Saumen Chattopadhyay, CFA®, CPA

Chief Investment Officer, OneDigital Investment Advisors LLC

27 years of experience


Saumen is the Chief Investment Officer of OneDigital's retirement & wealth division as well as its registered investment adviser, OneDigital Investment Advisors. He is responsible for the overall investment platform, including selection of investment offering, due diligence of funds and managers, and overseeing investment strategies and models managed by the investment team.

Saumen has over 27 years of experience in asset management industry holding C-suite leadership positions with institutions, investment firms and wealth management platforms. He came from Carson Group he was the Chief Investment Officer (CIO) leading their $18 billion investment platform. Prior to Carson, Saumen was the CIO of Convex Capital management and Head of Investment Management at Jackson National Asset Management, Director of Quantitative Management at Harbor Capital Advisors, and the Lead Portfolio Manager of Harbor Target Date Funds.

Saumen is a veteran in asset allocation, portfolio and risk management. Among his many accomplishments, Saumen introduced robust investment offering and alternative investments to Carson partners, and at Convex Capital, he developed unique wealth management solution.

Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

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About Overland Park, KS (Retirement + Wealth) Team

With advisor teams around the country, we offer a comprehensive solution focused on tailoring retirement plans, wealth management conversations and financial wellness programs to meet the needs of your organization and employees.

Investment advice is offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly-owned subsidiary of OneDigital. Please note the other companies referenced on this website are separate entities from OneDigital Investment Advisors and are not authorized to provide, and do not provide, investment advisory or securities brokerage services.


11101 Switzer Rd, Overland Park, KS 66210, USA | (913)338-5300 | Get Directions | View Team Details