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Thomas O'Neil, portrait

Thomas O'Neil

Portfolio Manager, Trustee at D.F. Dent and Company in Baltimore, MD

Investment adviser registrationUpdated

Thomas O'Neil is Portfolio Manager, Trustee of D.F. Dent and Company, Inc., an investment adviser managing $7.88B, and works from its Baltimore, MD office. Thomas O'Neil has been registered as an investment adviser representative through D.F. Dent and Company since 8 October 1990 and has 36 years in the industry across 1 firm.

36
Years in industry
36
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 21 October 2026SEC record

Career

Thomas O'Neil has been Portfolio Manager, Trustee of D.F. Dent and Company since June 1985, is a control person of the firm and directly owns under 5% of it. Thomas O'Neil holds an MBA in finance and banking from Columbia University Graduate School of Business. Thomas O'Neil studied at Georgetown University.

D.F. Dent and Company, Inc. is a Baltimore, MD firm with $7.88B under management, 1,185 clients and 16 advisers in one office, as of its June 2026 filing.

Thomas F. O'Neil, Jr. is Portfolio Manager of D.F. Dent and Company. He joined the firm in the summer of 1985 with 15 years of experience in the field of investment management. Earlier he spent six years as a financial adviser to a Maryland family with philanthropic interests, and for nine years before that was responsible for investing insurance companies' funds in the equity and fixed-income markets at Commercial Credit Corp., a large Maryland-based corporation.

  1. – present · 36 years
    Baltimore, MD · Adviser representative · Firm CRD 105179

Credentials and registrations

Professional designations

Listed by D.F. Dent and Company

  • CFA

Investment adviser representative registrations

Thomas O'Neil is registered as an investment adviser representative in Maryland, since October 1990.

  • MarylandSince 8 October 1990

Examinations

No examinations are on Thomas O'Neil’s record.

Key facts

Full name
Thomas Francis O'Neil
CRD
4347510
Firm
D.F. Dent and Company · CRD 105179
Role
Portfolio Manager, Trustee
Office
2 EAST READ STREET, Baltimore, MD 21202
Registration
Investment adviser registration
In the industry since
October 1990
Disciplinary history
Not yet shown here · SEC record
Firm bio
dfdent.com

Common questions

Where does Thomas O'Neil work?

Thomas O'Neil has been Portfolio Manager, Trustee of D.F. Dent and Company, Inc. since June 1985, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 18 June 2026

Is Thomas O'Neil a financial advisor?

Yes. Thomas O'Neil has a current investment-adviser registration in Maryland, through D.F. Dent and Company since October 1990.

Source: IAPD individual record, checked 21 October 2026

How many years of experience does Thomas O'Neil have?

Thomas O'Neil has 36 years in the financial industry, since October 1990, across 1 adviser firm.

Source: IAPD individual record, checked 21 October 2026

Where is Thomas O'Neil based?

Thomas O'Neil’s registered office is in Baltimore, MD.

Source: IAPD individual record, checked 21 October 2026

Is Thomas O'Neil registered with FINRA?

No. Thomas O'Neil has no current broker registration.

Source: IAPD individual record, checked 21 October 2026

Is Thomas O'Neil a CFA charterholder?

D.F. Dent and Company lists Thomas O'Neil with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.

Source: Thomas F. O‘Neil, Jr., CFA biography, dfdent.com

How can I verify Thomas O'Neil’s record?

Search CRD 4347510 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas O'Neil’s full registration record.

Source: IAPD individual record, checked 21 October 2026

Leadership at D.F. Dent and Company

Sources

  1. IAPD individual record, CRD 4347510, checked 21 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of D.F. Dent and Company, Inc., filed 18 June 2026. Title, control and ownership bands.
  3. D.F. Dent and Company team page. Biography, education, credentials, awards and the portrait, reproduced for identification.