Bill O’Neill, CFA

Portfolio Strategy and Credit Team

Principal and Senior Portfolio Manager, 21 years of experience

Bill joined IR+M in July 2004 as an Analyst, assisting IR+M with our broad fixed income research and analysis efforts. He was promoted to Portfolio Manager in 2008 and subsequently to Senior Portfolio Manager in 2013 focusing on credit investing and broad asset allocation. Bill serves on our Product Committee.

Prior to joining IR+M, Bill was a Trader at Investors Bank and Trust. In this role, he focused on the securitized and rates markets with responsibilities in trading, analysis, and idea generation.

Bill has a BSBA in Finance from the University of Rhode Island and an MBA from F.W. Olin Graduate School of Business, Babson College.


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