JO

Jim O'Shaughnessy

Founder and CEO, O'Shaughnessy Ventures LLC

New York City Metropolitan Area

Invests in

Stages:

  • Min Investment:

    $100,000.00
  • Max Investment:

    $10,000,000.00
  • Target Investment:

    $1,000,000.00

Skills

Hedge Funds
Investment Advisory
Equities
Asset Management
Investments
Quantitative Research
Quantitative Analytics
Asset Managment
Fixed Income
Investment Strategies
Asset Allocation
Investment Management
Mutual Funds
Alternative Investments
Portfolio Management
Securities
Capital Markets
Wealth Management
Private Equity
Emerging Markets

Education

Work Experience

2022 - 2024

  • Executive Chair Board of Directors

    2022 - 2024

OShaughnessy Asset Management LLC

2018 - 2022

  • Chairman and Co-Chief Investment Officer

    2018 - 2022

  • Chairman & CEO

    2007 - 2022

Bear Stearns

2001 - 2007

  • Senior Managing Director

    2001 - 2007

    Director of Systematic Equity

Bear Stearns Asset Management Inc.

2001 - 2007

  • Senior Managing Director

    2001 - 2007

Netfolio, Inc.

2000 - 2001

  • Chairman and CEO

    2000 - 2001

O'Shaughnessy Capital Management

1987 - 2000

  • Chairman and CEO

    1987 - 2000

    Merged with Netfolio in January 2000