O'Shaughnessy Asset Management, LLC

Haoqi Zhang is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at O'Shaughnessy Asset Management, LLC with three years of industry experience. Prior to joining O'Shaughnessy, Zhang was affiliated with Columbia University and the University of Rochester. O'Shaughnessy Asset Management is a quantitative institutional discretionary investment manager providing equity portfolios and related strategies to individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable advisor-facing platform alongside sub-advisory and third-party managed options capabilities.

William Carinci is a financial advisor at O'Shaughnessy Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Goldman, Sachs & Co. for 18 years, as well as at Mass Mutual Investors Services and MassMutual Life Insurance Co. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable advisor-facing platform alongside multiple sub-advisory and affiliate relationships.

Daniel Nitiutomo is a CFA® charterholder with eight years of industry experience. He has been with O'Shaughnessy Asset Management, LLC since 2015. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and provides a customizable advisor-facing platform alongside sub-advisory and mutual fund management services.

Kristopher Smith is a CFA® charterholder with three years of industry experience. He is currently with O'Shaughnessy Asset Management, LLC and has previously worked at Franklin Managed Options Strategies LLC, Franklin Templeton, and Legg Mason. O’Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable advisor platform alongside managed options overlays.

Christopher Takacs is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 designation. He has experience working at O'Shaughnessy since 2024 and previously held positions at BNY Mellon and StoneCastle Partners, LLC. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients such as mutual funds, foundations, and retirement plans. The firm employs a systematic, model-driven investment process and offers a customizable advisor-facing platform alongside multiple sub-advisory and affiliate relationships.

Beau Robinette is a financial advisor at O'Shaughnessy Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at the University of Texas-Dallas and Capital Senior High School. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors, managing a broad range of equity portfolios and strategies.

Kaylee Wolcott is a financial advisor at O'Shaughnessy Asset Management, LLC with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Eaton Vance Distributors, Inc. for seven years. O’Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients with systematic, model-driven equity portfolios and related strategies. The firm offers a customizable platform for advisors and manages mutual funds, ETFs, and sub-advisory relationships.

Andrew Iles is a financial advisor at O'Shaughnessy Asset Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked at O'Shaughnessy since 2018. Prior to his advisory career, he was involved in professional hockey with the ECHL/AHL and the Fife Flyers. Iles is also a co-founder and minority shareholder of In-Game Technologies Inc., a business unrelated to investment management. O'Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers customizable platforms and managed options overlays while maintaining client relationships through investment professionals.

Xiangyu Lai is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 designation and experience at several firms including JP Morgan Asset Management, Northwestern Mutual Life Insurance, and Investment Technology Group. Lai has been with O'Shaughnessy since 2025. O'Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable advisor-facing platform alongside sub-advisory and third-party managed strategies.

Peter Hayes is a ChFC® credentialed financial advisor with over nine years of experience in the industry. He has worked at O'Shaughnessy Asset Management, LLC since 2026, following nine years at Envestnet and two years with Northwestern Mutual Investment Services LLC. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients through equity portfolios and related strategies. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisers while managing multiple sub-advisory and affiliate relationships.

Rohan Mathew is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 credential and experience at several financial firms, including Glenmede Trust Company, Goldman Sachs, and JP Morgan. His background also includes roles at Marlette Funding and academic positions at Drexel University and Central High School. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors, managing a large client base through a combination of direct advisory and sub-advisory relationships.

Christian Coratti is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Vise and Bessemer Trust Company. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors, managing a substantial client base through multiple sub-advisory and affiliate relationships.

Lenny Castagna is a financial advisor at O'Shaughnessy Asset Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with O'Shaughnessy since 2008. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager that serves individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisors, managing a broad range of equity portfolios and related strategies.

John Shetterly is a financial advisor at O'Shaughnessy Asset Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors and T. Rowe Price. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors, managing portfolios through empirical research and disciplined rebalancing.

Kevin Jacobs is a financial advisor at O'Shaughnessy Asset Management, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Franklin Distributors LLC, Legg Mason & Co, Green Harvest Asset Management, and INDEXIQ-NYLife Distributors LLC. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisors alongside sub-advisory and mutual fund management services.