Profile
Steven L.
Birch is currently the Chief Executive Officer & Chief Investment Officer at O'Neil Global Advisors Inc. Prior to his current position, he served as the President of William O'Neil + Co., Inc. from 1995 to 2021.
Steven Birch active positions
Companies | Position | Start |
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O'Neil Global Advisors Inc.
O'Neil Global Advisors Inc. Investment ManagersFinance O'Neil Global Advisors, Inc. (OGA) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2019 and is a wholly owned subsidiary of O'Neil Capital Management, Inc., which is owned by Data Analysis, Inc. OGA serves as the investment advisor, with discretionary trading authority, to pooled investment vehicles, the securities of which are offered to investors on a private placement basis, as well as investment advisor, with discretionary trading authority, to separately managed accounts. | Chief Executive Officer | 01/03/2019 |
Former positions of Steven Birch
Companies | Position | End |
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William O'Neil + Co., Inc.
William O'Neil + Co., Inc. Investment ManagersFinance Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch. | Chief Executive Officer | 01/12/2021 |
Experiences
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Linked companies
Private companies | 2 |
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William O'Neil + Co., Inc.
William O'Neil + Co., Inc. Investment ManagersFinance Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch. | Finance |
O'Neil Global Advisors Inc.
O'Neil Global Advisors Inc. Investment ManagersFinance O'Neil Global Advisors, Inc. (OGA) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2019 and is a wholly owned subsidiary of O'Neil Capital Management, Inc., which is owned by Data Analysis, Inc. OGA serves as the investment advisor, with discretionary trading authority, to pooled investment vehicles, the securities of which are offered to investors on a private placement basis, as well as investment advisor, with discretionary trading authority, to separately managed accounts. | Finance |
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