October 18, 2017 5:16 PM ET

Capital Markets

Company Overview of William O'Neil + Co., Incorporated

Company Overview

William O'Neil + Co., Incorporated is an equity research firm. It covers countries and international markets. The firm identifies only the stocks best positioned to generate the most alpha. It focuses on profile analysis identified by historical precedent and uses fundamental, quantitative, and technical analysis to produce buy and sell recommendations. The firm examines the trends driving market movements by analyzing the competitive space of equity initiations and tracking how that space is evolving. It provides global buy and sell recommendations and customized research. It provides research reports examining the company’s growth story and fundamentals, analyze the company’s competitive s...

12655 Beatrice Street

Los Angeles, CA 90066

United States

Founded in 1963



Key Executives for William O'Neil + Co., Incorporated

Founder & Chairman
Age: 84
Chief Executive Officer of O’Neil Securities
Managing Director
Executive Director & Research Analyst
Compensation as of Fiscal Year 2017.

William O'Neil + Co., Incorporated Key Developments

William O'neil + Co., Incorporated Appoints Randy Watts as Executive Vice President, Chief Investment Strategist

William O'Neil + Co., Incorporated announced that it has hired industry veteran Randy Watts as Executive Vice President, Chief Investment Strategist. Watts will guide the company's analyst team and further the development of the company's suite of services. He will be based in William O'Neil + Company's office in New York, NY.

William O'neil + Co., Incorporated Announces Management Appointments

William O’Neil + Co. Incorporated, and its affiliate, O’Neil Securities, Incorporated appointed six new executives. Robert 'Bob' Lyons has been named Chief Operating Officer of William O’Neil + Co. Lyons will drive the strategic direction of the firm’s Institutional Services offerings and provide operational leadership, as the firm continues to grow globally. Lyons brings a wealth of experience and proven leadership, having held multiple executive positions at Bear Stearns during his more than 20 years in the industry. Those positions include Global Chief Operating Officer and Chief Financial Officer for its Equities Division as well as Co-Head of Sales Trading. Other positions Lyons has held include COO at Watermill Trading LLC; Senior Vice President at MFG; Global COO, Investment Banking at UBS; and most recently as senior advisor at McKinsey & Company. Gregory Jannetta has joined William O’Neil + Co. as Executive Vice President – Head of Institutional Sales. Jannetta will lead the sales team’s global reach, focusing on equity research and advisory services. Jannetta has more than 20 years of institutional sales experience, having held senior executive positions in managing sales teams for Janney Capital Markets, Macquarie Capital, and UBS Investment Bank. Previously, he achieved top research sales rankings in a position with Credit Suisse. Jannetta started his Wall Street career at Sanford C. Bernstein, selling equity research. Michael Gardner, CFA, has joined William O’Neil + Co. as Executive Vice President—Director of Research. Combining strategic vision with experience nurturing analyst teams, Gardner has organized the firm’s research offering under investing themes and is further building out its analyst team. Gardner brings to the firm nearly two decades of experience implementing highly successful growth initiatives at Wedbush Securities. His numerous executive roles there include Vice President & Managing Director—Director of Research; Senior Vice President & Managing Director—Head of Investment Banking Division; Executive Vice President—Co-Head of Capital Markets; and Executive Vice President—Head of Private Client Services Group. Most recently, he held the position of Managing Director, Wedbush Asset Management LLC. Willie Yandow has joined William O’Neil + Co. as Managing Director. He brings more than 20 years of experience at Deutsche Bank, where he became expert at growing accounts by understanding clients’ investing style and tailoring his services to their needs. Yandow held multiple positions at Deutsche Bank during his tenure, including Account Captain, Institutional Equity Sales, Special Situations Accounts; Managing Director of Institutional Middle Market Sales; and Regional Manager, Boston Office US Equity Sales. Dean C. Kim has joined William O’Neil + Co. as Executive Director—Research Analyst. Most recently, Kim was Chief Financial Officer of JIOS Aerogel Ltd.

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