Patrick O'Neill

Patrick O’Neill, CFA, is Vice President and Senior Securities Analyst at R.M. Davis in Portland, Maine, where he is an integral member of the Research Department. In his current role, he focuses on equity research and fundamental analysis across the Consumer Staples, Consumer Discretionary, Information Technology, and Communication Services sectors, presenting investment recommendations to portfolio managers in a collaborative, forum-based setting.

O’Neill joined R.M. Davis in 2021 after serving as Senior Research Analyst at DePrince, Race & Zollo, Inc., where he specialized in Emerging Markets and International equities, and earlier as a Managing Consultant at Navigant Consulting in Boston, supporting disputes and regulatory investigations. His analytical expertise bridges both domestic and international markets, and he is recognized for his comprehensive investment insights within his coverage universe.

He holds a B.S. in Finance and Economics from the Carroll School of Management at Boston College and is a CFA charterholder and active member of the CFA Institute and CFA Society Boston. Patrick’s career is marked by a disciplined, research-driven approach to sector analysis and his contributions to institutional investment strategy in both traditional and global equity markets.