Chris Meredith is a senior portfolio manager and the Director of Research and Portfolio Management at O’Shaughnessy Asset Management (OSAM). He reports to the CEO/CIO and is responsible for managing the investment activities of the firm, which includes supervising the portfolio management team, investment strategy research, and overseeing the firm’s trading efforts. Mr. Meredith’s portfolio management responsibilities include daily model generation, strategy optimization, reviewing account rebalances, and trade analysis. On the research side, he leads a team of analysts that conducts research on new and existing strategies and evaluates the efficacy of new factors. Prior to joining OSAM, Mr. Meredith was a senior research analyst on the Systematic Equity Team at BSAM. He was a director at Oracle Corporation and spent eight years as a technology professional before attending the Cornell SC Johnson College of Business.
Mr. Meredith holds a B.A. in English from Colgate University, an MBA from Cornell University, an M.A. in financial mathematics from Columbia University, and is a Chartered Financial Analyst. He lives in Chappaqua, New York, with his wife and three children.