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Steven Birch

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Steven Birch

Chief Investment Officer | O'Neil Global Advisors

Los Angeles, California, United States

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Steven Birch

Summary

Steven Birch is a seasoned financial executive with extensive experience in alternative investments and asset management. As the CEO of O'Neil Global Advisors, he leads strategic initiatives in the monetary authorities sector, leveraging his analytical skills and expertise in capital markets. With a career spanning over three decades, Steven has held multiple leadership roles, including Chief Investment Officer and Chief Strategy Officer, demonstrating a strong ability to drive organizational success. His educational background in Finance from the University of North Carolina at Chapel Hill has laid a solid foundation for his career. Known for his quantitative research methodologies, Steven utilizes big data analytics to inform investment strategies. His passion for financial markets is matched by a commitment to compliance and customer engagement, ensuring that client interests are always prioritized. Outside of his professional life, Steven is likely to be engaged in continuous learning, staying updated with emerging trends in finance and investment. His journey reflects a blend of leadership, strategic insight, and a relentless pursuit of excellence in the financial sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Startup Experience

Steven Birch

Work Experience

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Chief Investment Officer at

O'Neil Global Advisors

March 2019 - Present

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Chief Executive Officer at

O'Neil Global Advisors

March 2019 - Present

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Portfolio Manager at

O'Neil Global Advisors

March 2019 - Present

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Chief Investment Officer at

Oneil Capital Management

January 2018 - Present

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Chief Strategy Officer at

Data Analysis Incorporated

January 2018 - Present

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Chief Executive Officer at

William O'Neil + Co., Inc.

January 2018 - December 2021

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Portfolio Manager at

William O'Neil + Co., Inc.

November 1997 - March 2019

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President & Chief Operating Officer at

William Oneil

February 2010 - January 2018

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Co-President at

William Oneil

August 2007 - February 2010

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Research Analyst at

William O'Neil + Co., Inc.

March 1995 - November 1997

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Research Analyst at

Commodities

January 1992 - April 1994

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Research Analyst at

Fundamental Trading

March 1989 - January 1992

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Technology Consultant at

Yelton Fiscal Inc

September 1988 - March 1989

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Research Analyst at

RBC Dominion Securities

October 1984 - September 1988

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Steven Birch

Education

University of North Carolina at Chapel Hill, Bs

January 1979 - January 1983

Frequently Asked Questions about Steven Birch

What is Steven Birch email address?

Steven Birch's primary email address is ************@oneilglobaladvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Steven Birch work for?

Steven Birch is a Chief Investment Officer at O'Neil Global Advisors.

Where Steven Birch graduated from?

Steven Birch holds a degree in Finance from University of North Carolina at Chapel Hill.

How can I directly contact Steven Birch?

To contact Steven Birch directly, you can use the email address ************@oneilglobaladvisors.com. Complete contact information is available upon registration with Muraena.

Who is Steven Birch?

Steven Birch is a seasoned financial executive with extensive experience in alternative investments and asset management. As the CEO of O'Neil Global Advisors, he leads strategic initiatives in the monetary authorities sector, leveraging his analytical skills and expertise in capital markets. With a career spanning over three decades, Steven has held multiple leadership roles, including Chief Investment Officer and Chief Strategy Officer, demonstrating a strong ability to drive organizational success. His educational background in Finance from the University of North Carolina at Chapel Hill has laid a solid foundation for his career. Known for his quantitative research methodologies, Steven utilizes big data analytics to inform investment strategies. His passion for financial markets is matched by a commitment to compliance and customer engagement, ensuring that client interests are always prioritized. Outside of his professional life, Steven is likely to be engaged in continuous learning, staying updated with emerging trends in finance and investment. His journey reflects a blend of leadership, strategic insight, and a relentless pursuit of excellence in the financial sector.

Steven`s contact details

mail

************@oneilglobaladvisors.com

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Rajan Gupta

Portfolio Manager

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