Rohan Mathew
Investment adviser representative at O'shaughnessy Asset Management, LLC
12 yearsExperience
1 stateRegistered in
$19.8BFirm assets
19 yearsFirm in business
Are you Rohan Mathew? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- O'shaughnessy Asset Management, LLCDec 2024 to now
- Glenmede Trust CompanyJul 2023 to Dec 2024
- Goldman SachsSep 2021 to Mar 2022
- JP MorganSep 2020 to Mar 2021
- Marlette FundingSep 2019 to Mar 2020
- Drexel UniversitySep 2018 to Jun 2023
- Central High SchoolSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CT).
O'shaughnessy Asset Management, LLC
$19.8BAssets managed
11,156Clients
58Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7445455
- Firm CRD
- 144594