Arnerich Massena Appoints New Retirement Leader

Jacob O’Shaughnessy has been promoted to lead retirement services at Arnerich Massena.

Independent advisory firm Arnerich Massena appointed Jacob O’Shaughnessy as senior consultant, taking on strategic leadership for the firm’s retirement plan services team in both the corporate and public plan markets.

With more than 15 years of industry experience, O’Shaughnessy first joined Arnerich Massena in 2009 and is an elected member of the Industry Committee of the National Association of Government Defined Contribution Administrators (NAGDCA). He is also a frequent speaker at investment and retirement industry conferences.

Tony Arnerich, CEO and CIO of Arnerich Massena, says the firm will leverage O’Shaughnessy’s “unique perspective” to create value for clients and to enhance plan service structures and fee arrangements. Arnerich suggests a new leadership structure at the firm “reflects Arnerich Massena’s ongoing commitment to provide the firm’s clients with independent, unbiased advice and exceptional service.”

Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing corporate retirement plans and state and local governments, among other institutional investor clients. More information is available at