LOS ANGELES--(BUSINESS WIRE)--William O’Neil + Co. Incorporated, a registered investment advisor, is pleased to announce that it has significantly expanded its equity research and sales capabilities with an infusion of executive-level expertise from global investment banks. This growth coincides with the increase in trading capabilities at the firm’s affiliated broker-dealer, O’Neil Securities, Incorporated. The new additions will enrich the service offerings for clients of both entities.
“William O’Neil + Co. stays at the forefront of a changing industry because we steadfastly adhere to our unique alpha-driven investing philosophy, a competitive advantage that has outperformed the benchmarks through good markets and bad for more than a half-century,” said Steven L. Birch, President of the firm. “Being a family-owned firm with none of the conflicts typical of research firms, William O’Neil continues to thrive and attract top-level talent, even as Wall Street downsizes,” Birch continued.
“By adding new perspectives to our team, we will not only broaden our research offerings for existing clients, but also introduce our time-tested method to a whole new client base,’” concluded Birch.
Brian McGeough has joined William O’Neil + Co.’s New York office as Executive Director, Institutional Sales. McGeough has a successful, 20-year track record as a top-producing salesperson covering some of the largest institutional accounts at UBS and JP Morgan. Focusing on investment managers in New York, he achieved record revenue growth in his accounts through a deep understanding of how the full range of products available could benefit each client’s investment style.
Ruben Roy has been appointed Executive Director, Research in the New York office. He has deep experience valuing technology stocks, having been an equity analyst focusing on the global semiconductor ecosystem for more than 15 years, with tenures at Piper Jaffray, Pacific Crest Securities, and Thomas Weisel Partners. Prior to working on Wall Street, Ruben was an electrical engineer at Sensormatic Electronics Corporation.
Richard Crehan has been named Managing Director, Institutional Sales. He joins the New York office from his position as Executive Director, Equity Sales at Morgan Stanley, where he worked for nearly two decades, first as the as the firm’s chief U.K. equity strategist and then in senior-level institutional sales roles, including launching the sales desk for U.S. clients based in London. He also served as the chief U.K. equity strategist at SG Warburg/UBS.
David Gerber, CFA has been tapped as Managing Director, Institutional Equity Sales in the Boston office. He brings a network of high-level institutional relationships and deep equity markets knowledge from both buy- and sell-side points of view. He joins the firm from UBS, where he was the primary European equity coverage for Boston-based clients, earning top-five broker rankings at all key clients. Previously, he spent 13 years at Putnam Investments, ultimately managing the Putnam Global Industrials Fund.
Matthew Koob has joined the San Francisco office as Managing Director, Institutional Sales. Koob has worked in equity research sales for roughly 25 years, managing large institutional accounts at UBS, Susquehanna Financial Group, and Merrill Lynch.
Jeffrey Peters has come aboard the New York office as Managing Director, Institutional Sales with a wealth of experience in equity sales to hedge funds. He previously served as Vice President, Equity Sales at Bank of America Merrill Lynch, where he provided coverage for hedge funds in the state of New York and earned top ranks in broker votes.
Garrett Ancey has been selected as Associate Director, Institutional Sales. He joins the firm’s New York office from BGC Partners, a Cantor Fitzgerald company, where he worked with clients to help them execute trades based on their specific investment strategies.
“I’m excited to grow our proprietary offerings with the same care and focus on our clients’ interests that has enabled our firm to thrive, even while the industry contracts,” added Birch.
About William O’Neil + Co. Incorporated
William O'Neil + Co. is a registered investment advisor providing global buy and sell recommendations, independent research, and custom advisory to the world’s leading institutional investment managers. Its blended method of stock analysis delivers actionable ideas that accelerate portfolio performance across investing disciplines. Founded in 1963, William O'Neil + Co. is headquartered in Los Angeles, with offices in New York, Boston, San Francisco and London.
William O’Neil + Co.’s comprehensive suite of research services includes the U.S. Focus List, domestic buy-side recommendations; the Global Focus List for developing, emerging, and frontier markets; international thematic research reports; and custom advisory.
