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MEMBER OF THE YEAR
James O' Shaughnessy
Chairman & CEO
O'Shaughnessy Asset Management LLC
Stamford, CT,
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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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  • William Scarborough VP & General Counsel Project Management Institute

    Non-Profit Organization Management

    Swarthmore , Pennsylvania

  • Michael Langston Professor of Chaplain Ministries Columbia International University

    Religious Institutions

    Blythewood,

  • Barry I. Gold Director Knoll Pharmaceuticals, Div. of BASF

    Writing and Editing

    Montibello, NY

  • Mark Rogers Consulting Engineer, Biomedical Industry Validant

    Management Consulting

    St. Petersburg, FL

  • Ami Mezezi Founder EvolveGene

    Biotechnology

    Tampa, Florida

  • J. Perry Carter Professor of Education - Retired; Real Estate Investor Richland College of the Dallas County Community College District; Self-Emplyed

    Higher Education

    Sachse,

  • Ada Oliva Controller Mallah Furman & Company PA

    Accounting

    Miami, FL

  • Sherry Crowe Senior Manager- Regional Market Access Novartis Oncology

    Accounting

    Southlake, TX

  • Marsha Allen General overseer Global Humanitarian Surround Care and Mobile Telemedicine Initiative

    Philanthropy

    Rochester, NY

  • Jeff Mount Regional Vice President Advisors Capital Management

    Financial Services

    Fairfield, Connecticut

  • Carlos Thompson VP General Manager De la Cruz & Associates Puerto Rico Ogilvy affiliate

    Financial Services

    Guaynabo, Connecticut

  • Timo Karkola Director- Principal Ami Foundation

    Education Management

    Kirkkonummi,

  • David Gibb cfo benlee

    Renewables & Environment

    Romulus, MI

  • Patricia Thompson Managing Director Thompson Dunn Ltd.

    Management Consulting

    Highgate, London, MI

  • Jim Sneed Founder/CEO Affordable Furniture Mfg. Co.

    Furniture

    Tupelo,

  • Lynford Martin Founder and CEO Constantine's Enterprise

    Education

    Gainesville, VI

  • Robert G. Bello General Counsel Resolution Portfolio Management & Oversight, LLC

    Real Estate

    Deerfield Beach, FL

  • Kenn Gartner, PhD Concert Pianist and Conductor Kenn Gartner Concerts Inc.

    Music

    San Rafael, CA

  • Markus Spanner Managing Director CFO Physik Instrumente (PI) GmbH & Co. KG

    Nanotechnology

    Karlsruhe, CA

  • William Michael Robinson Program/Project Manager Technology Industry Professional Services LLC

    Nanotechnology

    Lexington, SC

  • Sabyasachi Sengupta EVP, Chief Credit Officer Bluestem Group Inc.

    Nanotechnology

    Chaska, MN

  • Ronald Dorovi Founder Thai Taco

    Leisure, Travel & Tourism

    Ventura, CA

  • Mark Schlarbaum Partner; Managing Director Krane Fund Advisors, LLC

    Financial Services

    Irvine, California

  • John Cosgrove Consulting Engineer Cosgrove Computer Systems Inc.

    Computer Software

    Playa del Rey, California

  • Terrie Williams, MSW Executive Director In Step Seniors

    Non-Profit

    Washington DC, WA

  • Jason Cole CFO United Real Estate Holdings

    Financial Services

    Kansas City, MO

  • Eliane Fernandes Executive Manager, Strategy - (SESI/SENAI/IEL) CNI - Confederação Nacional da Indústria/National Confederation Of Industry

    Education

    Brasilia,

  • Emerson R Bailey III Managing member Gymer Images LLC

    Photography

    Gordon, Nebraska

  • John Peters, Jr., Ph.D. President and Chief Learning Officer Institute for the Prevention of In-Custody Deaths

    Professional Training & Coaching

    Henderson, NV

  • Janus Kremer Director Instituto Privado Kremer

    Professional Training & Coaching

    Condova, NV

  • Indu Gupta Physician Kaiser Permanente

    Professional Training & Coaching

    Modesto, CA

  • Diana Beattie Dean Oman Medical College

    Professional Training & Coaching

    Modesto, CA

  • James O' Shaughnessy Chairman & CEO O'Shaughnessy Asset Management LLC

    Financial Services

    Stamford, CT

  • Simon Johnson Director Mayfield CA Ltd

    Architecture & Planning

    Chesterfield, CT

  • Rogers Okot-Uma Owner/Proprietor SFI Academy of Mathematics, Physics, and History

    Architecture & Planning

    London, CT

  • Jeff Bridges Regional Director WoodmenLife

    Financial Services

    Omaha, Nebraska

  • Susan Ursel Senior Partner Ursel Phillips Fellows Hopkinson LLP

    Law Practice

    Omaha, Nebraska

  • Bruce Nagel Owner Bruce D. Nagel Architect

    Architecture & Planning

    East Quogue, NY

  • Clifford Schecter President LIbertas, LLC

    Public Relations and Communications

    Cincinnati, OH

  • Gunilla Joenson Professor Lund University

    Packaging and Containers

    Molnicke, OH

  • Nigel Robb Reader in Restorative Dentistry University of Bristol

    Higher Education

    Eidenburgh, OH

  • Orlando Soto-Solera Director General Grupo Financiero Acobo

    Higher Education

    San Jose, OH

  • Michael Blake VP FEderal Business Development/CISO Healthcare IT

    Information Technology and Services

    West Munster, MD

  • Roger James Morris, D.Phil., FRSA, FRSB Professor of Molecular Neurobiology King's College London

    Accounting

    London,

  • Donald Prophete Senior Partner Constangy Brooks Smith & Prophete

    Law Practice

    Leewood, KS

  • Richard Saunders Corporate Project Director, Large Projects ABB

    Engineering

    Sugar Land, TX

  • SILVIA SÁNCHEZ BARAHONA CRIMINAL LAW COUNSELOR NOVUM Abogados & Consultores

    Law Practice

    Managua, TX

  • Camilla Hjort Pagh Vice President, Global Quality Coloplast A/S

    Medical Devices

    Humlebaek, TX

  • Maurice Ian Lowcock Deputy Principal Epping Boys High School

    Education Management

    East Gosford, NSW, TX

  • J. Antonio Garcia President Global Mass Transfer Equipment Solutions, LLC

    Education Management

    Houston, TX

  • Lincoln Greenidge Vice-President, Finance & Controller Enirgi Group Corporation

    Mining & Metals

    Ajax, Ontario, TX

  • Michael (Mohamad) Zeineddine Accountant MZ SERVICES

    Accounting

    Pasadena, California

  • Bernardo Moreno Owner President Redwings SA de CV

    Aviation & Aerospace

    Arcola, TX

  • Peter Kehoe President The Blasket Group

    Management Consulting

    Chadds Ford, PA

  • R. Harwood-Woody Beville Chairman Refoudning a Bold America

    Biotechnology

    Chadds Ford, CA

  • Guenter Loepertz Owner Mutual Tool & Design Co

    Machinery

    Highland, MI

  • Albert M. Quirantes Criminal & Traffic Defense Trial Lawyer Ticket Law Center, A Criminal Defense Law Firm

    Legal Services

    Miami, Florida

  • Marybeth Farquhar Vice President, Quality, Research & Measurement URAC

    1220 L Street, NW, Suite 400, District of Columbia

  • Rebecca Bales Senior Vice President The Camden Group

    Hospital & Health Care

    Pasadena, CA

  • Maarten Brandt Retired HP

    Hospital & Health Care

    Pasadena, CA

  • Tony Coloe Realtor Keller Williams Realty, Inc.

    Hospital & Health Care

    Pasadena, PA

  • Paul Krause CEO Krause Investment Advisory Group, LLC

    Investment Management

    Abington, PA

  • John D. Lofton IV Writer / Producer / Director / Editor LoftonFilms

    Marketing and Advertising

    Laurel, Maryland

  • Ruriá Duprat Conductor, Composer, Arranger, Producer, Pianist Banda Sonora

    Music

    Cepo, Maryland

  • D. Robert Findlay Lawyer Findlay Law Offices

    Law Practice

    Hamilton, Ontario, Maryland

  • John Eichstadt Production Division Director US GOV

    Facilities Services

    FPO AE, Maryland