Patrick McStay Email & Phone Number
Managing Director, Private Wealth Solutions @ O'Shaughnessy Asset Management, LLC (OSAM)
Patrick McStay Location
Madison, CT, US
Patrick McStay Work
- 2015 - now Managing Director, Private Wealth Solutions @ O'Shaughnessy Asset Management, LLC (OSAM)
- 2013 - 2015 Associate @ Morgan Stanley
- 2009 - 2013 Trader and Analyst @ Beck Mack and Oliver, LLC
- 2005 - 2009 Analyst @ The Royal Bank of Scotland Group
- 2002 - 2002 Summer Intern @ Fidelity Investments
Patrick McStay Education
- Providence College
BS (Business Administration and Management, General)
1999 - 2003 - Bishop Hendricken H.S.1994 - 1999
Patrick McStay Skills
- Series 7, 66
- Fixed Income
- Equities
- Trading
- Portfolio Management
- Investments
- FX Options
- Options
- Bonds
- Settlement
Patrick McStay Summary
Patrick McStay, based in Madison, CT, US, is currently a Managing Director, Private Wealth Solutions at O’Shaughnessy Asset Management, LLC (osam.com). Patrick McStay brings experience from previous roles at Morgan Stanley Wealth Management, Beck Mack and Oliver, LLC, Royal Bank of Scotland and Fidelity Investments. Patrick McStay holds a 1999 - 2003 BS in Business Administration and Management, General @ Providence College. With a robust skill set that includes Series 7, 66, Fixed Income, Equities, Trading, Portfolio Management and more. Patrick McStay has 1 emails and 1 mobile phone numbers on RocketReach.
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