Scott Bartone, CFA Principal Chief Operating Officer, Portfolio Manager Scott Bartone is the Chief Operating Officer and a Portfolio Manager at O’Shaughnessy Asset Management (OSAM). Scott is involved in the day-to-day portfolio management activities and heads the trade support staff focused on delivering the firm’s strategies to clients. Scott also oversees the financial, operational, technology and compliance functions of the firm. Scott is an equity owner in OSAM and a member of the firm’s Executive Committee. Prior to joining OSAM, Scott worked at Bear Stearns and Co. in New York where he was responsible for providing operational and trade support for broker staff and third-party money managers utilized by Bear Stearns’ Private Client Service team. Scott has a B.A. from the State University of New York at Albany and an M.B.A from Cornell University. He is also a CFA charterholder. Scott lives in New Canaan, Connecticut with his wife and three children.

Daniel Nitiutomo is a Portfolio Manager at O’Shaughnessy Asset Management (OSAM). Prior to joining OSAM, Daniel held Business Analyst and Developer positions at Deutsche Bank, as well as internships at J.P. Morgan and Google. Daniel attended Columbia University and holds a B.S. in Operations Research. He is a CFA charterholder.

Claire Noel is a Portfolio Manager at O’Shaughnessy Asset Management (OSAM). She is responsible for conducting quantitative research, devising investment strategy, incorporating ESG considerations, and overseeing portfolio rebalancing. Prior to joining the firm, Claire was a Partner at AJO Partners, an institutional investment manager based in Philadelphia, PA. At AJO, she served as a senior member of the portfolio management and quantitative research teams responsible for building diversified, value-oriented portfolios of U.S. and international equities. In addition, she co-led the firm’s incorporation of ESG principles into the investment process. Prior to that, Claire was an Analyst and Principal at Turner Investments, an investment manager based in Berwyn, PA. At Turner, she served as lead analyst for the Quantitative Income Fund among other responsibilities. Claire holds a B.A. in Engineering Sciences from Dartmouth College and a M.S. in Computer and Information Science from the University of Pennsylvania. She is also a CFA charterholder.

Ehren J. Stanhope, CFA Principal Client Portfolio Manager Ehren Stanhope is a Principal and Client Portfolio Manager at O’Shaughnessy Asset Management (OSAM). Ehren has deep expertise in OSAM’s investment philosophy, portfolio construction, and implementation, which enables him to represent the investment process to key clients throughout the United States and Canada. He is responsible for positioning the firm’s investment capabilities within the context of client needs and the current market environment. Ehren is an equity owner in OSAM and a member of the firm’s Operating Committee. Ehren has authored several whitepapers including Dimensions of Return and Microcaps—Factor Spreads, Structural Biases, and the Institutional Imperative. He is also the author of the “Factor Investor” blog and is a Yahoo! Finance Contributor. Prior to joining OSAM, Ehren worked at Western Asset Management Co (WAMCO), where he was a member of the Analytics team in the Client Service/Marketing group. In that role, he specialized in relationships with insurance clients handling inquiries related to portfolio performance, structure, and strategy. Prior to his role at WAMCO, Ehren served as an Account Executive at Indymac Bank in the Mortgage Banking Division and a Regional Director for Sigma Phi Epsilon Fraternity. He currently serves as a member of the Investment Committee for Sigma Phi Epsilon Fraternity. Ehren holds a B.S. in Management from Tulane University with concentrations in Finance and Legal Studies, and an M.B.A. from the Yale School of Management with a focus in Asset Management. He is a CFA charter holder and member of the CFA Society New York.