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Profile
Mr. O'Neill joined Rockland Trust Co. in November of 2007 when they acquired O'Connell Investment Services.
Mr. O'Neill began his career as a securities analyst at Bank of Boston in 1967 and has been active here in the Rhode Island investment community since 1974.
Following the 13 years he spent at Old Stone Trust Company as Senior Vice President and Investment Officer, and just prior to joining O'Connell Investment Services, Mr. O'Neill held the position of Chief Investment Officer of HT Investors, a unit of United Asset Management.
Mr. O’Neill is a graduate of Stonehill College and holds a Masters of Business Administration from the University of Maine.
He is a member and past president of the Providence Society of Financial Analysts and a member of the CFA Institute.
Former positions of John G. O'Neill
| Companies | Position | End |
|---|---|---|
Rockland Trust Co.
 Rockland Trust Co. Investment ManagersFinance Rockland Trust aims to protect and build client’s wealth by focusing on minimizing downside risk through broad diversification. To strike the proper investment balance, the firm builds a foundation of core equity, core fixed-income and diversified fixed-income and equity assets, each serving a distinct purpose within client’s portfolio. They focus on asset managers who take a long-term view and minimize expenses while exhibiting a consistent risk-adjusted return profile. | Portfolio Manager-Equities | 2010-08-30 |
O'Connell Investment Services, Inc.
 O'Connell Investment Services, Inc. Investment ManagersFinance O'Connell is a mid/large-cap growth investor. They invest in a wide variety of sectors, but focus heavily in the finance industry. O'Connell maintains a medium turnover rate | Analyst-Equity | 2007-10-30 |
Training of John G. O'Neill
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
12
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Rockland Trust Co.
Rockland Trust Co. Investment ManagersFinance Rockland Trust aims to protect and build client’s wealth by focusing on minimizing downside risk through broad diversification. To strike the proper investment balance, the firm builds a foundation of core equity, core fixed-income and diversified fixed-income and equity assets, each serving a distinct purpose within client’s portfolio. They focus on asset managers who take a long-term view and minimize expenses while exhibiting a consistent risk-adjusted return profile. | Finance |
O'Connell Investment Services, Inc.
O'Connell Investment Services, Inc. Investment ManagersFinance O'Connell is a mid/large-cap growth investor. They invest in a wide variety of sectors, but focus heavily in the finance industry. O'Connell maintains a medium turnover rate | Finance |
Stonehill College, Inc.
 Stonehill College, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Maine
 University of Maine Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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