William O'Neil + Co., Inc.
Terry Chan has held various executive roles throughout their career. Terry began in 1991 as a Principal Consultant/Senior Manager at PricewaterhouseCoopers, where they worked until 2002. From 2002 to 2009, they served as the Senior Manager, VP of Project Management Services, Investment Systems at Capital Group Companies. In 2009, they joined William O'Neil + Co. Inc. as the Chief Information Officer. Most recently, they became the President & COO of O'Neil Digital Solutions in 2018.
Terry Chan attended The University of British Columbia from 1984 to 1989, where they pursued a degree in Science with a specialization in Computer Science.
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William O'Neil + Co., Inc.
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William O'Neil + Company, Incorporated is an independent advisory firm that helps the world's leading institutional investment managers increase portfolio performance by providing timely—and time-saving—global buy and sell recommendations, customized independent research, and market advice. We also produce thoughtful research covering global investing themes as well as the most compelling equities of the moment, analyzed using our O’Neil Methodology, a blended method of stock analysis that we have perfected over more than 50 years. Our premier equity research platform PANARAY® provides access to our research and uses innovative visual displays of complex market information, placing us at the forefront of using technology to deliver our high-touch services. Founded in 1963, William O'Neil + Co. is headquartered in Los Angeles with offices in New York, Boston, Chicago, San Francisco, and London.