Ari Rosenbaum

Ari Rosenbaum is a Principal and Director of Private Wealth Solutions at O’Shaughnessy Asset Management, LLC (OSAM) based in New York, NY. He plays a leading role in the development and delivery of OSAM’s custom direct indexing platform, Canvas, specializing in tailored portfolio solutions for high-net-worth clients and financial advisors. His responsibilities include overseeing advisor relationships and coordinating custom portfolio construction, leveraging advancing technology for scalable, tax-efficient investment customization.

Rosenbaum’s expertise centers on quantitative equity strategies and direct indexing, with a particular focus on U.S. large-cap equities, multi-asset portfolios, and ESG- or values-based investment screens. He is recognized for integrating personalized values—including environmental, social, governance (ESG), and social justice criteria—into investment management, allowing clients to customize portfolios around specific sectors to avoid or emphasize, such as defense, energy, and technology, as well as actively manage factors like carbon intensity, board diversity, and corporate governance.

Before joining OSAM in 2007, Rosenbaum was Managing Director at Bear Stearns Asset Management and previously served as Vice President at O’Shaughnessy Capital Management, giving him robust experience across institutional asset management. He holds a degree from Penn State University and is frequently cited for his contributions to the advancement of direct indexing, customization at scale, and integration of personal values into portfolio construction for private wealth clients.