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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

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