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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

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