• M
  • E
  • M
  • B
  • E
  • R
  • O
  • F
  • T
  • H
  • E
  • Y
  • E
  • A
  • R

Education

University of Minnesota; School of Foreign Service of Georgetown University

Bachelor of Arts in Economics- University of Minnesota; Economics and Business Diplomacy; School of Foreign Service of Georgetown University

Specialization:

Quantitative Equity Analysis; Portfolio Management; Investment Models; Research

Biography

Jim O'Shaunessy is the founder, chairman, and CEO of O'Shaughnessy Asset Management, LLC headquartered in Stamford, Connecticut. He is considered one of America's leading financial experts and a pioneer in quantitative equity analysis. He has made numerous expert appearances on CNBC, CNN, FoxNews and Report on Business Canada. Jim has written four acclaimed books on investing; 1994: Invest Like the Best; 1997: What Works on Wall Street; 1997: How to Retire Rich; 2006: Predicting the Markets of Tomorrow. Prior to running O'Shaughnessy Asset Management, Jim worked at Bear Stearns Asset Management as a Senior Managing Director and the executive director of Systematic Equity. He created Netfolio in 1999, a company that offered individual investors the ability to build their own diversified portfolio over the internet. In 1997 he launched RBC O'Shaughnessy mutual funds at Royal Bank of Canada for Canadian investors. Jim is passionate about his relationship with Lincoln Center in NYC, and he hopes to continue to expand his philanthropic efforts. He is excited to join Bristol and network with other executives and professionals.

more members of the year

CIO
Seal Industries
Oil & Energy
Ennis, TX
Internal Auditor
SuKarne
Food Production
Mexico City, TX
President
Groupe conseil Stratégis
Consulting
Montreal, Quebec
Founder/President
K-24 Continuum Academic Partners, LLC
Education Management
Port St. Lucie, Florida
Chair, Information Technology and Cybersecurity
Marymount University
Education Management
Arlington,
Owner/Principle
McGrath Media Productions
Education Management
San Antonio, TX
Retired Foreign Language Teacher
Fairfield Senior High School
Education
Hamilton, OH
Entertainer
Broadway Century Productions, LLC
Entertainment
Lauderdale by the Sea, OH
Executive Vice President, Operations
WD SEMI LLC
Business Supplies and Equipment
Durango, CO
Attending Radiation Oncologist
City of Hope (COH)
Medical Practice
Monrovia, CA
General Counsel
Resolution Portfolio Management & Oversight, LLC
Real Estate
Deerfield Beach, FL
Managing Consultant
Meant Projects
Management Consulting
Staffordshire, FL
Corporate Project Director, Large Projects
ABB
Engineering
Sugar Land, TX
FILM AND TELEVISION PROFESSIONAL
77 SUNSET BEACH SERVICES
Entertainment
Port Coquitlam, BC
Executive Vice President
Symbionce LLC
Accounting
Cleavland, Tennessee
Chief Operations Officer
Standard Life plc
Human Resources
Scotland, Tennessee
Owner President
Redwings SA de CV
Aviation & Aerospace
Arcola, TX
Consulting Engineer
Cosgrove Computer Systems Inc.
Computer Software
Playa del Rey, California
Managing Director CFO
Physik Instrumente (PI) GmbH & Co. KG
Nanotechnology
Karlsruhe, California
Director
Khansaheb Civil Engineering
Construction
Dubai, California
Attorney at Law
Law Offices of Gerald T. Richards
Legal Services
Hercules, California
Of Counsel
Lombino Martino Law Firm
Law Practice
Tacoma,
Director of the Faculty of Actuarial Sciences
Anahuac University
Higher Education
Huixquirlucam,
Vice President, Workforce Analytics
Credit Suisse
Financial Services
New York, NY
Controller
Mallah Furman & Company PA
Accounting
Miami, FL
Managing Director
Hogg Fachübersetzungen
Translation and Localization
Osnabrueck,
Principal Hydrogeologist - President
Water Resources Associates, Inc.
Mining & Metals
Ventura, CA
Chairman
Refoudning a Bold America
Biotechnology
Ventura, CA
Managing Deputy Regional Director of Southern Africa
CARE International
International Affairs
Atlanta,
Chief Information Officer
Stanford Children's Health
Hospital & Health Care
Redwood City, CA
writer and retired teacher
N/A
Publishing
Jenkintown, PA
CEO
IMMERGE
Marketing and Advertising
Greenwood Village, Colorado
President and Chief Learning Officer
Institute for the Prevention of In-Custody Deaths
Professional Training & Coaching
Henderson, NV
Managing Partner
ALC
Marketing and Advertising
Grapevine, TX
Executive Director of Process Technology
Fluor Corporation
LaPorte, Texas
Managing Member
Perkins, Smith & Associates
Hospital & Health Care
Louisville, Kentucky
Operations Development Director EMEA
Bacardi
Wine and Spirits
Cruzmanca, Kentucky
Vice President Human Resources
Park Place Dealerships
Automotive
Dallas, Texas
Chief Executive Officer
Onepath Systems, LLC
Information Technology and Services
Atlanta, GA
President
Templeton & Company, LLP
Accounting
West Palm Beach, FL
CEO
Antenna Magic LLC
Telecommunications
Morgan Hill, CA
Director- Principal
Ami Foundation
Education Management
Kirkkonummi,
Director of Business Development
Technology Industry Professonal Services LLC
Education Management
Lexington, SC
Director of Business Development
Technology Industry Professonal Services LLC
Banking
Greenville, NC
Partner
Ropes & Gray LLP
Law Practice
Boston, Massachusetts
Medical Director
Capital Primary Care Inc
Hospital & Health Care
Gettysburg, MD
Attorney
Anderson Law Firm
Legal Services
St. Charles, MO
Attending Neurologist and Senior Clinical Neurophysiologist
Free Universitty Medical Center (VUmc), Amsterdam, The Netherlands
Medical Practice
Amsterdam,
Writer / Producer / Director / Editor
LoftonFilms
Marketing and Advertising
Laurel, Maryland
Managing Partner
PPO Standards LLC.
Consulting
Plymouth, Minnesota
Executive Director LAC
Lighting
Professional Training & Coaching
Buneas Aires, Minnesota
Regional Vice President
Advisors Capital Management
Financial Services
Fairfield, Connecticut
Foreign Service Officer
USAID
Government Administration
Washington, DC
CEO
Smoothie King Franchise, Inc
Food & Beverages
Metairie, LA
Clinical Solutions Representative
Intuitive Healthcare Solutions
Medical Devices
Ft Worth, TX
Vice President of Marketing and Communications
Maguire Associates
Westford,
Reader in Restorative Dentistry
University of Bristol
Higher Education
Eidenburgh,
Vice President, Global Quality
Coloplast A/S
Medical Devices
Humlebaek,
Owner
The Ferris Law Firm
Law Practice
Denver, Colorado
Professor
Lund University
Packaging and Containers
Molnicke, Colorado
Accountant
MZ SERVICES
Accounting
Pasadena, California
Partner
Cavanaugh, Biggs & Lemon P.A.
Law Practice
Topeka, Kansas
Owner
Bruce D. Nagel Architect
Architecture & Planning
East Quogue, NY
Professor Emeritus (Pharmaceutics)
Creighton University
Pharmaceuticals
Santa Fe, New Mexico
Assistant Headmaster/Director of Athletics
Piedmont Academy
Education Management
Monticello, GA
CEO
High Tech Innovations, LLC
Information Technology and Services
Milburn, NJ
Vice President
Service Software
Information Technology and Services
Denver,
Security Design Specialist
Austin Water Utility
Utilities
Kyle,
Managing Director
Thompson Dunn Ltd.
Management Consulting
Highgate, London,
Managing Director
The Elizabeth Taylor AIDS Foundation
Non-Profit Organization Management
Santa Monica, CA
Founder / CEO
Insights Without Borders LLC
Management Consulting
Katy, Texas
General Counsel
Avasant, LLC
Management Consulting
Los Angeles, CA
Senior Vice President / General Manager
Gigantic color
Marketing and Advertising
Dallas, Texas
Attorney
Touby, Chait & Sicking, PL
Legal Services
Cloral Gables, FL
Clinical Professor of Psychiatry
Co-Director Reiner Center of Behavioural Medicine
Mental Health Care
NYC, NY
President and Founder
Tingley Systems, Inc.
Information Technology and Services
San Antonio, FL
cfo
benlee
Renewables & Environment
Romulus, MI
Vice President, Quality, Research & Measurement
URAC
1220 L Street, NW, Suite 400, District of Columbia
Lawyer
Findlay Law Offices
Law Practice
Hamilton, Ontario, District of Columbia
CRIMINAL LAW COUNSELOR
NOVUM Abogados & Consultores
Law Practice
Managua, District of Columbia
General Counsel, Secretary
Telgian Corporation
Legal Services
Mesa, AZ
President and Medical Director
Advanced TMS & Biobehavioral Centers
Medical Practice
Orange, CT
CEO
Guerra Family Office
Information Technology and Services
Huixquilucan, CT
EVP, Chief Credit Officer
Bluestem Group Inc.
Information Technology and Services
Chaska, MN
Managing Partner/Shareholder
Sacks Tierney P.A.
Information Technology and Services
Chaska, MN
Shareholder
Meier, Bonner, Muszynski, O'Dell & Harvey, P.A.
Law Practice
Apopka, Florida
Managing Director, Owner & Founder
SKDUK Asociates Ltd
Defense & Space
Eastrop Highworth,
Executive director
Extend-A-Family Waterloo Region
Non-Profit
Kitchener Ontario,
Senior Litigation Partner at the Firm
Lerners LLP
Law Practice
London Ontario, Ontario
SIM Lab Instructor
TTUHSC
Hospital & Health Care
El Paso, Texas
Professor of Education - Retired; Real Estate Investor
Richland College of the Dallas County Community College District; Self-Emplyed
Higher Education
Sachse,
Senior Adviser, International Affairs
US DOJ-ATF
Government Administration
Washington, DC
Print Media Director
KZSW Advertising
Marketing and Advertising
Flushing, New York
Vice President of Client Partnerships
Beacon Health Options
Financial Services
Danbury, CT
President
GAL Power Systems
Machinery
Toronto, Ontario
Owner/Consultant
Farm, Forest, and Fiddlehead Consulting
Environmental Services
DeRuyter, NY
Director
Juniper Networks
Telecommunications
Denver, CO
Professor of Chaplain Ministries
Columbia International University
Religious Institutions
Blythewood,
Commissioner
Advisory Neighborhood Commission
Government Relations
Washington, DC
President
Caribbean Development Bank
Banking
Wildey, St. Michaels, DC
Professor
Instituto Superior Técnico
Semiconductors
Alcabideleche, DC
Production Division Director
US GOV
Facilities Services
FPO AE, DC
SVP and Chief Product Officer
SilkRoad Technology, Inc.
Engineering
Half Moon Bay, CA
Managing Partner
ConnorsO'Dell LLP
Engineering
Exton, PA
VP of Business Operations
Comfort Star HVAC
Staffing and Recruiting
Exton, PA
Gynecologic Sonologist
North Shore LIJ Health System
Hospital & Health Care
Great Neck, NY
President and CEO
Compliance Matters LLC
Financial Services
New York,
Senior Specialist, Evaluation & Impact
The Global Fund
Health, Wellness and Fitness
Long Island City, New York
Owner
Duncan Hartley Fine Art Photography
Photography
Kendall Park, New Jersey
President
Southeastern Bible College
Education
Birmingham, Alabama
Volunteer
Family Violence Appellate Project
Law Practice
Birmingham, Alabama
Chairman & CEO
O'Shaughnessy Asset Management LLC
Financial Services
Stamford, CT
Marketing Director
Metro S.A.
Retail
Athens,
VP & General Counsel
Project Management Institute
Non-Profit Organization Management
Swarthmore , Pennsylvania
Chairman
Oldbridge Invest LLC
Investment Management
Aub Dhabi,
Senior Associate Athletic Director
San Jose State University
Education Management
Aptos,
CEO
Azimuth Energy
Oil, Gas, Energy
Houston, TX
Regional Director
WoodmenLife
Financial Services
Omaha, Nebraska
Founder
Thai Taco
Leisure, Travel & Tourism
Ventura, CA
CEO / Founder
easy associates, Inc.
Leisure, Travel & Tourism
Baltimore, MD
Principal
Inside Source
Furniture
San Leandro, California
Psychotherapist, Coach, Intercultural Trainer, Global Management Consultant
2 companies: Mazak Global Management; Innercall: Personal and Transpersonal Development
Management Consulting
Norwalk, California
Physical Security Project Manager
King County
Security and Investigations
South Eats Everett, WA
President
LIbertas, LLC
Public Relations and Communications
Cincinnati, OH
Vice President - Solutions Sales
Wells Fargo & Co. Bank
Banking
Dallas, Texas
Executive Director
In Step Seniors
Non-Profit
Washington DC, WA
General Counsel
Westlands Water District
Government Administration
Carmichael, CA
President
KHovnanian Southern California
Real Estate
Carmichael, CA
Professor Emeritus
University Hasselt Belgium
Education Management
Hoepertingen, VLI
Owner
Mutual Tool & Design Co
Machinery
Highland, MI
Service and Support Country Manager
Agilent Technologies Brasil Ltda
Electrical/Electronic Manufacturing
Saul Paulo, MI
Engineering Director
Edica Ltda.
Construction
San Jose,
President
Thermistors Unlimited
Construction
St. Mary's, PA
VP FEderal Business Development/CISO
Healthcare IT
Information Technology and Services
West Munster, MD
Attorney
Law Office of Kevin L. Mosley
Law Practice
Little Neck, NY
Founder and CEO
KaliTlacica
Management Consulting
Temp, AZ
President
Lake-Sumter State College
Higher Education
Lessburg,
Criminal & Traffic Defense Trial Lawyer
Ticket Law Center, A Criminal Defense Law Firm
Legal Services
Miami, Florida
Branch Lead
Intelligent Software Solutions
Legal Services
Colorado Springs, CO
CEO and Practice Manager
Northeastern Anesthesia
Medical Practice
Kisco, NY
Senior Advisor
Sykehuspartner HF
Stabekk,
Chairman of Surgery
Maimonides Medical Center
Medical Practice
Brooklyn, NY
Senior Partner
Constangy Brooks Smith & Prophete
Law Practice
Leewood, KS
Global Business Services Partner and U.S. Banking lead
IBM
Financial Services
Dallas, TX
Senior Vice President/Partner
Aon
Human Resources
Wickatunk, NJ
Sole Proprietor/Writer/Editor/Contributing Feature Writer
A. Communication Service/Sceneazine Magazine
Writing and Editing
N. Augusta, South Carolina
Regional Director
AIA Group
Insurance
Singapore, South Carolina
Dean, Retired
Bowman Gray School of Medicine, Wake Forest University
Education Management
Duxbury, MA
President
The Blasket Group
Management Consulting
Chadds Ford, PA
Concert Pianist and Conductor
Kenn Gartner Concerts Inc.
Music
San Rafael, CA
CEO
High Tek Computer Solutions S.A,
Technology
Mexico City, DIF
Corporate Compliance and Privacy Officer
Dimensions Healthcare System
Public Policy
Hyattsville, MD
Asst. Director of Pharmacy for Clinical Services
Chambersburg Hospital
Hospital & Health Care
Chambersburg, Pennsylvania
Executive Director
EDCTP
Research
The Hague,
Chief Information Officer
Bolder Healthcare Solutions
Information Technology and Services
Alpharetta, Georgia
President & Chief Technologist
White IEQ Consulting
Midland,
CPA and Accounting Instructor
Paulette A. Remillard CPA, MBA
North Adams, MA
Regional Director; Citrus & Hernando Counties
HPH Hospice & Home Care, Inc.
North Adams, MA
President
Tomoe Engineering USA, Inc.
Machinery
Liberty, TX
Chief Operating Officer
TranSigma
Management Consulting
Shelton, CT
Partner; Managing Director
Krane Fund Advisors, LLC
Financial Services
Irvine, California
Adjunct professor
Ana G. Mendez University
Education Management
Mount Airy, MD
Founder and President
Robowatch, LLC
Think Tanks
Joliet, IL
Senior Wealth Advisor
Insight Private Advisors
Financial Services
Flemington, NJ
CMO & SVP Niche Media
Chicago Tribune Media Group
Publishing
Chicago, IL
Chairman and CEO
Taylor Capital Group
Publishing
Northbrook, IL
Associate Director for Environmental Microbiology (retired)
Centers for Disease Control and Prevention (CDC)
Government Administration
Chamblee, GA
Company Director
Fetchapet
Translation and Localization
Colchester, GA
General Manager
ACTenviro
Environmental Services
Sunnyvale, California
SVP and Chief Medical Officer
Nebraska Medicine
Omaha, Nebraska
Consultant
Istiklal Hosital
Medical Practice
Jordan, Nebraska
Agency Director
Liberty National Life Insurance Company
Insurance
Denver, CO
Executive Director
Idaho Lions Sight and Hearing foundation Inc.
Non-Profit Organization Management
Boise,
VP, Application Manager
TD Bank
Banking
Wells,
VP Cloud Business Unit
MicroStrategy
Information Technology and Services
Purcellville, VA
Client Engagement Manager
Amitech Solutions
Information Technology and Services
St. Louis, MO
Director, Retail Accounting
Ahold USA Retail
Financial Services
Harrisburg, PA
Owner, Inventor, Co-creator
Quantum Sound Therapy
Health, Wellness and Fitness
Port Saint Lucie, FL
Partner / CMO
EY / Ernst & Young
Accounting
New York, New York
Chair, Fine Arts Department
School of Visual Arts
Fine Art
NYC, NY
Managing member
Gymer Images LLC
Photography
Gordon, Nebraska
Senior Partner
Ursel Phillips Fellows Hopkinson LLP
Law Practice
Gordon, Nebraska
Real Estate Broker/Partner
Chin MacQuoid Fleming Harris / Berkshire Hathaway Home Services
Law Practice
Park City, UT
Professor of Molecular Neurobiology
King's College London
Accounting
London,
Reasearch Associate
University of Maryland
Research
College Park, Maryland
OPERATIONS MANAGER
CNS INTERNATIONAL
Research
College Park, Maryland
Founder and CEO
Arizona Myeloma Network, AzMN
Non-Profit Organization Management
Glendale, AZ
Principal
Avison Young
Real Estate
Vancouver, AZ
Retired Warden
Federal Bureau of Prisons
Government Administration
Franklinton, NC
Aircraft Production Controller
L-3 COMMUNICATIONS
Military
Plumas Lake, CA
Business Owner / Coach
Quest Swimming, Inc., SwimMetro Management, Inc., SwimMetro Construction, Inc., SwimQuest Ventures,
Midlothian, Virginia
President
TRACIP
Messein, Virginia
President
Garden Solar LLC
Renewables & Environment
Ashburn, VA
Chairman & CEO
6th Wave Innovations Corp
Plastics
Arnold, MD
General Superintendent
Chicago Bridge and Iron
Construction
Dayton, TX
Mediator
Stout Mediation Services
Legal Services
Palo Alto, CA
Founder/CEO
Affordable Furniture Mfg. Co.
Furniture
Tupelo,
Consultant Gender mainstreaming and Rural empowerment
CODERSA
Renewables & Environment
Guatemala City,
President
To Catch the Light of Peace Let Freedom Ring, Inc.
Fine Art
New York, NY
Managing Director
Fulcrum Capital LLC.
Financial Services
Whitehouse, NY
Instructor in Pathology (former); Psychologist (current)
Dept. of Pathology, Harvard Medical School
Mental Health Care
Cape Coral, FL
Owner
DAO Technologies LLC
Information Technology and Services
Philidephia, PA
CEO
Krause Investment Advisory Group, LLC
Investment Management
Abington, PA
Managing Principal
Palisades Capital Realty Advisors
Real Estate
Pacific Palisades, California
General Studies Instructor / MA and HIT programs
YTI Career Institute
Higher Education
York Haven, PA
Principal and DIrector of International Operations
Wiss, Janney, Elsner Associates, Inc.
Civil Engineering
York Haven, PA
General Manager
Gaman Consulting
Management Consulting
La Molina, PA
Pastor
Grace Connection Church and Administrator for the International Association of Grace Ministries IAGM
Religious Institutions
Seminole, FL
CEO
Total Choice Tech Solutions
Information Technology and Services
Houston, Texas
Writer
Self
Writing and Editing
Montibello, NY
General Manager
LSS Professionals
Management
Edificio Río Oeste, Cali,
Partner
Recomservice HVAC and BAS Maintenance Services
Mechanical or Industrial Engineering
Washington, DC
Pharmaceutical Partner Executive
Baxter International
Military
Grayslake, IL
Deputy Principal
Epping Boys High School
Education Management
East Gosford, NSW, IL
Conductor, Composer, Arranger, Producer, Pianist
Banda Sonora
Music
Cepo, IL
Consultant
Steven A. Horn Consulting
Management Consulting
Nanaimo, Brtish Colombia,
Group Legal Director and Company Secretary
Taylor Wimpey plc
Consumer Services
Nanaimo, Brtish Colombia,
Managing Partner
Providica Medical LLC
Medical Devices
Round Rock, Texas
Managing Partner
Providica Medical LLC
Health, Wellness and Fitness
Abu Dhabi, Texas
Managing Partner
Providica Medical LLC
Environmental Services
Edmonton Alberta, Texas
Founder and CEO
Constantine's Enterprise
Education
Gainesville, VI
Physician
Sacred Heart Hospital, Internal Medicine Residency Program
Medical Practice
Gainesville, FL
Senior Vice President
The Camden Group
Hospital & Health Care
Pasadena, CA
Head of Training and Research Modular Service Coordination
National Medical Center "20 de Noviembre", Mexico
Medical Practice
Mexcio City, CA
Partner
Sager Legal Advisors LLP
Law Practice
Vancouver, CA
Environmental Specialist
Ministry of Municipality and Urban Planning
Environmental Services
Qatar, CA
Professor
Tecnológico de Monterrey
Research
San Pedro, CA
CEO
Vet Fed Resources, Inc/ Martin Blank Assoc. LLC
Information Technology and Services
Alexandria, VA
Director
XTid Associates ltd
Architecture & Planning
London,
President
ESC Pacific, Inc
Accounting
Honolulu, Hawaii
Vice President of Finance
Retail Inkjet Solutions, Inc.
Electrical/Electronic Manufacturing
Santee, CA
Managing Director
Golden Coast FZE
Retail
Sylvania, OH
Principal
Belvedere British School - Abu Dhabi
Education Management
Mussfah Bin Zayed City, OH
President
Bellwether Design LLC
Design
Tulsa, AZ
Founder
Chicago Compass Counseling, LLC
Consulting
Chicago, Illinois
Managing Partner
Diemer, Whitman & Cardosi
Law Practice
San Jose, CA
Principal
Woodley Farra Manion Portfolio Management
Investment Management
Indianapolis, Indiana
President
SUNY Broome Community College
Higher Education
Binghamton, NY
Director of Advisory Services
PricewaterhouseCoopers
Information Technology and Services
Binghamton, NY
CDO
Hanson Design
Marketing and Advertising
Philly, PA
Vice President and Chief Integration Officer
Baker Hughes Inc.
Houston,
General overseer
Global Humanitarian Surround Care and Mobile Telemedicine Initiative
Philanthropy
Rochester, NY
CFO
United Real Estate Holdings
Financial Services
Kansas City, MO
Attorney
Storer & Miner, PLLC
Law Practice
Middletown, Idaho
CHRO (Chief Human Resources Officer)
Cinepolis
Entertainment
Cd. Satelite, MEX
Chief Executive Officer
Arkansas Sheriff's Youth Ranches
Non-Profit Organization Management
Statesville, Arkansas
Chairman
Ima design
Architecture & Planning
Newport Beach, CA
Vice-President, Finance & Controller
Enirgi Group Corporation
Mining & Metals
Ajax, Ontario, CA
Chief Operating Officer
The Windquest Group
Investment Management
Grand Rapids, MI
Chief Financial Officer
radius financial group inc.
Real Estate
Boston, MA
Director
Mayfield CA Ltd
Architecture & Planning
Chesterfield, MA