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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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Founder
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Chicago, Illinois
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Arcola, TX
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Lawyer
Findlay Law Offices
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Hamilton, Ontario, TX
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Chambersburg, Pennsylvania
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San Jose,
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Grayslake, IL
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Deerfield Beach, FL
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Managing Director
Golden Coast FZE
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Sylvania, OH
Chair, Fine Arts Department
School of Visual Arts
Fine Art
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Senior Vice President/Partner
Aon
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Wickatunk, NJ
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Wells,
Regional Vice President
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Fairfield, Connecticut
Partner
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University Hasselt Belgium
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SIM Lab Instructor
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University of Maryland
Research
College Park, Maryland
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San Jose State University
Education Management
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Refoudning a Bold America
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Professor Emeritus (Pharmaceutics)
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Associate Director for Environmental Microbiology (retired)
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Government Administration
Chamblee, GA
Chief Information Officer
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Miami, FL
Regional Director
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Chairman and CEO
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Owner
Mutual Tool & Design Co
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Highland, MI
Corporate Project Director, Large Projects
ABB
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Sugar Land, TX
Marketing Director
Metro S.A.
Retail
Athens,
Commissioner
Advisory Neighborhood Commission
Government Relations
Washington, DC
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Management Consulting
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Assistant Headmaster/Director of Athletics
Piedmont Academy
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Clinical Professor of Psychiatry
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Mental Health Care
NYC, NY
Vice-President, Finance & Controller
Enirgi Group Corporation
Mining & Metals
Ajax, Ontario, NY
SVP and Chief Product Officer
SilkRoad Technology, Inc.
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CPA and Accounting Instructor
Paulette A. Remillard CPA, MBA
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North Adams, MA
President and Medical Director
Advanced TMS & Biobehavioral Centers
Medical Practice
Orange, CT
Head of Training and Research Modular Service Coordination
National Medical Center "20 de Noviembre", Mexico
Medical Practice
Mexcio City, CT
Managing member
Gymer Images LLC
Photography
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CEO
High Tek Computer Solutions S.A,
Technology
Mexico City, DIF
Deputy Principal
Epping Boys High School
Education Management
East Gosford, NSW, DIF
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Global Humanitarian Surround Care and Mobile Telemedicine Initiative
Philanthropy
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Writer
Self
Writing and Editing
Montibello, NY
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Amitech Solutions
Information Technology and Services
St. Louis, MO
Managing Director CFO
Physik Instrumente (PI) GmbH & Co. KG
Nanotechnology
Karlsruhe, MO
General Manager
LSS Professionals
Management
Edificio Río Oeste, Cali,
Consultant Gender mainstreaming and Rural empowerment
CODERSA
Renewables & Environment
Guatemala City,
Dean, Retired
Bowman Gray School of Medicine, Wake Forest University
Education Management
Duxbury, MA
Vice President Human Resources
Park Place Dealerships
Automotive
Dallas, Texas
Chief Operating Officer
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Shelton, CT
Partner / CMO
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Accounting
New York, New York
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Healthcare IT
Information Technology and Services
West Munster, MD
Medical Director
Capital Primary Care Inc
Hospital & Health Care
Gettysburg, MD
President
Garden Solar LLC
Renewables & Environment
Ashburn, VA
General Studies Instructor / MA and HIT programs
YTI Career Institute
Higher Education
York Haven, PA
GP Dentist
Ambulatory Healthcare Services- UAE
Health, Wellness and Fitness
Abu Dhabi, PA
Principal Hydrogeologist - President
Water Resources Associates, Inc.
Mining & Metals
Ventura, CA
CDO
Hanson Design
Marketing and Advertising
Philly, PA
CFO
United Real Estate Holdings
Financial Services
Kansas City, MO
President
To Catch the Light of Peace Let Freedom Ring, Inc.
Fine Art
New York, NY
Program/Project Manager
Technology Industry Professional Services LLC
Fine Art
Lexington, SC
Director
Mayfield CA Ltd
Architecture & Planning
Chesterfield, SC
Executive Vice President, Operations
WD SEMI LLC
Business Supplies and Equipment
Durango, CO
Professor
Lund University
Packaging and Containers
Molnicke, CO
Attorney at Law
Law Offices of Gerald T. Richards
Legal Services
Hercules, CO
Chair, Information Technology and Cybersecurity
Marymount University
Education Management
Arlington,
Retired Warden
Federal Bureau of Prisons
Government Administration
Franklinton, NC
writer and retired teacher
N/A
Publishing
Jenkintown, PA
CEO
Smoothie King Franchise, Inc
Food & Beverages
Metairie, LA
CEO
Antenna Magic LLC
Telecommunications
Morgan Hill, CA
General Superintendent
Chicago Bridge and Iron
Construction
Dayton, TX
Owner
The Ferris Law Firm
Law Practice
Denver, Colorado
Attorney
Touby, Chait & Sicking, PL
Legal Services
Cloral Gables, FL
Criminal & Traffic Defense Trial Lawyer
Ticket Law Center, A Criminal Defense Law Firm
Legal Services
Miami, Florida
Agency Director
Liberty National Life Insurance Company
Insurance
Denver, CO
Accountant
MZ SERVICES
Accounting
Pasadena, California
Vice President, Quality, Research & Measurement
URAC
1220 L Street, NW, Suite 400, District of Columbia
Executive Director of Process Technology
Fluor Corporation
LaPorte, Texas
Senior Adviser, International Affairs
US DOJ-ATF
Government Administration
Washington, DC
Principal
Woodley Farra Manion Portfolio Management
Investment Management
Indianapolis, Indiana
Attending Neurologist and Senior Clinical Neurophysiologist
Free Universitty Medical Center (VUmc), Amsterdam, The Netherlands
Medical Practice
Amsterdam,
Global Business Services Partner and U.S. Banking lead
IBM
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Dallas, TX
Partner; Managing Director
Krane Fund Advisors, LLC
Financial Services
Irvine, California
President
Southeastern Bible College
Education
Birmingham, Alabama
Attending Radiation Oncologist
City of Hope (COH)
Medical Practice
Monrovia, CA
Managing Member
Perkins, Smith & Associates
Hospital & Health Care
Louisville, Kentucky
Company Director
Fetchapet
Translation and Localization
Colchester, Kentucky
President & Chief Technologist
White IEQ Consulting
Midland,
Group Legal Director and Company Secretary
Taylor Wimpey plc
Consumer Services
Midland,
Mediator
Stout Mediation Services
Legal Services
Palo Alto, CA
Principal
Inside Source
Furniture
San Leandro, California
General Manager
ACTenviro
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Sunnyvale, California
Chief Operating Officer
The Windquest Group
Investment Management
Grand Rapids, MI
Senior Partner
Ursel Phillips Fellows Hopkinson LLP
Law Practice
Grand Rapids, MI
Managing Deputy Regional Director of Southern Africa
CARE International
International Affairs
Atlanta,
Of Counsel
Lombino Martino Law Firm
Law Practice
Tacoma,
President and Founder
Tingley Systems, Inc.
Information Technology and Services
San Antonio, FL
Reader in Restorative Dentistry
University of Bristol
Higher Education
Eidenburgh, FL
Concert Pianist and Conductor
Kenn Gartner Concerts Inc.
Music
San Rafael, CA
CEO
IMMERGE
Marketing and Advertising
Greenwood Village, Colorado
Professor of Education - Retired; Real Estate Investor
Richland College of the Dallas County Community College District; Self-Emplyed
Higher Education
Sachse,
Managing Partner
Providica Medical LLC
Medical Devices
Round Rock, Texas
Managing Partner
Providica Medical LLC
Machinery
Liberty, TX
Managing Partner
Providica Medical LLC
Accounting
London,
Managing Partner
Providica Medical LLC
Music
Cepo,
Managing Partner
Providica Medical LLC
Information Technology and Services
Cepo,
Managing Partner
Providica Medical LLC
Management Consulting
Staffordshire,
Managing Partner
Providica Medical LLC
Professional Training & Coaching
Buneas Aires,
President
GAL Power Systems
Machinery
Toronto, Ontario
cfo
benlee
Renewables & Environment
Romulus, MI
Director
Khansaheb Civil Engineering
Construction
Dubai, MI
Regional Director; Citrus & Hernando Counties
HPH Hospice & Home Care, Inc.
Construction
Dubai, MI
Senior Specialist, Evaluation & Impact
The Global Fund
Health, Wellness and Fitness
Long Island City, New York
Corporate Compliance and Privacy Officer
Dimensions Healthcare System
Public Policy
Hyattsville, MD
President
ESC Pacific, Inc
Accounting
Honolulu, Hawaii
CMO & SVP Niche Media
Chicago Tribune Media Group
Publishing
Chicago, IL
President
Groupe conseil Stratégis
Consulting
Montreal, Quebec
Business Owner / Coach
Quest Swimming, Inc., SwimMetro Management, Inc., SwimMetro Construction, Inc., SwimQuest Ventures,
Midlothian, Virginia
SVP and Chief Medical Officer
Nebraska Medicine
Omaha, Nebraska
Chief Information Officer
Bolder Healthcare Solutions
Information Technology and Services
Alpharetta, Georgia
Founder and CEO
Constantine's Enterprise
Education
Gainesville, VI
Director, Retail Accounting
Ahold USA Retail
Financial Services
Harrisburg, PA
Owner
Bruce D. Nagel Architect
Architecture & Planning
East Quogue, NY
Vice President and Chief Integration Officer
Baker Hughes Inc.
Houston,
Partner
Ropes & Gray LLP
Law Practice
Boston, Massachusetts
Managing Principal
Palisades Capital Realty Advisors
Real Estate
Pacific Palisades, California
Attorney
Law Office of Kevin L. Mosley
Law Practice
Little Neck, NY
Vice President of Client Partnerships
Beacon Health Options
Financial Services
Danbury, CT
Aircraft Production Controller
L-3 COMMUNICATIONS
Military
Plumas Lake, CA
Adjunct professor
Ana G. Mendez University
Education Management
Mount Airy, MD
CEO
Krause Investment Advisory Group, LLC
Investment Management
Abington, PA
VP Cloud Business Unit
MicroStrategy
Information Technology and Services
Purcellville, VA
Partner
Sager Legal Advisors LLP
Law Practice
Vancouver, VA
Managing Partner
Diemer, Whitman & Cardosi
Law Practice
San Jose, CA