Bill O'Neill
Investment Committee Member at Income Research & Management, Inc.
Network origin in Bill O'Neill first degree
Entity | Entity type | Industry | |
---|---|---|---|
Babson College
115
| College/University | Other Consumer Services | 115 |
Income Research & Management, Inc.
Income Research & Management, Inc. Investment ManagersFinance Income Research & Management, Inc., dba Income Research + Management (IR+M), is a privately-owned, independent, fixed income investment management firm headquartered in Boston, Massachusetts. The firm was co-founded by John A. Sommers and Jack A. Sommers in 1987. IR+M manages US fixed income portfolios for institutional and private clients, several US fixed income private investment funds, and collective investment trusts for qualified investors.
55
| Private Company | Investment Managers | 55 |
University of Rhode Island
37
| College/University | Other Consumer Services | 37 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bill O'Neill via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal | |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
WASHINGTON TRUST BANCORP, INC. | Regional Banks | Director/Board Member | |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
Polen Capital Credit LLC
Polen Capital Credit LLC Investment ManagersFinance Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Sales & Marketing Analyst-Equity | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity | |
John Hancock Financial Services, Inc.
John Hancock Financial Services, Inc. Life/Health InsuranceFinance John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA. | Life/Health Insurance | Corporate Officer/Principal | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Equitable Advisors LLC
Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Investment Managers | Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Empowered Funds LLC
Empowered Funds LLC Investment ManagersFinance Empowered Funds LLC (do-business-as ETF Architect) is a registered investment advisor headquartered in Havertown, Pennsylvania. The firm was founded by Wesley R. Gray in 2013 and is owned by Alpha Architect LLC, which is a subsidiary of Empirical Finance LLC. ETF Architect offers investment management services through Exchange-Traded Funds (ETFs) and Separately Managed Accounts (SMAs). | Investment Managers | Portfolio Manager-Equities | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Graduate Degree | |
Boston University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin | |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Xavier University | College/University | Undergraduate Degree | |
Amherst College | College/University | Undergraduate Degree Undergraduate Degree | |
Boston College | College/University | Graduate Degree Undergraduate Degree | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Corporate Officer/Principal Masters Business Admin Masters Business Admin | |
Rensselaer Polytechnic Institute | College/University | Director/Board Member Graduate Degree Undergraduate Degree | |
The Pennsylvania State University | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree | |
Wheaton College (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
Questrom School of Business | College/University | Masters Business Admin Masters Business Admin | |
University of Vermont | College/University | Undergraduate Degree Graduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Cognizant Technology Solutions U.S. Corp. | Corporate Officer/Principal | ||
Capital Advisors Group, Inc.
Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Benjamin Campbell in 1991 and is principally owned by Benjamin K. Campbell Trust of 2011, the Campbell Family 1998 Irrevocable Trust, and the Campbell Family 2019 Irrevocable Trust. Capital Advisors Group provides portfolio management services to institutional investors, such as corporations, charitable institutions, and foundations. | Investment Managers | Investment Committee Member | |
Northwestern Mutual Capital LLC
Northwestern Mutual Capital LLC Investment ManagersFinance Northwestern Mutual Capital LLC (Northwestern Mutual Capital) is a private equity firm founded in 1980. The firm is headquartered in Milwaukee, Wisconsin. | Investment Managers | Corporate Officer/Principal | |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Investment Managers | Analyst-Equity | |
Capital Research & Management Co. (International Investors)
Capital Research & Management Co. (International Investors) Investment ManagersFinance Capital Research & Management Co. (International Investors) is the investment management division of Capital Research & Management Co. (CRMC), a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1931 by Jonathan Bell Lovelace and operates as a subsidiary of The Capital Group Cos., Inc. They provide services mainly to investment companies and manage accounts for non-1940 act investment funds. In 2013, The Capital Group restructured its equity investment group and divided the group based on specific investment objectives rather than around particular products or clients. The investment group is now divided into three independent equity divisions, Capital World Investors, Capital Research Global Investors and Capital International Investors. Each division has the flexibility to manage any of the investment objectives or any of the investment vehicles the Capital Group offers. | Investment Managers | Analyst-Equity | |
TIGER LOGISTICS (INDIA) LIMITED | Air Freight/Couriers | Director/Board Member | |
Citadin Shoes
Citadin Shoes Apparel/Footwear RetailRetail Trade Citadin Shoes is a Portuguese company that offers high-quality handmade shoes for men at a great price. The private company's focus is on providing good quality leather shoes and they also provide tips on how to take care of them. The concept behind Citadin Shoes is to cater to the modern city-dweller who values chic and stylish footwear. The company was founded by Philippe Magalhaes Teixeira de Mota and Philippe Teixeira da Mota. | Apparel/Footwear Retail | Founder | |
École des Hautes Études Commerciales de Paris | College/University | Graduate Degree | |
Nova School of Business & Economics | College/University | Undergraduate Degree | |
Hedosophia Services Ltd
Hedosophia Services Ltd Investment ManagersFinance Hedosophia Services Ltd (Hedosophia) is a private equity/venture capital firm founded in 2012 by Ian Osborne. The firm is headquartered in London, United Kingdom. | Investment Managers | Private Equity Investor |
Statistics
International
United States | 39 |
Portugal | 3 |
Israel | 2 |
India | 2 |
France | 2 |
Sectoral
Finance | 22 |
Consumer Services | 21 |
Transportation | 2 |
Retail Trade | 2 |
Operational
Director/Board Member | 117 |
Corporate Officer/Principal | 97 |
Undergraduate Degree | 93 |
Masters Business Admin | 51 |
Analyst-Equity | 40 |
Most connected contacts
Insiders | |
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Gary DiCamillo | 30 |
Leonard Schlesinger | 29 |
Gobind Sahney | 20 |
Brian M. Barefoot | 18 |
Pierre Grégoire Baudin | 17 |
Rishi Reddy | 15 |
Yu Li | 11 |
Scott Kirker | 10 |
Daniel Gay | 9 |
Guillermo Zambrano Gutiérre | 9 |
Edward M. Mazze | 8 |
Louis Krisnadi Hartanto | 8 |
Robert L. Athas | 7 |
Caroline Murphy | 7 |
Nate Crossett | 7 |
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