Profil
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.
Aktive Positionen von Bill O'Neill
| Unternehmen | Position | Beginn |
|---|---|---|
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 |
Ehemalige bekannte Positionen von Bill O'Neill
| Unternehmen | Position | Ende |
|---|---|---|
Investors Bank & Trust Co.
Investors Bank & Trust Co. Regional BanksFinance Provides financial services | Corporate Officer/Principal | 30.06.2004 |
Ausbildung von Bill O'Neill
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
















