Bill O'Neill
Principal, Senior Portfolio Manager at Income Research & Management
About
Bill O’Neill is Principal and Senior Portfolio Manager at Income Research + Management (IR+M) in Boston, where he leads a team of investment professionals focused primarily on credit investing and broader asset allocation within fixed income. He also serves on IR+M’s Investment, Product Strategy, and Management Committees, and helps set strategic direction for the firm’s portfolio management efforts. His investment coverage includes a variety of sectors within credit, with notable expertise in corporates, structured securities, and specialized segments such as convertibles and commercial mortgage-backed securities (CMBS).
O’Neill joined IR+M in 2004, following four years as a Trader at Investors Bank & Trust, where he developed core skills in trading and market analysis. Since being named Senior Portfolio Manager in 2013, he has played a key role in managing institutional client assets and navigating complex macroeconomic environments, including periods of elevated volatility and shifting fixed income trends.
He holds an MBA from Babson College’s F.W. Olin Graduate School of Business and a Bachelor of Science in Finance from the University of Rhode Island. O’Neill is recognized for his active involvement in industry thought leadership, including contributions on insurance portfolio trends and fixed income allocation strategies, and regularly appears in professional forums discussing technical aspects of credit markets and portfolio management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Income Research + Management | Principal, Senior Portfolio Manager | Jul 2004 to Present | — |
| Investors Bank & Trust | Trader | Jun 2000 to Jul 2004 | — |
Education
Babson College
Master Of Business Administration
2005 — 2009
University of Rhode Island
Bachelor Of Science, Finance
1996 — 2000
Skills & Expertise
Others at Income Research & Management (49)
| Name | Role | Location |
|---|---|---|
| Client Portfolio Analyst | Boston, MA , United States | |
| Chief Executive Officer, Co-Chief Investment Officer | Boston, MA , United States | |
C Carrie Mermelstein | Senior Portfolio Manager | Boston, MA , United States |
C Claudia Segal | Associate | Boston, MA , United States |
| Senior Portfolio Analyst | Boston, MA , United States | |
E Eric Mueller | Senior Vice President - Senior Client Portfolio Manager | Boston, MA , United States |
H Harrison Ameen | Senior Research Analyst | Boston, MA , United States |
H Hope Dubuque | Client Portfolio Manager | Boston, MA , United States |
| Portfolio Manager | Boston, MA , United States | |
| Senior Client Portfolio Analyst | Boston, MA , United States |