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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.

Alvery A.

Bartlett Jr.

Founder

Meet Alvery

Susan

(Xin) Xu

Registered Representative

Meet Susan

Joseph

Bench

Registered Representative

Meet Joseph

Shawn
O'Shaughnessy

Wealth Advisor

Meet Shawn

Laurance

Serituk

Chief Operating Officer, ABFM

Meet Laurance

Debbie

Hull

Associate

Meet Debbie

Jamie
Saettele

Market Research
and Portfolio Strategist

Meet Jamie

Meet Our Associates

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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.

Read about our Philosophy

Our Process

True Portfolio Diversification

We provide investment opportunities that can reduce portfolio exposure to the shortcomings of the current, widely accepted, narrowly focused investment paradigms.

Learn about our Process

News + Insights

Market Letters

and Commentary

To help investors navigate up-to-date global trends and conditions, we provide regular market letters with details on our macroeconomic view toward investing.

Read the latest Insight

Explore Further

Alvery Bartlett Group

8000 Maryland Avenue,
Suite 1031

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.

Securities Disclosure

Registered Representative of and securities offered through Arete Wealth Management, LLC. Member FINRA/SIPC/NFA. Alvery Bartlett Group is independent of Arete Wealth Management, LLC.

 

© 2017 Alvery Bartlett Group. All rights reserved.

Check the background of Our Firm and Investment Professionals on FINRA’s BrokerCheck.

Alvery Bartlett Group