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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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  • Ada Oliva Controller Mallah Furman & Company PA

    Accounting

    Miami, FL

  • Michael Blake VP FEderal Business Development/CISO Healthcare IT

    Information Technology and Services

    West Munster, MD

  • Wan Kim CEO Smoothie King Franchise, Inc

    Food & Beverages

    Metairie, LA

  • Peter Kehoe President The Blasket Group

    Management Consulting

    Chadds Ford, PA

  • Jorge Acuna Regional Head of Legal & Compliance LAM Maersk Line

    Management Consulting

    Panama City, PA

  • Ed Kopetsky Chief Information Officer Stanford Children's Health

    Hospital & Health Care

    Redwood City, CA

  • Peggy (Margaret) Werner Becker Licenced Clinical Social Worker, Therapist Self Employed, Private Practice

    Hospital & Health Care

    Wayne, NJ

  • Khaled Musa OPERATIONS MANAGER CNS INTERNATIONAL

    Hospital & Health Care

    Wayne, NJ

  • Eric Stojkovich President ESC Pacific, Inc

    Accounting

    Honolulu, Hawaii

  • OLIVA SANCHEZ GARCIA Director of the Faculty of Actuarial Sciences Anahuac University

    Higher Education

    Huixquirlucam, Hawaii

  • Wafa Ahmad Consultant Istiklal Hosital

    Medical Practice

    Jordan, Hawaii

  • Richard J. Rapaport President To Catch the Light of Peace Let Freedom Ring, Inc.

    Fine Art

    New York, NY

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

    Fine Art

    London, NY

  • Devon Ayres Principal Hydrogeologist - President Water Resources Associates, Inc.

    Mining & Metals

    Ventura, CA

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

    Financial Services

    Stamford, CT

  • Tonya M. Peterson AVP / Sr. Project Portfolio Manager US Bank

    Information Technology and Services

    Germantown, Wisconsin

  • Jason Green CEO IMMERGE

    Marketing and Advertising

    Greenwood Village, Colorado

  • Mike Arroyo Musician/Pastor Mike Arroyo Music / Breñas Community Church (BCC)

    Music

    Vega Baja,

  • Alyce-Hannah Golderer Sole Proprietor/Writer/Editor/Contributing Feature Writer A. Communication Service/Sceneazine Magazine

    Writing and Editing

    N. Augusta, South Carolina

  • Sherice A. Muhammad Commissioner Advisory Neighborhood Commission

    Government Relations

    Washington, DC

  • Ian Dantzer Senior Litigation Partner at the Firm Lerners LLP

    Law Practice

    London Ontario, Ontario

  • Marianna Papadopoulou Marketing Director Metro S.A.

    Retail

    Athens,

  • Jay Lugo Executive Director Idaho Lions Sight and Hearing foundation Inc.

    Non-Profit Organization Management

    Boise,

  • Nancy Bradley Chief Executive Officer Arkansas Sheriff's Youth Ranches

    Non-Profit Organization Management

    Statesville, Arkansas

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

    Financial Services

    Irvine, California

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

    Higher Education

    Sachse,

  • Maurice Ian Lowcock Deputy Principal Epping Boys High School

    Education Management

    East Gosford, NSW,

  • W. Scott Stephens Security Design Specialist Austin Water Utility

    Utilities

    Kyle,

  • Eric H. Radany MDPHD Attending Radiation Oncologist City of Hope (COH)

    Medical Practice

    Monrovia, CA

  • Clifford Schecter President LIbertas, LLC

    Public Relations and Communications

    Cincinnati, OH

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

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

  • Mikkel Veum-Søhoel Senior Advisor Sykehuspartner HF

    Stabekk,

  • Rich Buchheim SVP and Chief Product Officer SilkRoad Technology, Inc.

    Engineering

    Half Moon Bay, CA

  • Margie Tingley President and Founder Tingley Systems, Inc.

    Information Technology and Services

    San Antonio, FL

  • Larry Trotter Executive Vice President and GM Ryobi Power Tools

    Information Technology and Services

    Fort Myers, Florida

  • Ruddy Guerra Engineering Director Edica Ltda.

    Construction

    San Jose,

  • Kyle Keller Agency Director Liberty National Life Insurance Company

    Insurance

    Denver, CO

  • Roy Wever Consultant/Owner Toffy S. A. And AKSES HOLDINGS, Inc

    Insurance

    Guatemala, CO

  • Dr. Charles R. Mojock President Lake-Sumter State College

    Higher Education

    Lessburg,

  • Andrew Hughes Managing Consultant Meant Projects

    Management Consulting

    Staffordshire,

  • Jeffrey Taylor Chairman and CEO Taylor Capital Group

    Management Consulting

    Northbrook, IL

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

    Music

    Cepo, IL

  • Rebecca Hierholzer, MD, MBA, FACEP CEO COVERSA

    Non-Profit

    Kansas City, Missouri

  • Michael Thompson Lieutenant Colonel U.S. Army

    Non-Profit

    McDonough, GA

  • The Honorable Dr. Dale Layman Founder and President Robowatch, LLC

    Think Tanks

    Joliet, IL

  • Ann Griffith MacQuoid Real Estate Broker/Partner Chin MacQuoid Fleming Harris / Berkshire Hathaway Home Services

    Think Tanks

    Park City, UT

  • Teressa Stewart Middle School Senior Counselor Retired School Counselor

    Think Tanks

    Augusta, Georgia

  • Gualtiero DiLoreto Owner PHP Houses

    Think Tanks

    Sanford, Florida

  • Roseanne Bell President Bellwether Design LLC

    Design

    Tulsa, AZ

  • Desmond Malcolm Former GENERAL MANAGER Urban Development Corporation

    Design

    Tulsa, AZ

  • Wendell Younkins Vice President & Global Controller TV Distribution NBC Universal

    Design

    Lake Vauer, CA

  • Sherry Crowe Senior Manager- Regional Market Access Novartis Oncology

    Design

    Southlake, TX

  • Brian Fratus President Garden Solar LLC

    Renewables & Environment

    Ashburn, VA

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

    Real Estate

    Deerfield Beach, FL

  • Bryan Rathjen Director of Advisory Services PricewaterhouseCoopers

    Information Technology and Services

    Deerfield Beach, FL

  • Suzanne Anker Chair, Fine Arts Department School of Visual Arts

    Fine Art

    NYC, NY

  • Randy Walti General Counsel, Secretary Telgian Corporation

    Legal Services

    Mesa, AZ

  • Juan Flors Investment Adviser - Resolution No. CNV - 482 - 10 Independent Financial Planner affiliated with an international company

    Legal Services

    Mesa, AZ

  • Barbara Baroff Kavanagh Founder and CEO Arizona Myeloma Network, AzMN

    Non-Profit Organization Management

    Glendale, AZ

  • John Ferris Owner The Ferris Law Firm

    Law Practice

    Denver, Colorado

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

    Legal Services

    Miami, Florida

  • Naj Qureshi Executive Vice President Mufti International

    Legal Services

    Dulles, VA

  • Frances Webb writer and retired teacher N/A

    Publishing

    Jenkintown, PA

  • Ingrid Schreuel Consultant Gender mainstreaming and Rural empowerment CODERSA

    Renewables & Environment

    Guatemala City, PA

  • Steven Templeton President Templeton & Company, LLP

    Accounting

    West Palm Beach, FL

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

    Professional Training & Coaching

    Henderson, NV