860-608-2608

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How can we help you today?

Call us old fashioned, but we would love a phone call. You can also email us if you’d like.

Either way, be sure to follow Oculus Partners and Jamie McInnes on LinkedIn so that our perspectives on the industry can be delivered to your newsfeed instantly.

Would you like to arrange a project proposal?

We’d love to hear about your challenges so we can create a proposal, share how we would approach our partnership, and create a solution unique to you.

Interested in becoming a consultant?

We are always looking for experienced talent. We seldom hire consultants for a single job. We prefer to cultivate relationships with consultants that endure over time, which enables us to know our team deeply and match expertise with our clients’ challenges.

Do you have a media or press inquiry?

The media often engage Jamie and his team to share our perspectives on the news that hits the streets today.

Call us to set up an interview.

Oculus Partners
39 Todd Ridge Road
Titusville, NJ 08560

860-608-2608
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.