Income Research
Bill O'Neill is a seasoned finance professional with extensive experience in portfolio management and trading. Since July 2004, Bill has served as Principal and Senior Portfolio Manager at Income Research + Management. Prior to this role, Bill worked as a Trader at Investors Bank & Trust from June 2000 to July 2004. Bill holds an MBA from Babson F.W. Olin Graduate School of Business, earned between 2005 and 2009, and a Bachelor of Science in Finance from the University of Rhode Island, completed in 2000.
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Income Research
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Income Research + Management is a privately owned U.S. fixed income firm with approximately $75 billion in assets under management. The Firm manages a broad range of fixed income strategies across the maturity spectrum for institutional investors and private clients. Its investment solutions include short duration cash, core, and credit-only mandates for yield-seeking investors, long-term LDI custom portfolios for DB pension plans looking to de-risk, as well as tax-efficient municipal bond and crossover strategies for taxable or private clients. Income Research + Management was founded in 1987 by John and Jack Sommers, and today is predominantly employee-owned. It is headquartered in Boston, MA.