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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.

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San Jose,
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Hyattsville, MD
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Sole Proprietor/Writer/Editor/Contributing Feature Writer
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N. Augusta, South Carolina
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Abu Dhabi, PA
Principal
Avison Young
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Vancouver, PA
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Sykehuspartner HF
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Abington, PA
Agency Director
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Writer
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Attorney
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Conductor, Composer, Arranger, Producer, Pianist
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Little Neck, NY
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Ahold USA Retail
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General Studies Instructor / MA and HIT programs
YTI Career Institute
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York Haven, PA
Owner
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Foreign Service Officer
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Washington, DC
Real Estate Broker/Partner
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Monticello, GA
Senior Vice President/Partner
Aon
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Wickatunk, NJ
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KHovnanian Southern California
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Wickatunk, CA
CMO & SVP Niche Media
Chicago Tribune Media Group
Publishing
Chicago, IL
Senior Associate Athletic Director
San Jose State University
Education Management
Aptos,
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Topeka, Kansas
Retired Warden
Federal Bureau of Prisons
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Franklinton, NC
Dean, Retired
Bowman Gray School of Medicine, Wake Forest University
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Duxbury, MA
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Quest Swimming, Inc., SwimMetro Management, Inc., SwimMetro Construction, Inc., SwimQuest Ventures,
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Groupe conseil Stratégis
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Montreal, Quebec
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LIbertas, LLC
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Cincinnati, OH
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Director
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Denver, CO
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ACTenviro
Environmental Services
Sunnyvale, California
CEO
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Technology
Mexico City, DIF
Senior Vice President / General Manager
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Electrical/Electronic Manufacturing
Santee, CA
Asst. Director of Pharmacy for Clinical Services
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Director- Principal
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Kirkkonummi,
Vice President of Client Partnerships
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CDO
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Marketing and Advertising
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President
SUNY Broome Community College
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Binghamton, NY
CFO
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Kansas City, MO
Director of Advisory Services
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Corporate Project Director, Large Projects
ABB
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Partner
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Law Practice
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Founder and President
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Professor Emeritus (Pharmaceutics)
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Pharmaceuticals
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Criminal & Traffic Defense Trial Lawyer
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Legal Services
Miami, Florida
Partner
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Law Practice
Vancouver, Florida
Vice President Human Resources
Park Place Dealerships
Automotive
Dallas, Texas
Production Division Director
US GOV
Facilities Services
FPO AE, Texas
Regional Director; Citrus & Hernando Counties
HPH Hospice & Home Care, Inc.
Facilities Services
FPO AE, Texas
CEO
Guerra Family Office
Information Technology and Services
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Company Director
Fetchapet
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Colchester, Texas
writer and retired teacher
N/A
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Jenkintown, PA
VP FEderal Business Development/CISO
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President
ESC Pacific, Inc
Accounting
Honolulu, Hawaii
Client Engagement Manager
Amitech Solutions
Information Technology and Services
St. Louis, MO
Lawyer
Findlay Law Offices
Law Practice
Hamilton, Ontario, MO
CEO
IMMERGE
Marketing and Advertising
Greenwood Village, Colorado
Aircraft Production Controller
L-3 COMMUNICATIONS
Military
Plumas Lake, CA
SVP and Chief Product Officer
SilkRoad Technology, Inc.
Engineering
Half Moon Bay, CA
Consulting Engineer
Cosgrove Computer Systems Inc.
Computer Software
Playa del Rey, California
Senior Specialist, Evaluation & Impact
The Global Fund
Health, Wellness and Fitness
Long Island City, New York
Group CEO
Al Nahdha Investment Group
Investment Management
Aub Dhabi,
Group CEO
Al Nahdha Investment Group
Machinery
Liberty, TX
Clinical Solutions Representative
Intuitive Healthcare Solutions
Medical Devices
Ft Worth, TX
CPA and Accounting Instructor
Paulette A. Remillard CPA, MBA
Medical Devices
North Adams, MA
CEO
Azimuth Energy
Oil, Gas, Energy
Houston, TX
Psychotherapist, Coach, Intercultural Trainer, Global Management Consultant
2 companies: Mazak Global Management; Innercall: Personal and Transpersonal Development
Management Consulting
Norwalk, California
Internal Auditor
SuKarne
Food Production
Mexico City, California
Managing Director
Fulcrum Capital LLC.
Financial Services
Whitehouse, California
Principal and DIrector of International Operations
Wiss, Janney, Elsner Associates, Inc.
Civil Engineering
Whitehouse, California
Regional Director
AIA Group
Insurance
Singapore, California
Clinical Professor of Psychiatry
Co-Director Reiner Center of Behavioural Medicine
Mental Health Care
NYC, NY
Volunteer
Family Violence Appellate Project
Law Practice
NYC, NY