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Rob O'Neil
Fondateur chez
Birch Hill Investment Advisors LLC
Profil
Mr. Robert A. O'Neil is a Co-Founder & President at Birch Hill Investment Advisors LLC and a Member at The Boston Security Analysts Society, Inc. He has more than 30 years of experience in the financial services industry.
His experience includes providing portfolio management, security analysis, and financial advice to individuals and charitable groups.
Prior to Birch Hill, Mr. O'Neil was a Managing Director at Seaward Management and a Vice President and Investment Counselor at Eaton Vance Management.
In addition, Rob held positions at Standish, Ayer & Wood and Investors Bank and Trust Company.
He has a BS from Bentley College and an MBA from the F.W.
Olin Graduate School of Business at Babson College.
He is a Chartered Financial Analyst and a member of the CFA Society Boston and the CFA Institute.
Postes actifs de Rob O'Neil
| Sociétés | Poste | Début |
|---|---|---|
Birch Hill Investment Advisors LLC
 Birch Hill Investment Advisors LLC Investment ManagersFinance Birch Hill works with each client to establish their goals, objectives, risk tolerance and investment time horizon and devises a plan to structure a portfolio to meet their goals within the appropriate risk profile. The firm emphasizes on personal research conducted by individual investment managers and supplemented by internal and third-party analysis. They primary concentrate in large- and mid-cap stocks of US-based companies. Bonds are used in portfolios, as appropriate for each individual client, for current income, stability and diversification. | Fondateur | 01/06/2007 |
The Boston Security Analysts Society, Inc.
 The Boston Security Analysts Society, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization for investment professionals | Corporate Officer/Principal | - |
Anciens postes connus de Rob O'Neil
| Sociétés | Poste | Fin |
|---|---|---|
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth provides an investment strategy tailored to the client’s long-term objectives to meet their overall personal financial goals and priorities. The firm uses both active and passive management strategies to manage portfolios, which typically include the use of cash, stocks, bonds and exchange traded funds (ETFs). ETFs are mostly used in smaller accounts and for diversification within portfolios that hold individual stocks. Prio Wealth has an environmental, social, and governance (ESG) overlay in evaluating individual stocks. | Gestionnaire de Portefeuille-Actions | 31/05/2007 |
Standish Mellon Asset Management Co. LLC
 Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. is a dedicated fixed income manager that offers a wide range of cash, credit-based and specialty bond strategies. The firm is effectively split into three divisions: the Active Fixed Income Division, the Tax-Sensitive Fixed Income Division and the Stable Value Division. Standish’s Active Fixed Income investment process combines top-down, macroeconomic analysis with bottom-up research to identify attractive securities based on proprietary, fundamental research. Their top-down approach includes macroeconomic research to assess the overall risk environment, and determine broad portfolio themes, industry emphasis, and overall portfolio quality. Standish’s Tax-Sensitive Fixed Income approach has an objective of achieving a high after-tax return on an absolute and risk-adjusted basis versus the benchmark. Their investment process emphasizes the identification of undervalued sectors and securities in the municipal and taxable bond markets. Their focus is to capitalize on yield anomalies among municipal and taxable sectors, identify undervalued securities, and pinpoint relative value between particular bonds. Standish's Stable Value investment process is marked by four key characteristics: a risk-averse style; a disciplined, quantitative approach; a flexible model; and opportunistic management. The objective is preservation of principal and the delivery of stable returns over time. | Corporate Officer/Principal | - |
BNY Mellon Investment Funds I
 BNY Mellon Investment Funds I Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Corporate Officer/Principal | - |
Investors Bank & Trust Co.
 Investors Bank & Trust Co. Regional BanksFinance Provides financial services | Corporate Officer/Principal | - |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance EVM invests in a wide range of financial instruments and asset classes. Their evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in EVM’s judgment, may have an impact on the value of an investment. | Corporate Officer/Principal | - |
Formation de Rob O'Neil
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
65
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Standish Mellon Asset Management Co. LLC
Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. is a dedicated fixed income manager that offers a wide range of cash, credit-based and specialty bond strategies. The firm is effectively split into three divisions: the Active Fixed Income Division, the Tax-Sensitive Fixed Income Division and the Stable Value Division. Standish’s Active Fixed Income investment process combines top-down, macroeconomic analysis with bottom-up research to identify attractive securities based on proprietary, fundamental research. Their top-down approach includes macroeconomic research to assess the overall risk environment, and determine broad portfolio themes, industry emphasis, and overall portfolio quality. Standish’s Tax-Sensitive Fixed Income approach has an objective of achieving a high after-tax return on an absolute and risk-adjusted basis versus the benchmark. Their investment process emphasizes the identification of undervalued sectors and securities in the municipal and taxable bond markets. Their focus is to capitalize on yield anomalies among municipal and taxable sectors, identify undervalued securities, and pinpoint relative value between particular bonds. Standish's Stable Value investment process is marked by four key characteristics: a risk-averse style; a disciplined, quantitative approach; a flexible model; and opportunistic management. The objective is preservation of principal and the delivery of stable returns over time. | Finance |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance EVM invests in a wide range of financial instruments and asset classes. Their evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in EVM’s judgment, may have an impact on the value of an investment. | Finance |
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth provides an investment strategy tailored to the client’s long-term objectives to meet their overall personal financial goals and priorities. The firm uses both active and passive management strategies to manage portfolios, which typically include the use of cash, stocks, bonds and exchange traded funds (ETFs). ETFs are mostly used in smaller accounts and for diversification within portfolios that hold individual stocks. Prio Wealth has an environmental, social, and governance (ESG) overlay in evaluating individual stocks. | Finance |
BNY Mellon Investment Funds I
BNY Mellon Investment Funds I Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Birch Hill Investment Advisors LLC
Birch Hill Investment Advisors LLC Investment ManagersFinance Birch Hill works with each client to establish their goals, objectives, risk tolerance and investment time horizon and devises a plan to structure a portfolio to meet their goals within the appropriate risk profile. The firm emphasizes on personal research conducted by individual investment managers and supplemented by internal and third-party analysis. They primary concentrate in large- and mid-cap stocks of US-based companies. Bonds are used in portfolios, as appropriate for each individual client, for current income, stability and diversification. | Finance |
Investors Bank & Trust Co.
Investors Bank & Trust Co. Regional BanksFinance Provides financial services | Finance |
Bentley University
 Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Boston Security Analysts Society, Inc.
The Boston Security Analysts Society, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization for investment professionals | Commercial Services |
F.W. Olin Graduate School of Business
 F.W. Olin Graduate School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
