Laura
Foster

O'Shaughnessy Asset Management, LLC

CRD#6265028
Investment Advisor
in Stamford, CT

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About this Advisor

Laura Foster is a financial advisor based in Stamford, Connecticut, working with O'Shaughnessy Asset Management, LLC. Laura has previously held positions at Eaton Vance Distributors, Inc, Parametric Portfolio Associate, and O'Shaughnessy Asset Management, LLC. Laura has passed the Series 63 regulatory exam and is registered to provide services in Connecticut. Currently, Laura is part of O'Shaughnessy Asset Management, LLC, which operates out of Stamford, Connecticut. The firm has 69 employees and manages assets totaling $8.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at O'Shaughnessy Asset Management, LLC includes asset-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Office Location

6 Suburban Avenue
Stamford, CT 06901-2012

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O'Shaughnessy Asset Management, LLC Brokerage Details

Total Assets Under Management

$7,983,580,249

CT Average: $5,297,377,271
Total Number of Employees

69

CT Average: 35
Total Number of Accounts

4,197

CT Average: 690
Average Account Size

$1,902,211

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Laura Foster Work History

2022 - Present (2 years)

O'Shaughnessy Asset Management, LLC

2020 - 2022 (2 years)

Eaton Vance Distributors, Inc

2013 - 2020 (7 years)

Eaton Vance Distributors, Inc

2013 - 2020 (7 years)

Parametric Portfolio Associate

Disclosures

Please visit the SEC profile of Laura Foster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at O'Shaughnessy Asset Management, LLC

Thomas Canals
Stamford, CT
Andrew Iles
Stamford, CT
Euan Mackay
Stamford, CT
Mark Hebeka
Stamford, CT
Emily Sgammato
Stamford, CT
Kevin Jacobs
Stamford, CT
Thomas Farrell
Stamford, CT
Christian Coratti
Stamford, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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