Cindy O'Neil

Finance

Profile

Mrs. O'Neil is a Portfolio Manager.
Mrs. O'Neil manages client portfolios and is a member of the Investment Strategy Committee.
She joined Emerson after working for Delta Financial Management Corporation for 12 years, during which time her responsibilities included operations management, equity trading and portfolio management.
Her prior positions in the industry include Client Liaison for S.G.
Warburg & Co. (now UBS) and Portfolio Accountant with State Street Bank & Trust Company.
Mrs. O'Neil is a magna cum laude graduate of Northeastern University (BSBA) and is currently enrolled in the Certified Financial Planner Program at Boston University.

Former positions of Cindy O'Neil

Companies	Position	End
Emerson Investment Management LLC Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions.	Analyst-Equity	30/12/2005

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