Christopher Meredith

Biography

Mr. Chris Meredith is a senior portfolio manager and the Director of Research and Portfolio management at O'Shaughnessy Asset Management (OSAM). Mr. Meredith reports to the CEO/CIO and is responsible for managing the investment activities of the firm. This includes supervising the portfolio management team, investment strategy research, and overseeing the firm's trading efforts. His portfolio management responsibilities include daily model generation, strategy optimization, reviewing account rebalances, and trade analysis. On the research side, Mr. Meredith 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.

Recent Courses

• NBA 5120 - Applied Portfolio Management
• NBA 4120/NBA 5220 - Equity Investment Research and Analysis
• BANA 5210 - Natural Language Processing in Finance
• NBA 5121 - Seminar in Equity Research - Cayuga Fund

Academic Degrees

• MA Columbia University, 2007
• MBA Cornell University, 2005