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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

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