Profilo
Mr. William M.
O'Neill, CFA MBA, is a Senior Portfolio Manager & Director of Portfolio Management at Income Research & Management, Inc. He joined in July 2004 and was promoted to Senior Portfolio Manager in 2013.
In his role as Senior Portfolio Manager, he is responsible for leading a team of investment professionals, with a focus on credit investing and broad asset allocation.
Prior to joining IR+M, he was a Trader at Investors Bank and Trust.
Mr. O'Neill has a BSBA in Finance from the University of Rhode Island and an MBA from F.W.
Olin Graduate School of Business, Babson College.
Posizioni attive di Bill O'Neill
| Società | Posizione | Inizio |
|---|---|---|
Income Research & Management, Inc.
Income Research & Management, Inc. Investment ManagersFinance IR+M’s investment philosophy is based on their belief that careful security selection and actively managing portfolio risk provides superior results over the long-term. The firm strives to deliver strong performance over the market cycle via an understandable and consistent investment process. IR+M constructs portfolios using a disciplined bottom-up investment approach to select what they believe to be the most attractive securities from the fixed income universe. | Head-Fixed Income Invts | 01/01/2025 |
Precedenti posizioni note di Bill O'Neill
| Società | Posizione | Fine |
|---|---|---|
Investors Bank & Trust Co.
Investors Bank & Trust Co. Regional BanksFinance Provides financial services | Corporate Officer/Principal | 30/06/2004 |
Formazione di Bill O'Neill
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Income Research & Management, Inc.
Income Research & Management, Inc. Investment ManagersFinance IR+M’s investment philosophy is based on their belief that careful security selection and actively managing portfolio risk provides superior results over the long-term. The firm strives to deliver strong performance over the market cycle via an understandable and consistent investment process. IR+M constructs portfolios using a disciplined bottom-up investment approach to select what they believe to be the most attractive securities from the fixed income universe. | Finance |
Investors Bank & Trust Co.
Investors Bank & Trust Co. Regional BanksFinance Provides financial services | Finance |
University of Rhode Island
University of Rhode Island Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Babson College
Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















