Joseph W. O’Neill

Joseph W. O’Neill, Jr. is Chief Operating Officer with 35 years of experience and a proven track record of transformation, financial, and operational excellence. Having a customer-focused philosophy, he offers extensive experience with financial analysis, business development, operations management, fund administration, asset investment, risk and fund administration, including portfolio accounting, audit, data analytics, CRM deployment, compliance and SEC oversight. His engineering and finance background helps him champion cross-industry uses of automation and technologies designed to improve productivity and profits.

Prior to joining BPA in 2020, Joe was a finance and business development executive for U.S. Immigration Fund, a private $2.8 billion AUM company, where he spent over 4 years in Asia raising capital and establishing agency networks.  For over 13 years Joe was the CFO, COO, and CCO for Otter Creek Management and Otter Creek Advisors, the GP and management advisers of two L/S equity hedge funds and three ‘40-Act liquid-alt L/S mutual funds.  There he re-designed and automated prime broker and administrator processes to provide full scalability prior to helping raise over $1 billion in AUM. He was responsible for legal, IT, audit, SEC and tax reporting, and investor due diligence and communications.  He acquired ERISA fiduciary and QPAM designations permitting management of State pension assets and implemented rigorous investor protections, policies to supplant Firm and SEC requirements, while upholding fiduciary obligations and best execution.  Prior to joining Otter Creek, Joe consulted for Intertrade Corporation, supporting internet banking ASP structures and did M&A and business development for Florida Crystals Corporation throughout South America and Central America. He was an officer and Vice President at Ocwen Financial Corporation responsible for retail and electronic banking, secured credit card operations, unsecured recoveries, and sub-prime residential lending. Joe started his career in manufacturing at Chrysler Corporation and Rockwell International Corporation and has programmed in multiple computer languages and in settings ranging from factory robotic vision systems to banking and investment management core system applications.

Joe received his B.S. Industrial Engineering from Lehigh University and his M.B.A. from The University of Michigan, Ann Arbor. He holds active FINRA Series 66, SIE, and Series 7 licenses and a Blockchain Technologies certificate from the Massachusetts Institute of Technology.