Regina O'Neill

HC Service Expertise:

  • Project Manager
  • Strategic Business Planning
  • Strategic Relationship Development
  • Start-Up Planning & Implementation
  • Marketing & Branding
  • Investor Services
  • Due Diligence Services
  • Service Provider Analysis & Selection
  • Operations Services
  • Interim Role Expertise: Chief Operating Officer, Senior Sales & Marketing, Director of Operations, Recruiter

Regina O'Neill has over 17 years of experience in the financial services industry. Her knowledge adds depth to the HC Network in the areas of Due Diligence and Prime Brokerage reviews, Relationship Development, Business Planning and Fund setup. Regina has expertise working with all alternative managers and is proficient with most strategies. She is an expert on all aspects of constructing and executing hedge fund business, including marketing to institutions and individuals, and also has experience in all operational responsibilities of hedge funds.

Regina was a partner and founding team member at Merlin Securities where she developed their West Coast and Southwestern presence. During her tenure, she sourced both existing and emerging hedge funds resulting in the firm experiencing considerable custodial asset growth. Regina was Principal of Sales, Prime Brokerage Services, at Banc of America Securities, where she was a member of the new business team responsible for the West Coast region. She also served as an Investment Liaison at Capital Influx, Inc., worked in the Financial services Group of STV Communications, Inc., and began her career in Alex Brown & Sons in the Taxable Fixed Income Sales, Capital Markets Division. Regina is a founding member of the West Coast executive committee of Hedge Funds Care and holds FINRA Series 7 and 63 licenses.


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HC Associates Team Joins Rothstein Kass Business Advisory Services Group
March 2012
We are pleased to announce that HC Associates is joining the Rothstein Kass family. We are extremely excited about the opportunity to help build a world class consulting practice with Rothstein Kass. Click here to read the full press release.

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