Bill O'Neill

Head-Fixed Income Invts at

Income Research & Management, Inc.

Finance

Consumer Services

Profile

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.

Bill O'Neill active positions

Companies	Position	Start
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	2024-12-31

All active positions of Bill O'Neill

Former positions of Bill O'Neill

Companies	Position	End
Investors Bank & Trust Co. Investors Bank & Trust Co. Regional BanksFinance Provides financial services	Corporate Officer/Principal	2004-06-29

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Linked companies

Private companies	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