William O’Neill Trading & Investment Operations Specialist

(703) 506-8200

William O’Neill, CMFC®, is a Trading & Investment Operations Specialist with Cassaday & Company, Inc. and joined the firm in 2019.

William supports the Investment Management & Research team by conducting audits, calculating financial data, and performing investment research. He is also responsible for the trade execution and management of client accounts as a member of the Trading team.

William attained the Chartered Mutual Fund Counselor (CMFC®) designation through the College for Financial Planning.

Prior to joining the firm full time, William was an intern with Cassaday & Company, Inc. while studying at Catholic University of America, where he majored in Finance earning his bachelor’s degree in the spring of 2019. Originally from New Jersey, he currently resides in Northeast DC.

Will is a Registered Representative with Royal Alliance Associates, Inc., one of the largest independent broker-dealers in the United States; he holds the Series 7 securities registration. Will is not registered with Cassaday & Company, Inc.


To learn more about the professional history of our firm, please visit FINRA’s BrokerCheck.