Patrick Oneill
Director at Segal Marco Advisors
- Role
- Director at Marco Consulting Group
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Patrick Oneill
Investment consultant and actuary, credentials include CFA, CAIA, ASA and
Experience
Director
Jun 2014 — Present · Chicago, IL, US
Pat joined The Marco Consulting Group (now Segal Marco Advisors) in 2014 and currently serves as the Manager, Asset Liability Modeling and Advisory Services. He is responsible for creating customized portfolios by specifically incorporating plan liabilities and liquidity needs into portfolio design to assist clients in meeting their plan specific objectives. Pat also assists in the asset allocation and portfolio construction process, and contributes to the customized investment solutions for clients.
Education
Adrian College
B.S., Mathematics and Business
1986 — 1990
Skills
- Series 7
- Fixed Annuities
- Investment Strategies
- Retirement Planning
- Financial Advisory
- Protection Planning/Family Security
- Retirement
- Strategic Financial Planning
- Asset Allocation
- Mutual Funds
- Investments
- Investment Advisory
- Tax
- Estate Planning
- Wealth Management
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