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Edward O'Neal

Principal | Ph.D., CVA

Dr. O'Neal is Principal, SLCG Economic Consulting. He is a nationally-recognized mutual fund industry expert and has been quoted in such popular financial press outlets as the Wall Street Journal, USA Today, The Washington Post, Barron's, Business Week, Newsweek, and Consumer Reports. Dr. O'Neal has published numerous articles in peer-reviewed journals, including the Journal of Financial Economics, the Journal of Portfolio Management, the Financial Analysts Journal and the Journal of Investing. His research concentrates primarily on portfolio management with a special emphasis on mutual funds.

Prior to joining SLCG, Dr. O'Neal was an assistant professor of finance at the Babcock Graduate School of Management at Wake Forest University where he taught Investments and Portfolio Management, Applied Security Analysis and Corporate Finance to MBA students. He previously served a one-year appointment as a visiting economic scholar at the U.S. Securities and Exchange Commission where he advised the Chief Economist on investment management regulation and policy issues. Dr. O'Neal has written expert witness reports and has testified in NASD, NYSE, and AAA arbitration hearings and in US and State Court cases.

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