Chris O’Neill
Director of Research - Equity at Mesirow Financial Investment Management, Inc.
Profile
Dr. Christopher M.
O’Neill is a Managing Director, Chief Investment Officer & Director of Research at Mesirow Financial Investment Management, Inc. He has more than 25 years of experience in financial and scientific research and expertise in quantitative investment manager selection, Monte Carlo simulation, and quantitative finance.
In addition to managing the Investment Strategies research team, he is responsible for developing innovative manager selection and portfolio construction methodologies, as well as a retirement income framework that optimizes both product and asset allocation for traditional investment products and advanced retirement income products.
Prior to joining Mesirow Financial in 2006, Mr. O’Neill was a research consultant at Ibbotson Associates, where he applied quantitative analysis and product development experience to support the efforts of the Investment Management Services, Fund of Funds and Financial Communications groups.
Before that, he was president and founder of Quantalent Investment Consulting, LLC, an independent Registered Investment Advisor, where he offered quantitative investment advice and methodologies to other financial advisors.
Before founding Quantalent Investment Consulting, Mr. O’Neill spent five years dedicated to financial planning, which culminated in a senior product management role developing an online investment advice tool for a major mutual fund company.
He earned an AB in Physics (magna cum laude) from Princeton University and an MS and a PhD in Theoretical Physics from Cornell University.
He is a CFA® charterholder, a Certified Financial Planner (CFP®) Professional, and holds Financial Risk Manager (FRM®) and Chartered Financial Consultant (ChFC®) designations.
Chris O’Neill active positions
Companies | Position | Start |
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Mesirow Financial Investment Management, Inc.
Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Director of Research - Equity | 2006-02-28 |
Former positions of Chris O’Neill
Companies | Position | End |
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Ibbotson Associates, Inc.
Ibbotson Associates, Inc. Investment ManagersFinance Founded in 1977, Ibbotson Associates Advisors LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Morningstar, Inc. (NASDAQ: MORN). Their clients include mutual fund firms, banks, broker/dealers and insurance companies around the world. | Corporate Officer/Principal | - |
F-Squared Investments, Inc.
F-Squared Investments, Inc. Investment ManagersFinance F-Squared Investments, Inc. is an investment advisory firm headquartered in Wellesley, Massachusetts. The firm was founded by Vadim Fishman in 2006 and is a wholly-owned subsidiary of F-Squared Investment Management LLC, ultimately held y Cedar Capital Investments Holdings LLC. F-Squared Investments offers various index products on a non-discretionary basis to unaffiliated third parties, and provides discretionary investment advisory services based on those index products to various separately managed account clients. | Investment Committee Member | - |
Training of Chris O’Neill
Cornell University | Doctorate Degree |
Princeton University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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F-Squared Investments, Inc.
F-Squared Investments, Inc. Investment ManagersFinance F-Squared Investments, Inc. is an investment advisory firm headquartered in Wellesley, Massachusetts. The firm was founded by Vadim Fishman in 2006 and is a wholly-owned subsidiary of F-Squared Investment Management LLC, ultimately held y Cedar Capital Investments Holdings LLC. F-Squared Investments offers various index products on a non-discretionary basis to unaffiliated third parties, and provides discretionary investment advisory services based on those index products to various separately managed account clients. | Finance |
Ibbotson Associates, Inc.
Ibbotson Associates, Inc. Investment ManagersFinance Founded in 1977, Ibbotson Associates Advisors LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Morningstar, Inc. (NASDAQ: MORN). Their clients include mutual fund firms, banks, broker/dealers and insurance companies around the world. | Finance |
Mesirow Financial Investment Management, Inc.
Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Finance |
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