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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

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