William K. O'Connor, CFA

Senior Portfolio Manager

Biography

William O’Connor, CFA, is a Senior Portfolio Manager at ZCM. Prior to joining the firm in 2014, he was a Vice President at Incapital where he was responsible for maintaining fixed income client relationships and specialized in mortgage backed securities. Previously, William was a Senior Portfolio Manager at Allstate Investments, LLC where he was responsible for managing Allstate’s investments in Mortgage-Backed, Agency and Government securities totaling more than $15 billion as well as interest rate management strategies and Allstate’s Economically Targeted Investment portfolio.

William received an M.B.A from DePaul University and has a B.S. in Finance and Accounting from Northern Illinois University. He is a CFA® charterholder and a member of the CFA Institute and CFA Society of Chicago.

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