Joe O'Neill

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.