Boston Portfolio Advisors, Inc.
Joe O'Neill is an accomplished executive with extensive experience in operational leadership and business development across various industries. Currently serving as Chief Operating Officer and Managing Director at Boston Portfolio Advisors, Inc. since July 2020, Joe previously held significant roles at U.S. Immigration Fund, where responsibilities included global finance, operations, and capital raising for commercial real estate projects. Earlier experience at Otter Creek Management involved financial management and risk assessment in the hedge fund sector, while Joe also contributed to mergers and acquisitions at Florida Crystals and launched innovative banking products during a tenure at Ocwen Financial Corporation. Joe's educational background includes an MBA from the University of Michigan and a BS in Industrial Engineering from Lehigh University.
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Boston Portfolio Advisors, Inc.
Boston Portfolio Advisors (“BPA”) is a nationally recognized consulting and services firm that has been providing high value-added, cost effective solutions to our clients for over 40 years. Clients include banks, funds, investors, portfolio originators, owners, attorneys and all other types of financial and investment firms. Our company profile is to be focused, thoughtful, cost effective and drive results for our clients. Most of our professionals have advanced finance, accounting, computer science and law degrees along with varied professional certifications. BPA provides an extensive range of credit and capital markets services including managing receivable and asset portfolios for optimal performance, valuation, compliance tools, surveillance and monitoring, fund administration, expert witness litigation support and high powered data analytics. Our experience spans many asset classes such as all types of real estate related loans, student loans, auto loans, commercial loans, leases, marketplace lending, merchant advances, credit cards, trade receivables and other unusual, esoteric assets. Much of our capital and credit market experience has been in complex structured situations across both performing and non-performing assets. We have deep expertise in complex transaction structures and bring years of experience in all types of structured products and securitizations. Through our complete understanding of complex transactional structures, BPA brings great experience in the areas of securitizations, portfolio management, risk management, asset-based lending, due diligence, litigation, valuation services and virtually all other areas of structured finance.