Ron Schuler
Trading-Equity bij O'Shaughnessy Asset Management LLC
Profiel
Mr. Ronald J.
Schuler is a Managing Director & Trader at O'Shaughnessy Asset Management LLC.
He is responsible for execution of trades related to the firm's institutional and sub-advised accounts, using brokers, algorithms, and direct access.
On a monthly, quarterly, and annual basis, he reviews all trades for best execution analysis.
Prior to joining OSAM, Mr. Schuler was a Portfolio Analyst on the Systematic Equity team at Bear Stearns Asset Management (BSAM) where he was responsible for the trading and implementation for third party and wrap accounts.
He held portfolio administrator positions with UBS Global Asset Management and Lazard Asset Management before joining BSAM.
Mr. Schuler holds a B.B.A.
in Finance from Pace University.
Actieve functies van Ron Schuler
| Bedrijven | Functie | Begin |
|---|---|---|
O'Shaughnessy Asset Management LLC
 O'Shaughnessy Asset Management LLC Investment ManagersFinance O'Shaughnessy Asset Management LLC (OSAM) is a SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded by James (Jim) O'Shaughnessy in 2007 and became a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2022. OSAM delivers a broad range of equity portfolios to individual investors, institutional investors and the high net-worth clients of financial advisers. They also manage mutual funds in the US as well as serving as a sub-adviser to a family of Canadian mutual funds through Royal Bank of Canada. | Trading-Equity | 01-10-2007 |
Eerdere bekende functies van Ron Schuler
| Bedrijven | Functie | Einde |
|---|---|---|
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Corporate Officer/Principal | - |
Lazard Asset Management LLC
 Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Corporate Officer/Principal | - |
Bear Stearns Asset Management, Inc.
 Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Corporate Officer/Principal | - |
Opleiding van Ron Schuler
| Pace University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
O'Shaughnessy Asset Management LLC
O'Shaughnessy Asset Management LLC Investment ManagersFinance O'Shaughnessy Asset Management LLC (OSAM) is a SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded by James (Jim) O'Shaughnessy in 2007 and became a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2022. OSAM delivers a broad range of equity portfolios to individual investors, institutional investors and the high net-worth clients of financial advisers. They also manage mutual funds in the US as well as serving as a sub-adviser to a family of Canadian mutual funds through Royal Bank of Canada. | Finance |
Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Finance |
UBS Asset Management (Americas), Inc.
UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Finance |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Finance |
