Prior to joining Alvery Bartlett Fund Management, Mr. O’Shaughnessy was the National Sales Manager for SC Distributors, LLC, a $5 Billion dollar fund distribution firm. He was responsible for implementing the national sales objectives at the firm. He joined SC in 2012 as a Regional Vice President and was then promoted to Senior Product Manager for Greenbacker Renewable Energy Company and TriLinc Global Impact Fund. Prior to joining SC Distributors Mr. O’Shaughnessy worked at Alvery Bartlett Group as a trading assistant for activites in listed securities, crude oil, natural gas, gold and other commodities.
During his career, Mr. O’Shaughnessy has become extremely knowledgeable in the tax-advantaged, high income investment markets. His deep knowledge of hard assets helped him work with both individual and institutional clients, as he is able to offer unique insight to their traditional investment portfolios of equities and fixed income. Mr. O’Shaughnessy has been asked to attend many industry events, where he has been a speaker addressing the topics of real asset investment products, incorporating real assets in investment portfolios, real estate investing and opportunities for investing in energy.
Mr. O’Shaughnessy graduated from Fontbonne University in St. Louis with a Business Degree in Finance. He holds the Series 7, 63 and 24 securities license. He resides in St. Louis with his wife and 3 children.
Meet Our Associates
Discover how an Alvery Bartlett Wealth Advisor can help you achieve your long-term financial goals, through investment and wealth management.
Who We are
Letter from Our Founder
At Alvery Bartlett Group, we believe in helping people achieve their long-term financial goals through true investment diversity and flexibility.
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True Portfolio Diversification
We provide investment opportunities that can reduce portfolio exposure to the shortcomings of the current, widely accepted, narrowly focused investment paradigms.
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To help investors navigate up-to-date global trends and conditions, we provide regular market letters with details on our macroeconomic view toward investing.
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Alvery Bartlett Group
8000 Maryland Avenue,
Saint Louis, MO 63105
EMERGENCY CONTACT INFORMATION
If for any reason you can not reach our St. Louis office location by telephone, please contact Arete Wealth Management, LLC at 312-940-3684 for trading, cashiering and other general assistance.
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