Lenny Castagna

Lenny Castagna serves as Trader and Director of Portfolio Implementation at O’Shaughnessy Asset Management, LLC, based in New York. In this role, he is responsible for overseeing the execution of trading strategies, facilitating portfolio implementation, and ensuring best execution across a range of quantitative equity strategies. OSAM employs a generalist structure, wherein Castagna collaborates on a broad spectrum of portfolio types, including passive, factor-based, income, defensive, and long-short equity strategies, mainly focused on US and international equities.

Castagna's investment coverage centers on systematic, data-driven trading of equity portfolios, with significant expertise in large-cap and dividend-focused equity strategies. He is a key member of the team responsible for trade implementation supporting OSAM’s research-driven disciplined approach to stock selection and risk management, which seeks to generate alpha for institutional, high-net-worth, and retail clients across multiple asset classes, primarily public equities.

Prior to joining OSAM in 2006, Castagna worked as an Associate at Bear Stearns Asset Management and held operations roles at Bear Stearns. He holds a BA in Finance from the University of Rhode Island - College of Business. Castagna’s career is distinguished by his deep experience in equity trading, portfolio construction, and operational management within leading asset management firms, contributing to OSAM’s reputation for disciplined and technology-enhanced portfolio management.