Ehren Stanhope has been Chief Investment Strategist/Co-Head of Investment Management/Portfolio Manager/Principal of O'Shaughnessy Asset Management since January 2015, is a control person of the firm and directly owns under 5% of it.
O'Shaughnessy Asset Management, LLC is a Stamford, CT firm with $19.8B under management, 11,156 clients and 53 advisers in one office, as of its December 2025 filing.
- – present · 16 yearsStamford, CT · Adviser representative · Firm CRD 144594
Investment adviser representative registrations
Ehren Stanhope is registered as an investment adviser representative in Connecticut, since April 2010.
- ConnecticutSince 23 April 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 18 November 2010 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 November 2010 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 April 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ehren Jonathan Stanhope
- CRD
- 5747833
- Firm
- O'Shaughnessy Asset Management · CRD 144594
- Role
- Chief Investment Strategist/Co-Head of Investment Management/Portfolio Manager/Principal
- Office
- 100 FIRST STAMFORD PLACE, Stamford, CT 06902
- Registration
- Investment adviser registration
- In the industry since
- April 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Ehren Stanhope work?
Ehren Stanhope has been Chief Investment Strategist/Co-Head of Investment Management/Portfolio Manager/Principal of O'Shaughnessy Asset Management, LLC since January 2015, and is a control person of the firm.
Is Ehren Stanhope a financial advisor?
Yes. Ehren Stanhope has a current investment-adviser registration in Connecticut, through O'Shaughnessy Asset Management since April 2010.
How many years of experience does Ehren Stanhope have?
Ehren Stanhope has 16 years in the financial industry, since April 2010, across 1 adviser firm.
What exams has Ehren Stanhope passed?
Ehren Stanhope has passed 3 licensing exams: the Series 65, Series 63 and Series 6. The earliest, the Series 65, was passed in April 2010. FINRA credited Ehren Stanhope with the SIE, which began in October 2018.
Where is Ehren Stanhope based?
Ehren Stanhope’s registered office is in Stamford, CT.
Is Ehren Stanhope registered with FINRA?
No. Ehren Stanhope has no current broker registration.
How can I verify Ehren Stanhope’s record?
Search CRD 5747833 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ehren Stanhope’s full registration record.
- Christopher LovelessPresident/Principal
- Kristopher SmithChief Operating Officer/Principal
- Raymond Amoroso IIIChief Compliance Officer/Principal
- Scott BartoneChief Product Officer/Co-Head of Investment Management/Portfolio Manager/Principal
- Bradley BerggrenCo-CIO of Canvas Managed Options Strategies/Portfolio Manager/Principal
- Erin FoleyDirector of Trading/Principal
- Rajat GuptaChief Technology Officer/Principal
- Patrick O'ShaughnessyChairman Emeritus
- Jonathan OrseckCo-CIO of Canvas Managed Options Strategies/Portfolio Manager/Principal
- Roger ParadisoExecutive Chairman/Principal
- Ari RosenbaumDirector of Private Wealth Solutions/Principal
- Claudine SpenceDirector of Client Service/Principal