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Claire Noel

Claire Noel

Principal at O'shaughnessy Asset Management, LLC

Philadelphia, PA , United States

About

Claire M. Noel, CFA, serves as Principal, Director of Research, and Portfolio Manager at O'Shaughnessy Asset Management (OSAM). In her leadership roles, she is responsible for overseeing research initiatives, managing investment portfolios, and helping set firmwide investment strategies. Noel focuses primarily on quantitative equity strategies, with expertise across domestic and international equities—including market leaders, small and micro-cap value stocks, and enhanced dividend strategies.

With a career spanning multiple senior positions, Noel joined OSAM after previously holding key roles, including Principal at Turner Investments and a position at AJO, both well-regarded investment advisory firms. Her insights have been highlighted in financial publications, with notable contributions to emerging markets research and equity valuation perspectives.

Noel holds a degree from the University of Pennsylvania and is a CFA charterholder, bringing rigorous analytical skills and deep market knowledge to her work. Her experience and research contributions have positioned her as a leading figure in quantitative equity management, with a particular focus on systematically managed equity portfolios.

Career History

OrganizationRoleDate RangeDetails
O'Shaughnessy Asset ManagementPrincipalNov 2024 to Present
O'Shaughnessy Asset ManagementDirector of ResearchNov 2023 to Present
O'Shaughnessy Asset ManagementPortfolio ManagerJun 2021 to Present
AJOPartnerDec 2017 to May 2021
AJOAssociateMar 2012 to Dec 2017
Turner Investment PartnersQuantitative Analyst, PrincipalJul 2009 to Mar 2012

Education

University of Pennsylvania

2010 2012

Dartmouth College

2005 2009

Blair Academy

2002 2005

Episcopal Academy

1992 2002

Skills & Expertise

Hedge Funds
Asset Managment
Valuation
Bloomberg
Asset Allocation
Equities
Financial Modeling
Equity Research
Fixed Income
Derivatives
Alternative Investments
Securities
Investments
Mutual Funds
Trading
Portfolio Management
Bloomberg Terminal
Asset Management

Others at O'shaughnessy Asset Management, LLC (10)

NameRoleLocation
Beau Robinette
Beau Robinette
Associate Research AnalystGarden City, ID , United States
Euan Mackay
Euan Mackay
Client Portfolio ManagerCA , United States
Lenny Castagna
Lenny Castagna
TraderNew York, NY , United States
Andrea O.
Andrea O.
Vice President -Portfolio ImplementationStamford, CT , United States
Ari Rosenbaum
Ari Rosenbaum
PrincipalNew York, NY , United States
H
Haoqi Zhang
Research Analyst, Vice PresidentNew York, NY , United States
I
Iris Williams
VP and Sr. Portfolio ManagerSan Francisco, CA , United States
Jai Padalkar
Jai Padalkar
Associate Portfolio ManagerNew York, NY , United States
Maksim Papenkov
Maksim Papenkov
Associate Portfolio ManagerChicago, IL , United States
Temple Hendrickson
Temple Hendrickson
Research AnalystCromwell, CT , United States