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Leadership

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We Lead from Experience

Oculus founder and president 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.

Team

We Are Experienced

Oculus consultants have an average of 20-plus years of experience within the financial services industry as business leaders across multiple disciplines at top financial institutions. That ‘in-the-trenches’ knowledge and experience sets us apart from our competitors. As a result, we deliver practical, innovative strategies and executable solutions, quickly turning many of our customers into repeat clients.

We Are Passionate

Our team comes with an extraordinary passion for solving America’s retirement challenges.

The diversity among our consultants in terms of creativity, experience, expertise, and polished skills allows us to bring multiple perspectives to our client engagements. This helps us to analyze, visualize, and appreciate the various components associated with each project, and how these elements come together to create a complete solution that fits into and impacts the business overall.