• 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

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