Expertise:
Mr. O'Shaughnessy's expertise is in portfolio management, research decisions and investment models.
Hobbies/Sports:
Reading, Watching Movies, Collecting Art, Traveling to Europe, Listening to Classical Music
Education Degrees:
Bachelor of Arts in Economics, University of Minnesota (1985)
Affiliations Awards:
Board Member, Chamber Music Society of Lincoln Center; Former Member, Young Presidents' Organization
Industry:
Financial Advisement Services
Charity:
Juvenile Diabetes Research Foundation; Yale University; University of Notre Dame; Cancer Easecard
Number Of Years In Profession:
22
Number Of Years In Current Position:
2
What Does He/She Attribute Success To:
He attributes his success to his perseverance.
Why did you become involved in your profession or industry?:
He became involved in his profession because he was always interested in finance and was intrigued by the stock market.
Extended Bio Profile:
Mr. O'Shaughnessy holds three U.S. patents for investment strategies. His investment strategies have been featured in The Wall Street Journal, Barron’s, The New York Times, The Washington Post, The Los Angeles Times, Investor’s Business Daily, The Financial Times, London’s Daily Mail, Japan’s Nikkei Shimbun Daily, Canada’s Globe and Mail and National Post, Newsweek, Forbes, Smart Money, Worth, Kiplinger’s Personal Finance, U.S. News, Time, Money Magazine, Wired Magazine, Business 2.0 Magazine, Bloomberg Personal Finance Magazine, as well as on NBC’s Today Show, The Oprah Winfrey Show, CNBC and CNN. He is married with three children and lives in Greenwich, Connecticut.
Position Responsibilities and Duties:
Overseeing Portfolios and Equity Management of Companies
Awards/Honors:
U.S. Equity Fund of the Year Award (2004-2005); Manager of the Year, Gordon Pape Buyers Guide to Mutual Funds (2004); Canadian Investment Award; Two-Time Recipient, Best Seller Book Award, New York Times Business; Two-Time Recipient, Best Seller Book Award, BusinessWeek; Best Financial Book of the Year Author, 'Invest Like the Best,' Forbes; Top Investment Book Selected Author, 'What Works on Wall Street,' Business 2.0; Featured Executive, 'The Market Gurus: Stock Investing Strategies You Can Use from Wall Street's Best'