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Robert Agnew Oneil

Birch Hill Investment Advisors LLC

Boston, MA

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Current Employers
Birch Hill Investment Advisors Llc

One International Place Suite 770, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2007-06-06
  • MA RA
    APPROVED
    Since 2007-06-06

Branch Locations

One International Place Suite 770, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Birch Hill Investment Advisors Llc Boston MA 06/2007 Present
Previous Registrations
  • 2003-02-12 → 2007-06-05
    Prio Wealth Lp
    Boston, MA
Other Businesses

(1) LOUISA MAY ALCOTT'S ORCHARD HOUSE INC.; Investment-related; 399 Lexington Road, Concord, MA; non-profit; Director and Committee member; Vice President and Audit and Investment Committee member; start date: 2008; devote 4 hours per month to this organization; 2 hours during securities trading hours; My duties include: As Director, help oversee that the organization is fulfilling its mission. As an audit committee member, work with Treasurer to ensure audit is completed on time and evaluate the auditor. The investment committee oversees the assets of the organization. The endowment accounts are on Birch Hill's internal system at non-fee and we provide reporting to the organization. I help execute trades at the direction of the Investment Committee. (2) FOUNDATION FOR METROWEST; Investment-related; 3 Eliot St, Natick, MA 01760; non-profit; Investment Committee member; start date: 2009; devote 2 hours per month to this organization; 2 hours during securities trading hours; My duties include: Investment Committee oversees the organizations Endowment and operating funds. Evaluate the investment manager and policy decision.

Designations
Other Names
  • Robert Agnew Oneil
  • Robert A. O'NEil

View on SEC IAPD

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