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William O’Neill

Senior Portfolio Manager, Co-Director of Portfolio Management at Income Research + Management

Officer record from the firm’s Form ADVForm ADV filed 24 August 2026

William O’Neill is Senior Portfolio Manager, Co-Director of Portfolio Management of Income Research + Management, a Boston investment adviser.

Role at Income Research + Management

Title on Schedule A
Senior Portfolio Manager, Co-Director of Portfolio Management
Control
William O’Neill is a control person of Income Research + Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
William O’Neill has held the filed role since October 2025.

The firm

Income Research + Management
Boston, MA

Form ADV filed 24 August 2026

$131B AUM937 clients63 advisers1 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for William O’Neill is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
William O’Neill
CRD
8063897
Firm
Income Research + Management
Record basis
Form ADV officer listing
Firm bio
incomeresearch.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Income Research + Management lists Bill O’Neill as senior portfolio manager and co-director of portfolio management. Income Research + Management official team page

Common questions

Where does William O’Neill work?

William O’Neill has been Senior Portfolio Manager, Co-Director of Portfolio Management of Income Research + Management since October 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 24 August 2026

Leadership at Income Research + Management

Sources

  1. IAPD individual lookup, CRD 8063897. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Income Research + Management, filed 24 August 2026. Title, control and ownership bands.
  3. Income Research + Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with William O’Neill or Income Research + Management and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.