Andrea O.

Andrea O'Loughlin is Vice President of Portfolio Implementation at O'Shaughnessy Asset Management (OSAM) in Stamford, Connecticut. She plays a key role in overseeing the execution and operational integration of quantitative equity strategies for institutional and private clients, supporting OSAM’s reputation for disciplined, data-driven portfolio management. Her responsibilities include implementing and optimizing factor-based equity portfolios and ensuring alignment with client investment mandates, particularly within custom indexing and Separately Managed Account (SMA) structures.

Andrea specializes in U.S. and international equity markets, focusing on factor-based investment strategies such as value, momentum, and shareholder yield, as well as multi-cap and custom SMA solutions. The firm’s Canvas platform leverages her expertise in constructing and balancing portfolios that maximize after-tax returns and use sophisticated quantitative models to drive investment decisions, covering large-cap, small- and mid-cap, and micro-cap equities.

Before joining OSAM, Andrea was a Registered Client Service Associate in Private Wealth Management at UBS, where she worked closely with high-net-worth clients, and earlier served as an Equity Trader at Newgate Capital Management LLC. She holds an MBA and a BBA in Finance from Iona College, equipping her with deep analytical skills and broad investment knowledge. Andrea’s experience spans trading, client service, and portfolio implementation, making her a versatile professional in the investment management industry.