E. Patrick O'Neill, CFA

Patrick holds the Chartered Financial Analyst® designation and is an integral member of our Research Department.  He focuses his analysis on the Consumer Staples, Consumer Discretionary, Information Technology, and Communication Services sectors of the economy, and presents his recommendations to our Portfolio Managers in a weekly forum.  Patrick regularly provides insights on companies for which he is responsible.  

Originally from Winter Park, Florida, Patrick relocated to Maine to join our firm, along with his wife, Kristen, and their daughter Rowyn.  Portland is a place he has long enjoyed in the midst of extended family members.  Outside of the office, Patrick enjoys traveling, both internationally and domestically, cooking, golfing, and trying new breweries.