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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

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