Roger Paradiso
Global Head of Custom Client Portfolios , Executive Chairman, O'Shaughnessy Asset Management
- Location
- Stamford, Connecticut,
United States
About Roger
Roger Paradiso is Executive Chairman of O’Shaughnessy Asset Management, which includes Canvas, its custom indexing platform. In his role he is focused on new business development, and leading and creating Custom Separately Managed Accounts. In addition to developing the strategies, he implements technology-enabled advice solutions to support existing intermediary channels and potential new areas of growth and access.
Roger is an Advisory Solutions industry leader with expertise in innovation, transformation, business enhancement and strategy. With a clear vision and creative solutions, he has emphasized the needs of the clients and ease of use, giving way to new efficiencies and profitable businesses. He has shaped careers for people and developed trustworthy, reliable products for the organization. Roger has an ability to create focus, provide encouragement, and inspire collaboration that has led to leadership success and industry recognition.
During his career Roger has worked for Franklin Templeton and predecessor firms for over 25 years. In 1997 at Citi Asset Management, he conceived, developed, and built out the company's unified managed account platform, an industry first. Two years later, he created the Private Portfolio Group, which was later sold to Smith Barney (now Morgan Stanley) in 2008. That platform remains the industry's leading Unified Managed Account and Overlay Manager.
Roger returned from Morgan Stanley in 2016, where he was Managing Director of Investment Solutions and Portfolio Development for its advisory business in New York. His team was responsible for manager research, manager selection, portfolio construction, account management and trading. In addition Roger built out and managed the third-party trust business. His business group managed over $130 billion in assets of which $30 billion was discretionary in over 225 thousand accounts. In 2014, Roger was bestowed the Money Management Institute's highest honors: the Advisory Solutions Pioneer Award and in 2016 the All-Star Achiever Award.