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Jim O'Shaughnessy
Amministratore Delegato presso O'Shaughnessy Ventures LLC
Posizioni attive di Jim O'Shaughnessy
Società | Posizione | Inizio | Fine |
---|---|---|---|
O'Shaughnessy Ventures LLC | Amministratore Delegato | - | - |
Fondatore | - | - | |
Positive Sum Advisors LLC
![]() Positive Sum Advisors LLC Investment ManagersFinance Positive Sum Advisors LLC (Positive Sum) is a venture capital firm founded in 2020 by Sam Cates and James Patrick O'Shaughnessy. The firm is headquartered in Greenwich, Connecticut. | Amministratore Delegato | 01/09/2020 | - |
Fondatore | 01/09/2020 | - | |
Investitore di Private Equity | 01/09/2020 | - |
Storia della carriera di Jim O'Shaughnessy
Precedenti posizioni note di Jim O'Shaughnessy
Società | Posizione | Inizio | Fine |
---|---|---|---|
O'Shaughnessy Asset Management LLC
![]() O'Shaughnessy Asset Management LLC Investment ManagersFinance O'Shaughnessy Asset Management LLC (OSAM) is a SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded by James (Jim) O'Shaughnessy in 2007 and became a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2022. OSAM delivers a broad range of equity portfolios to individual investors, institutional investors and the high net-worth clients of financial advisers. They also manage mutual funds in the US as well as serving as a sub-adviser to a family of Canadian mutual funds through Royal Bank of Canada. | Amministratore Delegato | 01/01/2007 | 01/01/2018 |
Presidente | 01/01/2007 | 03/01/2023 | |
Direttore degli Investimenti | 01/01/2007 | 03/01/2023 | |
Fondatore | 01/01/2007 | 03/01/2023 | |
Gestore di Portafoglio-Azioni | 01/01/2007 | 03/01/2023 | |
Bear Stearns Asset Management, Inc.
![]() Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Corporate Officer/Principal | 01/01/2001 | 28/02/2008 |
Netfolio, Inc. | Amministratore Delegato | - | 31/12/2000 |
Presidente | 31/12/2000 | 31/12/2000 |
Formazione di Jim O'Shaughnessy
University of Minnesota | Undergraduate Degree |
University of Notre Dame | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Posizioni
Chief Executive Officer | 4 |
Founder | 3 |
Chairman | 2 |
Settori
Finance | 5 |
Consumer Services | 3 |
Technology Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
---|---|
O'Shaughnessy Asset Management LLC
![]() O'Shaughnessy Asset Management LLC Investment ManagersFinance O'Shaughnessy Asset Management LLC (OSAM) is a SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded by James (Jim) O'Shaughnessy in 2007 and became a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2022. OSAM delivers a broad range of equity portfolios to individual investors, institutional investors and the high net-worth clients of financial advisers. They also manage mutual funds in the US as well as serving as a sub-adviser to a family of Canadian mutual funds through Royal Bank of Canada. | Finance |
Netfolio, Inc. | Technology Services |
Bear Stearns Asset Management, Inc.
![]() Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Finance |
O'Shaughnessy Ventures LLC | Finance |
Positive Sum Advisors LLC
![]() Positive Sum Advisors LLC Investment ManagersFinance Positive Sum Advisors LLC (Positive Sum) is a venture capital firm founded in 2020 by Sam Cates and James Patrick O'Shaughnessy. The firm is headquartered in Greenwich, Connecticut. | Finance |
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