Unclaimed
Euan MacKay is an investment advisor representative at O'Shaughnessy Asset Management, LLC. Euan is registered with the state of Connecticut and has been working in the industry since October 2014. Euan holds a Chartered Financial Analyst designation and is a member of the firm's investment management team. Euan's firm manages assets for a wide range of clients, including high-net-worth individuals, corporations, and institutional investors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Assets under advisement (for uma)
1
2
CT
09/17/2021 - Present
O'Shaughnessy Asset Management, LLC (STAMFORD CT)
Active
Inactive
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