Katherine Morgan Riley
Investment adviser representative at O'shaughnessy Asset Management, LLC
12 yearsExperience
1 stateRegistered in
$19.8BFirm assets
19 yearsFirm in business
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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, LLCJan 2025 to now
- UBS Financial ServicesAug 2022 to Dec 2024
- K2 AdvisorsJun 2021 to Aug 2021
- Bucknell UniversityAug 2018 to May 2022
- King 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
- 7606044
- Firm CRD
- 144594