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Stephen Andrew O'Neill

Portfolio Manager at RiverNorth Capital Management LLC

Stephen Andrew O'Neill

Stephen Andrew O'Neill

Portfolio Manager at RiverNorth Capital Management LLC

Biography

Mr. Stephen A. O'Neill, CFA, is a Portfolio Manager at RiverNorth Capital Management LLC. He joined the firm in 2007. He co-manages the firm's closed-end fund trading strategies and helps to oversee the firm's closed-end fund investment analysts.Prior to joining RiverNorth, he was Assistant Vice President at Bank of America in the Global Investment Bank's Portfolio Management group where he specialized in the corporate real estate, asset management and structured finance industries.He graduated Magna Cum Laude from Miami University of Ohio with a B.S. in Finance and a minor in Economics. He is a CFA Charter holder and member of the CFA Institute and the CFA Society of Chicago.

Overview

RelSci Relationships

515

Birthday

1979

Age

39

Number of Awards

1

Relationships

View Relationship Details

RelSci Relationships are individuals Stephen Andrew O'Neill likely has professional access to. A relationship does not necessarily indicate a personal connection.

Patrick William Galley

Chief Investment Officer & Portfolio Manager at RiverNorth Capital Management LLC

Relationship likelihood: Strong

Eric Martin Pestrue

Senior Investment Analyst at RiverNorth Capital Management LLC

Relationship likelihood: Strong

Eric J. Metz

Chief Investment Officer at SpiderRock Advisors LLC

Relationship likelihood: Strong

Brian Harold Schmucker

Founder at RiverNorth Capital Management LLC

Relationship likelihood: Strong

Jonathan M. Mohrhardt

Chief Operating Officer at RiverNorth Capital Management LLC

Relationship likelihood: Strong

Marc Collins

General Counsel, Chief Compliance Officer at RiverNorth Capital Management LLC

Relationship likelihood: Strong

Melissa Braun

Controller at RiverNorth Capital Management LLC

Relationship likelihood: Strong

Melissa Hale

Controller at RiverNorth Capital Management LLC

Relationship likelihood: Strong

Emily Deter

Director of Marketing at RiverNorth Capital Management LLC

Relationship likelihood: Strong

Kaitlyn Hwang

Director of Software Engineering at RiverNorth Capital Management LLC

Relationship likelihood: Strong

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In The News

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PR Newswire

September 3, 2013

RiverNorth/DoubleLine Strategic Income Fund Reopens

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Stephen Andrew O'Neill

Portfolio Manager at RiverNorth Capital Management LLC

Education

B.S. in Finance & Minor in Economics, magna cum laude

Miami University

Miami University is one of the oldest public universities in the country, made possible by an ordinance signed by President George Washington in 1795. Chartered in 1809, Miami welcomed its first students in 1824. Miami's reputation grew as quickly as its enrollment, and it became known as the "Yale of the West" for its ambitious liberal arts curriculum. Today, Miami consistently ranks among the nation's top public universities for the quality of teaching and overall student experience. One of Miami University's most famous graduates was Benjamin Harrison, who later became a President of the United States. Professor William Holmes McGuffey revolutionized the education of generations of Americans when he conducted research for his Eclectic Readers series while teaching at Miami from 1826 to 1836. The "mother of fraternities," Miami was the founding site of four national fraternities: Beta Theta Pi, Phi Delta Theta, Sigma Chi, and Phi Kappa Tau; as well as Delta Zeta sorority.

Memberships

Member

Current

CFA Society of Chicago

CFA Society Chicago, aims to lead the investment profession by promoting the highest standards of ethics, education, and professional excellence; to shape an investment industry that serves the greater good; and to serve as the premier local resource for Chartered Financial Analyst designees, candidates, other investment professionals and our communities. Founded in 1925, CFA Society Chicago has more than 4,200 members and is the world's oldest investment analysts' society.

Member

CFA Institute

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Career History

Portfolio Manager

2007 - Current

RiverNorth Capital Management LLC

RiverNorth Capital Management manages various investment strategies that invest predominately in and trade closed-end funds. In addition, each strategy may utilize ETFs and other investments in implementing the strategies. Opportunistic investing in closed-end funds is primarily determined by attractiveness of discount in addition to thorough analysis of target closed-end fundamentals. ETFs are typically utilized to acquire asset class exposure. RiverNorth also manages various investment strategies that invest in options and securities based on their volatility. These strategies may also utilize ETFs and other investments in implementing the strategies. The firm also manages several strategies focused on investing in loans issued by certain marketplace, alternative or peer-to-peer lending platforms.

Assistant Vice President

Prior - 2006

Bank of America Corp.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The Global Wealth and Investment Management provides client experience through a network of financial advisors focused on to meet their needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 is headquartered in Charlotte, NC.

Awards & Honors

CFA (Chartered Financial Analyst)

Other Affiliations

Stephen Andrew O'Neill is affiliated with RiverNorth Capital Management LLC, Bank of America Corp.

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