Jake O'Shaughnessy, CFA

Jake O’Shaughnessy is a Managing Director, Retirement Plan Consulting in SageView’s Portland, Oregon location. As an advisor for 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.