President at O'Shaughnessy Asset Management, LLC
Greater New York City Area
Sig Ep Fraternity
1993 to 1994
December 1999 to September 2001
O'Shaughnessy Capital Management, Inc
March 1997 to December 1999
Bear Stearns Asset Management
October 2001 to June 2007
July 1994 to March 1997
O’Shaughnessy Asset Management, LLC (osam.com)
What company does Chris Loveless work for?
Chris Loveless works for Sig Ep Fraternity
What is Chris Loveless's role at Sig Ep Fraternity?
Chris Loveless is Regional Director
What industry does Chris Loveless work in?
Chris Loveless works in the Investment Management industry.
Regional Director @ Sig Ep Fraternity From 1993 to 1994 (1 year) Vice President @ Netfolio I was responsible for the existing investment management business as well as the institutional development and distribution of the portfolio products via the netfolio technology. From December 1999 to September 2001 (1 year 10 months) Vice President @ O'Shaughnessy Capital Management, Inc I was responsible for the institutional distribution of our investment management products which included mutual funds and separate accounts. From March 1997 to December 1999 (2 years 10 months) Managing Director/Principal @ Bear Stearns Asset Management I was responsible for the third party/intermediary distribution business of BSAM's products to financial advisers across the US with some international coverage. From October 2001 to June 2007 (5 years 9 months) NYC, NYVice President @ Merrill Lynch I was a member of the Junior Executive Training Program (JET), which brings in about 10 to 20 graduates each year to learn and rotate thru the departments within the Private Client Division. I was based in the mutual fund group within Merrill Lynch Asset Management and rotated thru Equity Sales, Devirative Sales, Retirement Plans Sales, UIT distribution as well as the working with Financial Advisors in Dallas and New York City. During my last year, I was in Dallas as a Specialist for Retirement Plans Distribution. From July 1994 to March 1997 (2 years 9 months) President @ O’Shaughnessy Asset Management, LLC (osam.com) OSAM is a long-only equity quantitative money manager serving institutions and advisers of high net worth investors. Our strategies span large value, large growth, smid growth, small value and growth, micro cap, International, Global and Canadian strategies. We are factor experts building portfolios of characteristics designed to produce alpha for our clients - which includes ourselves.My responsibilities include oversight of sales, marketing, operations, technology, performance reporting, compliance and finance. Stamford, CT
Extraversion (E), Intuition (N), Feeling (F), Judging (J)
2 year(s), 10 month(s)
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