Pooja Shah

O'Shaughnessy Asset Management LLC (OSAM) is a SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded by James (Jim) O'Shaughnessy in 2007 and became a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2022. OSAM delivers a broad range of equity portfolios to individual investors, institutional investors and the high net-worth clients of financial advisers. They also manage mutual funds in the US as well as serving as a sub-adviser to a family of Canadian mutual funds through Royal Bank of Canada.

Charles River Systems, Inc. provides software and technology consulting services. It also offers implementation, application management services and hosting services. The firm offers Charles River Investment Management Solution that controls operational risk, simplifies day-to-day system management, and decreases technology costs by hosting and managing the enterprise software to wealth managers, advisors, alternative investment managers and institutional investment managers. The company was founded by Peter K. Lambertus in 1984 and is headquartered in Burlington, MA.