Sign in
Ruairi O'Neill

Ruairi O'Neill

Portfolio Manager and Analyst at Coho Partners, LTD.

Berwyn, PA , United States

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

OrganizationRoleDate RangeDetails
Coho Partners, Ltd.Portfolio Manager and AnalystOct 2014 to Present
PNC Capital AdvisorsPortfolio ManagerJan 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

Portfolio Management
Asset Allocation
Asset Managment
Equities
Alternative Investments
Fixed Income
Mutual Funds
Bloomberg
Wealth Management
Investment Strategies
Equity Research
Investment Management
Investments
Capital Markets
Investment Advisory
Securities
Valuation
Financial Modeling
Bonds
Financial Analysis
Derivatives
Equity Valuation
Asset Management
Leadership
Finance
Microsoft Office
Capital
Institutional

Others at Coho Partners, LTD. (6)

NameRoleLocation
A
Andrew Hanna
Partner, Portfolio Manager and Investment AnalystPhiladelphia, PA , United States
James Klinger
James Klinger
Partner and TraderPhiladelphia, PA , United States
R
Rick Wayne
Partner-Portfolio Manager and StrategyBryn Mawr, PA , United States
S
Shirley Chen
ESG Investment AnalystPhiladelphia, PA , United States
A
Anne Madden
Equity TraderCherry Hill, NJ , United States
Evan Carpenter
Evan Carpenter
Partner, Portfolio Manager and Investment Analyst at Coho Partners, Ltd.Caldwell, NJ , United States