Jim O'Shaughnessy, AIF®

As President of HUB Retirement and Wealth Management – Northbrook, Jim O’Shaughnessy serves as a strategic and operational leader for both the institutional and wealth management teams. Jim has over 30 years of experience in the retirement plan industry. In 2005, he co-founded Sheridan Road Financial, growing the company to over $13 billion in assets under management before joining HUB International through acquisition at the end of 2018. 

Jim’s consistent focus on the intersection of client needs and industry innovation has garnered him industry recognition as a thought leader. He contributes regularly at conferences and in the press as a thought leader and advocate for the retirement plan industry. 

Jim earned a B.S. from Purdue University, holds the Accredited Investment Fiduciary (AIF®) designation, and the Series 7, 24, 63 & 65 Security Licenses.*

In his spare time, Jim is an avid Cubs fan and enjoys playing paddleball. He is committed to the search for a cure for Type 1 Diabetes and supports his son Kyle’s annual participation in the JDRF One Walk®. 

*Series 7, 24 and 63 securities registrations held through LPL Financial. Series 65 held through Global Retirement Partners, LLC.