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Leadership

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We Lead from Experience

Jamie McInnes, President of Oculus Partners, is a recognized leader with over thirty years of experience working in a number of 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 Parters as a Senior Partner focused on strategy engagements for clients in both institutional and individual business lines. And, in January 2021, Jamie assumed the role of President with the intention of continuing the delivery of high-quality services for our customers with the integrity they expect from an Oculus Partners engagement.

Prior to joining Oculus, Jamie spent 10 years at Prudential Financial. Initially, he worked within Prudential Retirement ultimately leading its full-service business which delivers 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 in the Prudential International Insurance business line 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.

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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.

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.