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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

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