Jacob O’Shaughnessy, CFA

Jacob O’Shaughnessy, CFA

Managing Director

Jake O’Shaughnessy is a Managing Director in SageView’s Portland, Oregon location. As a member of the institutional practice, Jake services more than $5 billion in assets across public, private, and not-for-profit defined contribution retirement plan relationships. A frequent speaker at defined contribution events such as NAGDCA, P&I DC West, and Western Pensions and Benefits, Mr. O’Shaughnessy is a well known figure in the retirement consulting industry.

Prior to joining SageView, Jake worked in a consulting capacity at Arnerich Massena and RVK, bringing more than 13 years of experience in the financial industry. He has also worked with Shinsei Bank Investment Banking Group in Tokyo, Japan and Willamette Securities.

Jake graduated cum laude with a Master of Business from Thunderbird, the American Graduate School of International Management, and he holds a Bachelor of Science in business administration from the University of Oregon. Mr. O’Shaughnessy is a member of the NAGDCA Industry Committee, the Beta Gamma Sigma International Honors Society, and has also earned his Chartered Financial Analyst (CFA) designation.


Jacob O'Shaughnessy is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Jacob is no way related to Cetera Advisor Networks LLC or its registered representatives.