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Jacob O'Shaughnessy, CFA

Arnerich Massena

As investment advisor for the institutional practice, Jacob O'Shaughnessy services client relationships in public, private, and not-for-profit organizations. Among his current clients are the states of Oregon, Kansas, and Nevada, as well as several other large public and private defined contribution plan sponsors.

Mr. O'Shaughnessy began his career in the financial industry more than ten years ago. His experience includes providing advisory services to both corporate and public defined benefit and defined contribution plans, foundations, endowments, and non-pension operating plans. Prior to joining Arnerich Massena in 2009, he was with R.V. Kuhns & Associates, Inc. and has also worked with the Shinsei Bank Investment Banking Group and Willamette Securities.

Jacob O'Shaughnessy graduated cum laude with a Masterís degree in Business Administration 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 Beta Gamma Sigma International Honors Society and has also earned his Chartered Financial Analyst (CFA) designation. Recent speaking engagements include NAGDCA (Annual Conferences and Industry Roundtable events), Pensions and Investments DC West Conference, and National Association of State Treasurers (NAST), as well as guest lecturing at graduate level MBA courses.

Annamaria Lusardi
Denit Trust Distinguished Scholar in Economics and Accountancy
The George Washington University School of Business
Before joining The George Washington University School of Business, Professor Lusardi was the Joel Z. and Susan Hyatt Professor of Economics at Dartmouth College, where she taught for twenty years. She has also taught at Princeton University, the University of Chicago Public Policy School, the University of Chicago Booth School of Business, and Columbia Business School. In 2008 she was a visiting scholar at Harvard Business School. Moreover, she is the Director of the Financial Literacy Center, a joint Center with the Rand Corporation and the Wharton School created with the support of the Social Security Administration. She holds a Ph.D. degree in economics from Princeton University. Dr. Lusardi has won numerous research awards. Among them is a research fellowship from the Irving B. Harris Graduate School of Public Policy Studies at the University of Chicago, a faculty fellowship from the John M. Olin Foundation, and a junior and senior faculty fellowship from Dartmouth College. She is the recipient of the Fidelity Pyramid Prize, a $50,000 award to authors of published applied research that best helps address the goal of improving lifelong financial well-being for Americans. She has written more than fifty academic articles and edited two books: Overcoming the Saving Slump: How to Increase the Effectiveness of Financial Education and Saving Programs published by the University of Chicago Press in 2008, and Financial Literacy: Implications for Retirement Security and the Financial Marketplace, joint with Olivia Mitchell, published by Oxford University Press in 2011. Dr. Lusardi has worked on several projects on financial education in both the United States and abroad. She has advised the Dartmouth Hitchcock Medical Center, FINRA Investor Education Foundation, the Dutch Central Bank, the OECD, and the World Bank on issues related to financial literacy and saving. In 2009, she served as a faculty advisor for the Office of Financial Education of the U.S. Treasury. She was recently recognized by the New York Times as one of the six most influential economists in the area of financial reform. Prof. Lusardi is a member of the steering committee of the Financial Literacy Seminar Series.

Tom Applegate, CFA
Client Portfolio Manager
ING Investment Management

Patti Balthazor Bjork
Director of Retirement Research
Aon Hewitt

Stephen Bozeman

Kevin Cress, CFA
Senior Consultant

Seth Finkelstein, CFA
SVP, Client Portfolio Manager and Head of Investment Services
ING Investment Management

Rich Hiller
Senior Managing Director, Institutional Sales and Service

Gregory T. Long
Executive Director
Thrift Savings Plan

Bill Martin
Senior Vice President, Senior Portfolio Manager
American Century Investments

Jennifer Mausolf
Marketing & Product Development Director
Municipal Employees' Retirement System of Michigan

Andrew Ness

Tom Skrobe
Managing Director, Head of Distribution

Benjamin B. Taylor
Vice President
Callan Associates

Tim Walsh
Senior Managing Director, Product Management

Rich Weiss
Senior Vice President, Senior Portfolio Manager
American Century Investments

Thomas C. Woodruff, Ph.D.
Director, Healthcare Policy & Benefit Services
Office of the Comptroller of the State of Connecticut