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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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  • Steven Reiter Global Business Services Partner and U.S. Banking lead IBM

    Financial Services

    Dallas, TX

  • Doug Abrahams FILM AND TELEVISION PROFESSIONAL 77 SUNSET BEACH SERVICES

    Entertainment

    Port Coquitlam, BC

  • D. Robert Findlay Lawyer Findlay Law Offices

    Law Practice

    Hamilton, Ontario, BC

  • Malcolm Pope Professor Emeritus of Medicine and Dentistry University of Aberdeen

    Law Practice

    Stonehaven, BC

  • Gilman Hanson CDO Hanson Design

    Marketing and Advertising

    Philly, PA

  • Maarten Brandt Retired HP

    Marketing and Advertising

    Philly, PA

  • Maria Guadalupe Villarreal-Guevara Professor Tecnológico de Monterrey

    Research

    San Pedro, PA

  • William Scarborough VP & General Counsel Project Management Institute

    Non-Profit Organization Management

    Swarthmore , Pennsylvania

  • Bongani Magongo Executive Director- Development Management & Research National Development Agency

    Non-Profit Organization Management

    Kempton, Pennsylvania

  • Helen Reilly Owner, Inventor, Co-creator Quantum Sound Therapy

    Health, Wellness and Fitness

    Port Saint Lucie, FL

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

    Health, Wellness and Fitness

    Guaynabo, FL

  • Matilde Vallejos Adjunct professor Ana G. Mendez University

    Education Management

    Mount Airy, MD

  • Michael Makoid Professor Emeritus (Pharmaceutics) Creighton University

    Pharmaceuticals

    Santa Fe, New Mexico

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

    Professional Training & Coaching

    Henderson, NV

  • Philippe Joliot President TRACIP

    Professional Training & Coaching

    Messein, NV

  • Cameron Stout Mediator Stout Mediation Services

    Legal Services

    Palo Alto, CA

  • Valerie Zimmerman (Brown) VP of Business Operations Comfort Star HVAC

    Staffing and Recruiting

    Palo Alto, CA

  • Robert van der Velden President (title) Self-Employed

    Staffing and Recruiting

    Palo Alto, CA

  • Mark Berkowitz President Career Development Resources LLC

    Staffing and Recruiting

    Yorktown Heights, NY

  • Ruddy Guerra Engineering Director Edica Ltda.

    Construction

    San Jose,

  • Anthony Range Aircraft Production Controller L-3 COMMUNICATIONS

    Military

    Plumas Lake, CA

  • Jorge Rosas CHRO (Chief Human Resources Officer) Cinepolis

    Entertainment

    Cd. Satelite, MEX

  • David Mack President and CEO Compliance Matters LLC

    Financial Services

    New York,

  • Kevin Connors Managing Partner ConnorsO'Dell LLP

    Financial Services

    Exton, PA

  • Kevin Mosley Attorney Law Office of Kevin L. Mosley

    Law Practice

    Little Neck, NY

  • Dr. Ángela García-Cabrera Full Professor: Lesley University, Cambridge, Massachusetts, USA Lesley University, Cambridge, Massachusetts, USA

    Higher Education

    C/Galicia 25-8-B Las Palmas Las de Gran Canaria, Spain, 35006,

  • Jason Cole CFO United Real Estate Holdings

    Financial Services

    Kansas City, MO

  • Steven Templeton President Templeton & Company, LLP

    Accounting

    West Palm Beach, FL

  • Jose Franca Professor Instituto Superior Técnico

    Semiconductors

    Alcabideleche, FL

  • Dr. Kevin Drumm President SUNY Broome Community College

    Higher Education

    Binghamton, NY

  • Ian Dantzer Senior Litigation Partner at the Firm Lerners LLP

    Law Practice

    London Ontario, Ontario

  • Wm. Warren Smith President Caribbean Development Bank

    Banking

    Wildey, St. Michaels, Ontario

  • Dudley Duncan Business Owner / Coach Quest Swimming, Inc., SwimMetro Management, Inc., SwimMetro Construction, Inc., SwimQuest Ventures,

    Midlothian, Virginia

  • Vasileios Sotiras Senior Developer Queen Mary University of London

    Midlothian, Virginia

  • Alan Goldberg Executive Vice President Symbionce LLC

    Accounting

    Cleavland, Tennessee

  • Heraclio Holguin, Jr. Pharmaceutical Partner Executive Baxter International

    Military

    Grayslake, IL

  • John Messina Of Counsel Lombino Martino Law Firm

    Law Practice

    Tacoma,

  • David Gibb cfo benlee

    Renewables & Environment

    Romulus, MI

  • Demetrios Velis Attending Neurologist and Senior Clinical Neurophysiologist Free Universitty Medical Center (VUmc), Amsterdam, The Netherlands

    Medical Practice

    Amsterdam,

  • Michael J. Schmitt Managing Partner Providica Medical LLC

    Medical Devices

    Round Rock, Texas

  • Troy McGinnis Managing Partner Providica Medical LLC

    Marketing and Advertising

    Dallas, Texas

  • Dinah Crayton, J.D., Ed.D. Managing Partner Providica Medical LLC

    Marketing and Advertising

    Panama City, FL

  • Chuck Prentiss Entertainer Broadway Century Productions, LLC

    Entertainment

    Lauderdale by the Sea, FL

  • Katya Gardea Browne Contemporary Artist KGB STUDIO / Katya Gardea

    Fine Art

    Grennwich, Connecticut

  • Ross Anderson Attorney Anderson Law Firm

    Legal Services

    St. Charles, MO

  • Mark Touby Attorney Touby, Chait & Sicking, PL

    Legal Services

    Cloral Gables, FL

  • Jeffrey Beggs Assistant Headmaster/Director of Athletics Piedmont Academy

    Education Management

    Monticello, GA

  • Margie Tingley President and Founder Tingley Systems, Inc.

    Information Technology and Services

    San Antonio, FL

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

    Information Technology and Services

    San Antonio, FL

  • Jorge Freiburghaus Information Security Manager Banco General, S.A.

    Information Technology and Services

    San Antonio, FL

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

    Legal Services

    Miami, Florida

  • Javed Uddin CEO High Tech Innovations, LLC

    Information Technology and Services

    Milburn, NJ

  • Joel Goldman Managing Director The Elizabeth Taylor AIDS Foundation

    Non-Profit Organization Management

    Santa Monica, CA

  • Jim Hanselman Client Engagement Manager Amitech Solutions

    Information Technology and Services

    St. Louis, MO

  • Bruce Perkins Managing Member Perkins, Smith & Associates

    Hospital & Health Care

    Louisville, Kentucky

  • Jan Gadeyne Lecturer Cornell University, Rome Program

    Hospital & Health Care

    Rome, Kentucky

  • Belgacem Chariag Vice President and Chief Integration Officer Baker Hughes Inc.

    Houston,

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

    Think Tanks

    Joliet, IL

  • Paul Krause CEO Krause Investment Advisory Group, LLC

    Investment Management

    Abington, PA

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

    Engineering

    Half Moon Bay, CA

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

    Financial Services

    Stamford, CT

  • Armando G. Almaguer Executive Director of Process Technology Fluor Corporation

    LaPorte, Texas

  • Joseph Carlson Owner/ President accountant

    Sandwich, Massachusetts

  • Hege Bakke-Alisøy World Heritage Coordinator Byantikvaren i Bergen

    Arnatveit, Massachusetts

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

    Music

    San Rafael, CA

  • Rebecca Hierholzer, MD, MBA, FACEP CEO COVERSA

    Non-Profit

    Kansas City, Missouri

  • James Biggs Partner Cavanaugh, Biggs & Lemon P.A.

    Law Practice

    Topeka, Kansas