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William Kevin O'Connor
Portfolio Manager-Fixed Income at Ziegler Capital Management LLC
Profile
Mr. William K.
O'Connor, CFA MBA, is Senior Portfolio Manager at Ziegler Capital Management LLC.
Prior to joining Ziegler Capital in July 2014, Mr. O'Connor was a Vice President at Incapital where he was responsible for maintaining fixed income client relationships and specialized in mortgage backed securities.
Previously, he was a Senior Portfolio Manager at Allstate Investments, LLC where he was responsible for managing Allstate’s investments in Mortgage-Backed, Agency and Government securities totaling more than $15 billion as well as interest rate management strategies and Allstate’s Economically Targeted Investment portfolio.
Mr. O'Connor received his M.B.A.
from DePaul University and has a B.S.
in Finance and Accounting from Northern Illinois University.
He is a Chartered Financial Analyst charter holder.
William Kevin O'Connor active positions
Companies | Position | Start |
---|---|---|
Ziegler Capital Management LLC
![]() Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors. | Portfolio Manager-Fixed Income | 01/07/2014 |
Former positions of William Kevin O'Connor
Companies | Position | End |
---|---|---|
InspereX LLC
![]() InspereX LLC Investment Banks/BrokersFinance InspereX LLC is a broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by Thomas S. Rickets and Joe Rickard in 1999 as Incapital LLC. They are a subsidiary of InpereX Holdings LLC. InspereX provides market participants cloud-tech tools and market-linked product education to better execute their trading strategies and manage their portfolios. | Corporate Officer/Principal | 30/06/2014 |
Allstate Investments LLC
![]() Allstate Investments LLC Investment ManagersFinance Allstate Investments /Private Equity(Allstate Investments) is a private equity division of The Allstate Corporation. The firm is headquartered in Northbrook, Illinois. | Corporate Officer/Principal | - |
Training of William Kevin O'Connor
DePaul University | Masters Business Admin |
Northern Illinois University | Undergraduate Degree |
Experiences
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Linked companies
Private companies | 3 |
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Ziegler Capital Management LLC
![]() Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors. | Finance |
InspereX LLC
![]() InspereX LLC Investment Banks/BrokersFinance InspereX LLC is a broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by Thomas S. Rickets and Joe Rickard in 1999 as Incapital LLC. They are a subsidiary of InpereX Holdings LLC. InspereX provides market participants cloud-tech tools and market-linked product education to better execute their trading strategies and manage their portfolios. | Finance |
Allstate Investments LLC
![]() Allstate Investments LLC Investment ManagersFinance Allstate Investments /Private Equity(Allstate Investments) is a private equity division of The Allstate Corporation. The firm is headquartered in Northbrook, Illinois. | Finance |
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