Physicians Nationwide

My team works with physicians around the country in an effort to help them with debt reduction, investments, insurance, education funding, tax-efficient retirement planning, business planning, and estate planning. 

     Physicians Nationwide is strategically aligned with Northwestern Mutual in an effort to afford our clients access to the resources of a first-class financial institution, along with the service that can only be provided by a boutique firm. Physicians Nationwide is a group of financial professionals that have served the needs of physicians and dentists since 1961. The group has representation in each state in an effort to offer the best face-to-face service possible, regardless of where the client is located.

Wealth Management Advisor 

Northwestern Mutual

I work together with clients to ensure their finances are set up to achieve personal and professional goals. You only get one chance to fund your child’s education, plan retirement, and build a legacy. I am driven by building long term relationships and diving deep with clients, and along with a team of specialists, we create solutions including:
-	Estate Planning
-       Insurance and risk management
-	Retirement planning
-	Portfolio management
-	Tax efficient strategies

Green Owl Capital Management

Managed all aspects of trading and operations for Green Owl Capital, a multi strategy hedge fund focused on special situations and health care events
-Crafted the optimal structure for each position with focus on liquidity and ROI.
-Priced and executed all option and equity orders with banking counterparties.
-Managed multiple research filtering tools to provide the most relevant and impactful news to the partners and analyst team.
-Maintained and vetted sell side technology relationships, making sure the fund’s trading and research capabilities were best in class.
-Managed the delta and option swap limits in the fund’s joint venture with a private equity firm.
-Attended industry events to discover new ideas and sector themes.

Managing Director Trading & Operations

FBR Capital Markets

Co-head of FBR’s Client Derivative Desk
-Facilitated all client option flow, allocating capital if needed.
-Provided sales coverage to multiple hedge funds and pension funds.
-Managed internal hedges' long and short volatility to maintain FBR’s risk parameters.
-Drove trading ideas and market color to the equity, credit, and investment bank sales desk.

Senior Vice President Equity Derivatives Trading

Bam Capital Management

Derivatives Portfolio Manager 
-One of four portfolio managers that managed BAM’s $1.3 billion of assets 
-Used fundamental research combined with options to express delta and volatility surface views.
-Focused on ideas in energy, industrials, emerging markets, and precious metals.
-Managed banking relationships on the trading and research side.
-Worked with CFO to implement new back office and trading technology solutions.
-Assisted risk manager in maintaining and upgrading data analyzation and volatility surface scanning tools.

Portfolio Manager

Liberty View Capital

Derivatives Portfolio Manager 
-One of three  portfolio managers managing LVCM’s $500 million volatility fund, inside of the $2.5 billion multi strategy fund.
-Used fundamental research combined with options to express delta and volatility surface views.
-Focused on ideas in the technology and finance sector.
-Assisted head quant in creating systems to monitor index dispersion and correlation.
-Co-headed the fund's volatility and interest rate swaps book that helped hedge the mortgage and credit fund's exposure.

GHM Specialist

Option Specialist on the American Stock Exchange
-Made the market and kept the trading crowd honest and organized in over 20 listed options.
-Maintained relationships with banking and brokerage clients, making sure they were getting competitive prices.
-Worked with floor officials to optimize the technology in place, and offered suggestions on improving the flow and clearing of trading.

Derivatives Specialist

I spent twenty years on Wall Street as a trader and portfolio manager – leading portfolio growth in both bull and bear markets. My career was dominated by what was going to happen in the next thirty seconds, three hours, or three days. Now I work with clients planning for the next thirty years and three generations.  Having a long term plan to guide yourself and your family to meet your unique goals is the most important and intentional endeavor we can accomplish together.  

As a Wealth Management Advisor for Northwestern Mutual, I help busy, successful people organize their finances and plan for the future because I believe a goal without a plan is just a wish.

Phone: (973)-531-2161
Web: www.kevinoneill.nm.com

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Kevin O’Neill CFP®, RICP®, CLU®'s Linkedin Analytics

Kevin O’Neill CFP®, RICP®, CLU®

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