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History • Leadership • Our Team • Partners • Testimonials

About Our Leadership

While Jamie acquired Oculus Partners from Cynthia in early 2021, Jamie and Cynthia lead the Oculus organization together and will do so for the foreseeable future.

Cynthia’s leadership over the first 12 years of our history saw the development of our core values and key processes that have delivered strong value for our clients.

The joint leadership today perpetuates this dynamic and ensures the continued value Oculus represents in the marketplace.

Jamie McInnes
Jamie McInnes
President
A recognized leader with over thirty years of experience working in many firms across asset management, banking, and insurance.
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Cynthia Hayes portrait
Cynthia Hayes
Founder
Named a top “Thinker” by 401K Wire and one of the “Top 5 Most Important Women in the 401(k) Industry. CFA, CEBS, SPARK founding member.
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Oculus Partner

CONSULTANTS TO THE RETIREMENT & WEALTH MANAGEMENT INDUSTRIES

Contact Information

39 Todd Ridge Road

Titusville, NJ

08560

860-608-2608

About Jamie McInnes

Jamie McInnes

President

Jamie is a recognized leader with over thirty years of experience working in several firms across asset management, banking and insurance. His leadership roles have focused on a variety of business models and markets covering retirement, wealth management and protection. In 2018, he joined Oculus Partners as a Senior Consultant and, in January 2021, Jamie acquired the firm.

Prior to joining Oculus, Jamie spent 10 years at Prudential Financial. Initially, he worked within Prudential Retirement ultimately leading its full-service business which delivered defined contribution, defined benefit, deferred compensation, IRA and advisory services to 4,000 institutional clients and 2.5 million individual participants. His final three years at Prudential were spent in Prudential International Insurance developing and leading its market entry to Indonesia’s life insurance market. As the CEO he developed the local senior leadership team while expanding distribution inclusive of bank assurance, tele-marketing and a direct-to-consumer digital channel.

Jamie joined Prudential from Merrill Lynch where he led its Retirement Group’s institutional offerings covering DC, DB, NQDC and trust and custody. This followed his return from Japan where Jamie had initially been leading the platform development for CIGNA’S joint venture pension business as their CIO and subsequently as the firm’s Executive Director advising multi-national firms around pension risk issues and the benefits of transferring benefit programs to a DC framework.

Jamie began his career in management consulting focused on banking and insurance company back-office operations and entered the retirement business initially with Putnam Investments and then joining a VC backed on-line 401(k) company prior to relocating to Japan.

Jamie earned his undergraduate degree in Biochemical Sciences from Harvard College, has a MPhil degree in International Relations from the University of St Andrews, an MSc in Finance from the Sawyer School of Business at Suffolk University and is a Chartered Financial Analyst.

Passion/Area of Focus

Helping leaders align and enable their teams to accomplish goals they felt were unachievable.

About Cynthia Hayes

Cynthia Hayes portrait

Founder

Oculus founder Cynthia Hayes is a nationally-recognized leader in the retirement and wealth management marketplace, with over 30 years of experience as an innovative business executive.
Named a top “Thinker” by 401K Wire and one of the “Top 5 Most Important Women in the 401(k) Industry,” Cynthia started Oculus Partners following her retirement as Managing Director with Merrill Lynch’s Retirement Group in 2008.

Prior to her retirement from Merrill Lynch, Cynthia held senior positions in business line management, sales, marketing, and operations, driving business. product and marketing strategy. She also was responsible for retirement investment platforms, institutional integrated benefits, equity awards services, and small business retirement.

She is a Chartered Financial Analyst (CFA), Certified Employee Benefits Specialist (CEBS) and founding member of The Society of Professional Asset-Managers and Recordkeepers (SPARK), an inter-industry professional association servicing mutual fund companies, banks, insurance companies, investment advisors, third party administration, recordkeepers and benefit consulting firms in the retirement plan industry.

In just over 10 years, Cynthia has built Oculus Partners to include a broad network of highly-experienced consultants and over 35 clients across the financial services industry, with many of whom we have established ongoing relationships.

She has shaped Oculus’ culture based on a desire to help employees create balance in their lives while serving their passion to do good things for clients.

Passion/Area of Focus

Helping people understand and prepare for retirement in a world where their own behaviors drive success or failure.

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