily Sgammato - VP

Job Titles:
  • Client Service Specialist
  • Vice President

Erin Foley

Job Titles:
  • Principal, Director of Trading

Euan Mackay

Job Titles:
  • Managing Director, Client Portfolio Manager

Garett Wenig

Job Titles:
  • Associate Director
  • Risk Manager

Jai Padalkar

Job Titles:
  • Vice President, Quantitative Developer

Jamie Catherwood

Job Titles:
  • Vice President, Client Portfolio Associate

Jamie Zelem

Job Titles:
  • Associate Director, Senior Product Manager
The statements on this page are qualified in their entirety by the disclaimers and limitations contained here.

Jeffrey Gebauer

Job Titles:
  • Associate Director
  • Research Analyst

Joseph Giroux

Job Titles:
  • Managing Director, Porfolio Manager

Joseph Guzzardo

Job Titles:
  • Associate
  • Software Engineer

Julie Villena - VP

Job Titles:
  • Client Service Specialist
  • Vice President

Kelly Edwards

Job Titles:
  • Associate, Associate Accountant

Kevin Jacobs

Job Titles:
  • Associate Director, Marketing and Business Strategist

Kristen Clark

Job Titles:
  • Vice President, Relationship Management Specialist

Kristopher R. Smith - COO

Job Titles:
  • Chief Operating Officer
  • Principal

Laura Foster

Job Titles:
  • Managing Director, Relationship Management Director

Laura Kelleher - VP of Sales

Job Titles:
  • Coordinator
  • Vice President, Sales

Lenny Castagna

Job Titles:
  • Managing Director, Director of Portfolio Implementation, Trader

Lindsay Iveson

Job Titles:
  • Associate
  • Software Engineer

Liz Cahill - VP

Job Titles:
  • Accountant
  • Vice President

Maksim Papenkov - VP

Job Titles:
  • Associate Portfolio Manager
  • Vice President

Mark Hebeka

Job Titles:
  • Managing Director, Senior Product Specialist

Matthew Hesselson - VP

Job Titles:
  • Senior Designer
  • Vice President

Michael Luther

Job Titles:
  • Vice President, Director of Performance Management

Mike Poirier

Job Titles:
  • Associate Director
  • Senior Software Engineer

Naveed Hasan - VP

Job Titles:
  • Senior Software Engineer
  • Vice President

Nayana Halemani

Job Titles:
  • Associate, Automation Test Engineer

Nicholas Bhaskar

Job Titles:
  • Associate, Relationship Management Associate

Patrick McStay

Job Titles:
  • Managing Director, Relationship Management Specialist

Patrick O'Shaughnessy

Job Titles:
  • Chairman Emeritus

Patty Miner

Job Titles:
  • Vice President, Marketing Systems Specialist

Paul Ackerley

Job Titles:
  • Associate Director, Trader

Pedro Gregorio - VP

Job Titles:
  • Software Engineer
  • Vice President

Rajat Gupta - CTO

Job Titles:
  • Chief Technology Officer
  • Principal

Raymond Amoroso, III - Chief Compliance Officer

Job Titles:
  • Chief Compliance Officer
  • Principal

Roger Paradiso - Chairman

Job Titles:
  • Executive Chairman
  • Principal

Roman Mykhalchuk

Job Titles:
  • Associate
  • Software Engineer

Ron Schuler

Job Titles:
  • Managing Director, Trader

Scott Bartone

Job Titles:
  • Principal, Co - Head of Investment Management, Chief Product Officer, Portfolio Manager

Sean Howsie

Job Titles:
  • Associate Director
  • Systems Administrator

Sean Rubino

Job Titles:
  • Associate Director
  • Senior Software Engineer

Taulant Hakaj

Job Titles:
  • Associate, Performance Analyst

Temple Hendrickson

Job Titles:
  • Associate
  • Research Analyst

Thomas Canals

Job Titles:
  • Managing Director, Relationship Management Director

Thomas Farrell

Job Titles:
  • Vice President, Client Portfolio Associate

Thomas Galica

Job Titles:
  • Associate Director
  • Senior Software Engineer

Thomas Mitchell

Job Titles:
  • Associate Director
  • Senior Software Engineer

William Carinci

Job Titles:
  • Associate Director, Senior Implementation Analyst