Steven Birch

Steven Birch holds extensive experience in investment management and corporate leadership. Currently serving as Chief Executive Officer, Chief Investment Officer, and Portfolio Manager at O'Neil Global Advisors since March 2019, Birch also holds the position of Chief Strategy Officer at Data Analysis Incorporated and Chief Investment Officer at O'Neil Capital Management Inc. since January 2018. Previously, Birch was Chief Executive Officer and Portfolio Manager at William O'Neil + Co., Inc. from March 1995 to December 2021, where additional roles included President & Chief Operating Officer and Co-President. Birch began the career as a Research Analyst at various firms, including Commodities Corporation and Fundamental Trading Corp, after earning a Bachelor of Science in Finance from the University of North Carolina at Chapel Hill in 1983.