Sign in
Bill O'Neill

Bill O'Neill

Principal, Senior Portfolio Manager at Income Research & Management

Boston, MA , United States

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

OrganizationRoleDate RangeDetails
Income Research + ManagementPrincipal, Senior Portfolio ManagerJul 2004 to Present
Investors Bank & TrustTraderJun 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

Fixed Income
Bloomberg
Hedge Funds
Asset Management
Investment Management
Securities
Asset Allocation
Investments
Portfolio Management
Capital Markets
Derivatives
Cryptocurrency
Futures Trading
Credit Default Swap (CDS)
Interest Rate Derivatives
Fixed Income Portfolio Management
Fixed Income Analysis

Others at Income Research & Management (49)

NameRoleLocation
Alessandra Santone
Alessandra Santone
Client Portfolio AnalystBoston, MA , United States
Bill O'Malley
Bill O'Malley
Chief Executive Officer, Co-Chief Investment OfficerBoston, MA , United States
C
Carrie Mermelstein
Senior Portfolio ManagerBoston, MA , United States
C
Claudia Segal
AssociateBoston, MA , United States
Elektra Savilonis
Elektra Savilonis
Senior Portfolio AnalystBoston, MA , United States
E
Eric Mueller
Senior Vice President - Senior Client Portfolio ManagerBoston, MA , United States
H
Harrison Ameen
Senior Research AnalystBoston, MA , United States
H
Hope Dubuque
Client Portfolio ManagerBoston, MA , United States
Isha Chanana
Isha Chanana
Portfolio ManagerBoston, MA , United States
Jeffrey Lynch
Jeffrey Lynch
Senior Client Portfolio AnalystBoston, MA , United States
Showing 1-10 of 49 team members