William O'Neil + Co., Inc. Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

William O'Neil + Co., Inc. is an independent advisory firm in the financial services industry that serves institutional investment managers. It provides global buy and sell recommendations, customized independent research, and market advice intended to support portfolio performance. The company produces research on global investing themes and notable equities, analyzed using the O'Neil Methodology, a blended stock-analysis approach refined over more than 50 years. PANARAY, its equity research platform, provides access to research and presents market information through visual displays. Founded in 1963, the firm is headquartered in Los Angeles and maintains offices in New York, Boston, Chicago, San Francisco, and London. Its address is 12655 Beatrice Street, Los Angeles, CA 90066, United States, and the company employs 51-200 people with reported revenue in the range of $100 million to $250 million.

Find William O'Neil + Co., Inc. employees' phone numbers or email addresses

William O'Neil + Co., Inc. Global Highlights

Location
Employees

North America
68

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  • United States Of America
    68

Asia
24

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  • India
    18
  • China
    6

Europe
9

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  • United Kingdom Of Great Britain And Northern Ireland
    8
  • France
    1

Oceania
1

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  • Australia
    1

William O'Neil + Co., Inc.'s Leadership

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    J. O.
    Chief Financial Officer
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  • Stylized image of a person
    K. N.
    Vp Institutional Equity And Credit Research Sales At Morningstar
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  • Stylized image of a person
    A. M.
    General Counsel & Chief Compliance Officer
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  • Stylized image of a person
    T. O.
    Owner
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  • Stylized image of a person
    G. J.
    Managing Director - Head Of Institutional Sales
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  • Stylized image of a person
    R. C.
    Managing Director
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  • Stylized image of a person
    E. W.
    Managing Director, Institutional Equity Sales
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  • Stylized image of a person
    P. R.
    Managing Director, Research Sales
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William O'Neil + Co., Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Banking
  • Engineering
  • Accounting
  • Information Technology
  • Other
  • Consultant

Contact profiles from William O'Neil + Co., Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. O.
    Chief Financial Officer
    Phone icon
    Apr 14, 2026
  • Stylized image of a person
    A. M.
    General Counsel & Chief Compliance Officer
    Phone icon
    United StatesNew York
    Jun 25, 2026
  • Stylized image of a person
    T. O.
    Owner
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    G. J.
    Managing Director - Head Of Institutional Sales
    Phone icon
    United StatesMassachusetts
    Oct 20, 2025
  • Stylized image of a person
    K. N.
    Vp Institutional Equity And Credit Research Sales At Morningstar
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    R. C.
    Managing Director
    Phone icon
    United StatesNew York
    May 31, 2026
  • Stylized image of a person
    E. W.
    Managing Director, Institutional Equity Sales
    Phone icon
    United StatesMassachusetts
    Apr 14, 2026
  • Stylized image of a person
    P. R.
    Managing Director, Research Sales
    Phone icon
    United StatesMassachusetts
    Jun 02, 2026
  • Stylized image of a person
    F. A.
    Managing Director
    Phone icon
    United KingdomEngland
    Apr 14, 2026
  • Stylized image of a person
    H. T.
    Director Of User Experience
    Phone icon
    Bay
    Jan 29, 2026

Frequently Asked Questions

What is William O'Neil + Co., Inc. known for?

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William O'Neil + Co., Inc. operates in the Financial Services industry. The company's main headquarters is located in 12655 Beatrice Street Los Angeles, California 90066 United States; you can contact the main corporate office by phone at . Explore William O'Neil + Co., Inc.'s company overview page for more information.

What is William O'Neil + Co., Inc.'s most common email format?

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William O'Neil + Co., Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more William O'Neil + Co., Inc. email formats with LeadIQ.

How many employees does William O'Neil + Co., Inc. have currently?

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William O'Neil + Co., Inc. has approximately 96 employees as of June 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are William O'Neil + Co., Inc.'s key employees and leadership?

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As of June 2026, William O'Neil + Co., Inc.'s key employees include:

  • Chief Financial Officer: J. O.
  • Vp Institutional Equity And Credit Research Sales At Morningstar: K. N.
  • General Counsel & Chief Compliance Officer: A. M.
  • Owner: T. O.
  • Managing Director - Head Of Institutional Sales: G. J.

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