About
Ruairi O'Neill, CFA, serves as Partner, Portfolio Manager, and Investment Analyst at Coho Partners, Ltd., located in Berwyn, PA. He is a member of both the firm's Investment and Executive Committees, focusing on research, portfolio management, and contributing to strategic decision-making.
O'Neill specializes in U.S. large-cap equities, with significant expertise across the healthcare, consumer staples, information technology, and industrial sectors. His investment approach emphasizes dividend-focused strategies and rigorous fundamental analysis.
With 31 years of financial industry experience, Ruairi previously led PNC Capital Advisors' Large Cap Dividend Focus strategy, managed teams as Senior Vice President, and initiated several investment processes. He holds a Bachelor of Commerce in Accounting and Finance from the National University of Ireland and an MBA in Marketing from Saint Joseph’s University. He is a CFA charterholder, recognized for pioneering work in dividend-focused portfolio construction and sector research.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Coho Partners, Ltd. | Portfolio Manager and Analyst | Oct 2014 to Present | — |
| PNC Capital Advisors | Portfolio Manager | Jan 1998 to Oct 2014 | Dividend Focus, Core, Growth, and Value styles. |
Education
Saint Joseph's University - Erivan K. Haub School of Business
MBA
1992 — 1994
University College Cork
Bachelor of Commerce (B.Com.), Accounting and Finance
1988 — 1992
Skills & Expertise
Others at Coho Partners, LTD. (6)
| Name | Role | Location |
|---|---|---|
A Andrew Hanna | Partner, Portfolio Manager and Investment Analyst | Philadelphia, PA , United States |
 | Partner and Trader | Philadelphia, PA , United States |
R Rick Wayne | Partner-Portfolio Manager and Strategy | Bryn Mawr, PA , United States |
S Shirley Chen | ESG Investment Analyst | Philadelphia, PA , United States |
A Anne Madden | Equity Trader | Cherry Hill, NJ , United States |
 | Partner, Portfolio Manager and Investment Analyst at Coho Partners, Ltd. | Caldwell, NJ , United States |