Robert A. O’Neil, Jr., CFA


Rob is a co-founder of Birch Hill and has more than 30 years of experience in the financial services industry. His experience includes providing portfolio management, security analysis, and financial advice to individuals and charitable groups. Prior to Birch Hill, Rob was a Managing Director at Seaward Management and a Vice President and Investment Counselor at Eaton Vance Management. In addition, Rob held positions at Standish, Ayer & Wood and Investors Bank and Trust Company.

Rob has a BS from Bentley College and an MBA from the F.W. Olin Graduate School of Business at Babson College. He is a Chartered Financial Analyst and a member of the CFA Society Boston and the CFA Institute. Rob serves on the Board of Directors and the Investment Committee of the Louisa May Alcott Memorial Association. He is a Corporator for Emerson Hospital and a member of the Investment Committee for The Foundation for MetroWest. In 2024 Rob was named one of Boston’s Five Star Wealth Managers.

Q: What are your role and responsibilities at Birch Hill?
A: I have or share responsibility for portfolio management, client service, research and business development. In addition, I am the Treasurer.

Q: What do you think Birch Hill’s best qualities are?
A: The level of service we provide to our clients. We truly care about them and helping them reach their goals.

Q: What about what you do brings you the most personal satisfaction?
A: Helping clients work through problems.

Q: When you’re not working, how do you spend your time?
A: With my Family. In the past, that involved coaching youth sports, but currently, I’m more of a spectator. I also enjoy playing golf, tennis, and paddle tennis. And I serve on several non-profit boards and committees.

Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: I’d possibly be coaching a high school lacrosse team. In some ways my role at Birch Hill has attributes that are similar to coaching.

Q: What words do you live by?
A: “Be honest and only promise what you can comfortably deliver.”