Stephen O'Neil
Analyst-Equity chez Schafer Cullen Capital Management, Inc.
Profil
Mr. Stephen O'Neil is an Executive Director & Analyst at Schafer Cullen Capital Management, Inc. and at Cullen Capital Management LLC.
He joined Cullen Capital in 2002 as an investment analyst and is also involved with institutional client relations across the firm.
Previously, Mr. O'Neil held various positions at Bankers Trust, Deutsche Bank and Wells Fargo.
He has been in the investment business for over 23 years.
He received his B.A.
from Middlebury College in 1977.
Postes actifs de Stephen O'Neil
| Sociétés | Poste | Début |
|---|---|---|
Schafer Cullen Capital Management, Inc.
 Schafer Cullen Capital Management, Inc. Investment ManagersFinance Schafer Cullen Capital Management, Inc. (SCCM) is a wealth management and registered investment advisory firm founded by James Cullen and David Schafer in 1983. Headquartered in New York City, SCCM provides portfolio management services to a variety of client types including individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, Registered Investment Companies, private investment funds and trust programs. | Analyst-Equity | 01/01/2002 |
Cullen Capital Management LLC
 Cullen Capital Management LLC Investment ManagersFinance Cullen Capital Management LLC, do-business-as Schafer Cullen Capital Management (SCCM), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1983 to advise managed accounts. In 2000, they expanded their offerings to include US mutual funds and, in 2010, UCITS funds. SCCM provides portfolio management services to a variety of client types such as individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, Registered Investment Companies, UCITS, Hedge Funds and trust programs. | Analyst-Equity | 01/01/2002 |
Anciens postes connus de Stephen O'Neil
| Sociétés | Poste | Fin |
|---|---|---|
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Corporate Officer/Principal | 31/12/2001 |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Corporate Officer/Principal | 31/12/1998 |
Wells Fargo Investments LLC
 Wells Fargo Investments LLC Investment ManagersFinance Founded in 2000, Wells Fargo Investments LLC is a registered investment advisor headquartered in San Francisco. The firm is a subsidiary of Wells Fargo & Co., Inc. (NYSE: WFC). Wells Fargo Investments provides services to individuals, including high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Corporate Officer/Principal | 31/12/1984 |
Formation de Stephen O'Neil
| Middlebury College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Schafer Cullen Capital Management, Inc.
Schafer Cullen Capital Management, Inc. Investment ManagersFinance Schafer Cullen Capital Management, Inc. (SCCM) is a wealth management and registered investment advisory firm founded by James Cullen and David Schafer in 1983. Headquartered in New York City, SCCM provides portfolio management services to a variety of client types including individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, Registered Investment Companies, private investment funds and trust programs. | Finance |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Finance |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Finance |
Wells Fargo Investments LLC
Wells Fargo Investments LLC Investment ManagersFinance Founded in 2000, Wells Fargo Investments LLC is a registered investment advisor headquartered in San Francisco. The firm is a subsidiary of Wells Fargo & Co., Inc. (NYSE: WFC). Wells Fargo Investments provides services to individuals, including high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
Cullen Capital Management LLC
Cullen Capital Management LLC Investment ManagersFinance Cullen Capital Management LLC, do-business-as Schafer Cullen Capital Management (SCCM), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1983 to advise managed accounts. In 2000, they expanded their offerings to include US mutual funds and, in 2010, UCITS funds. SCCM provides portfolio management services to a variety of client types such as individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, Registered Investment Companies, UCITS, Hedge Funds and trust programs. | Finance |