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.  

Business Development

Investment Management

Research

William O'Neil + Co., Inc.

Farhan Arif

William J. O'Neil

The Sales and Client Management team at William O'Neil + Co., Inc. is responsible for cultivating and maintaining relationships with institutional investment managers. This includes coordinating account activities, providing tailored equity research services, and delivering customized recommendations and market advice. They aim to enhance client portfolios through strategic sales initiatives and by leveraging the firm's proprietary research platform, PANARAY®, to ensure clients receive timely and actionable insights.

Sales and Client Management

Research and Equity Analysis

Leadership Team

Engineering and Technical Team

Sales and Client Management

About

Team members

Other teams at William O'Neil + Co., Inc.

Research and Equity Analysis

Leadership Team

Engineering and Technical Team