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Tucker O'Neil

Tucker O'Neil

Equity Research Analyst at Jag Capital Management, LLC

Chicago, IL , United States

About

Tucker O'Neil is a dedicated Equity Research Analyst at JAG Capital Management, LLC, where he plays a pivotal role in overseeing transformative data and technology initiatives across the firm's equity strategies. His primary focus is on the Healthcare sector, leveraging his expertise to provide in-depth research insights. Based in Chicago, Illinois, Tucker brings a strong analytical background to his work, contributing significantly to the firm's investment decisions.} \n\nTucker O'Neil specializes in the Healthcare sector, utilizing his passion for healthcare research to drive informed investment strategies. His experience combines the power of technology and data analytics, allowing him to solve complex problems effectively. This expertise is crucial in his role at JAG Capital Management, where he supports the development of innovative investment approaches. \n\nPrior to joining JAG Capital Management, Tucker spent four years at FactSet Research Systems in Chicago, initially working on the Consulting Team before transitioning to the Sales Implementation Team. He holds a Bachelor of Science in Finance from the Kelley School of Business at Indiana University, Bloomington. Tucker's career is marked by his ability to integrate technology and data analytics into investment research, making him a valuable asset in the financial industry. \n\nTucker O'Neil's achievements include his contributions to advancing healthcare research, particularly in Type 1 Diabetes, through his advocacy and fundraising efforts for the Juvenile Diabetes Research Fund (JDRF). His dedication to healthcare research is deeply personal, stemming from his own experience with the condition. This passion enhances his professional work, allowing him to provide insightful research that supports informed investment decisions in the healthcare sector.

Career History

OrganizationRoleDate RangeDetails
JAG Capital Management, LLCEquity Research AnalystJan 2023 to Present
JAG Capital ManagementJunior Equity Research AnalystFeb 2021 to Dec 2022
FactSetSales Implementation SpecialistFeb 2019 to Feb 2021
FactSetSenior ConsultantSep 2018 to Feb 2019
FactSetConsultantSep 2016 to Aug 2018
CargillGlobal IT Finance InternMay 2015 to Aug 2015
Completed 12-week internship on Finance team responsible for allocating Information Technology related costs across Cargill’s more than 70 business units
Shelter CorporationCommercial Real Estate InternJun 2014 to Aug 2014

Education

Indiana University Bloomington

Bachelor’s Degree, Finance

2012 2016

IES Abroad London

Finance, General

2015 2015

Skills & Expertise

Event Planning
Microsoft Office
Financial Modeling
Teamwork
Team Building
Research
Communication
Microsoft Excel
FactSet
Market Data

Others at Jag Capital Management, LLC (10)

NameRoleLocation
James Sindelar
James Sindelar
Vice President, Director of Business Development and Client ServiceSt. Louis, MO , United States
Michael Buck
Michael Buck
Financial AnalystChicago, IL , United States
Rick Talerico
Rick Talerico
Senior Fixed Income AnalystChesterfield, MO , United States
C
Charles O'Rourke
Fixed Income AnalystSt. Louis, MO , United States
George Margvelashvili
George Margvelashvili
Equity Research AnalystChicago, IL , United States
J
Jie Cheng
Summer AnalystSt. Louis, MO , United States
John Krueger
John Krueger
Equity Research AnalystSt. Louis, MO , United States
J
Jo Seagren
Managing DirectorChicago, IL , United States
N
Nicolas Falkinhoff
Associate Portfolio ManagerChicago, IL , United States
S
Sandra Shotwell
Vice President and Director of Institutional Client ServiceUnited States

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