Jim O'Shaughnessy
Chief Executive Officer at O'Shaughnessy Ventures LLC
Profile
Mr. James P.
O'Shaughnessy, CFA, is a Partner & CEO at Positive Sum Advisors LLC and a Chief Executive Officer at O'Shaughnessy Ventures LLC.
Mr. O'Shaughnessy was previously employed as a Principal, Chairman, Co-CIO & Portfolio Manager by O'Shaughnessy Asset Management LLC, a Senior Managing Director by Bear Stearns Asset Management, Inc., and a Chairman & Chief Executive Officer by Netfolio, Inc. He received his undergraduate degree from the University of Minnesota and a graduate degree from the University of Notre Dame.
Jim O'Shaughnessy active positions
| Companies | Position | Start |
|---|---|---|
| O'Shaughnessy Ventures LLC | Chief Executive Officer | - |
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. | Chief Executive Officer | 31/08/2020 |
Former positions of Jim O'Shaughnessy
| Companies | Position | End |
|---|---|---|
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 welath 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. | Chief Executive Officer | 31/12/2017 |
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 | 27/02/2008 |
| Netfolio, Inc. | Chief Executive Officer | 30/12/2000 |
Training of Jim O'Shaughnessy
| University of Minnesota | Undergraduate Degree |
| University of Notre Dame | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 welath 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 |
- Stock Market
- Insiders
- Jim O'Shaughnessy
