Executive Biography

Steve Birch

Chief Executive Officer
William O’Neil + Co. Incorporated

Chief Investment Officer
O’Neil Capital Management Inc.

Steve Birch is CEO of William O’Neil + Co., a registered investment advisor
serving 400 top-performing institutional portfolio managers worldwide. The firm
employs associates in Los Angeles, New York, Boston, Chicago, San Francisco, and
London. Mr. Birch also maintains his role as a Chief Investment Officer and Senior
Portfolio Manager for O’Neil Capital Management Inc.

Since taking leadership of William O’Neil + Co. in 2009, Mr. Birch has guided the
global expansion of its services and directed rebranding efforts to focus on the firm
‘s 55-year history of outperforming stock recommendations. He has also personally
driven the company’s product development. His innovative vision is intrinsic to the
company’s suite of research products, such as the Global Focus Lists, which cover
Developed, Emerging, and Frontier markets worldwide; AlphaScope®, a uniquely
individualized ideation service; and PANARAY®, a highly visual research platform
designed exclusively for high-performing portfolio managers.

Over the same period, Mr. Birch also guided the international expansion of
MarketSmith, a retail investing affiliate of William O’Neil + Co. The company provides
its MarketSmith research platform for U.S. equities to thousands of U.S. investors and
has now added a selection of mobile and digital applications, such as Top Stocks,
MarketSmith India, MarketSmith Hong Kong, and MarketSmith China.

Mr. Birch joined William O’Neil + Co. in 1995 as a research analyst and was
promoted just two years later to an elite group of O’Neil Capital Management Inc.
portfolio managers. Later he became a national speaker for the firm, joining William J.
O’Neil at speaking engagements across the country. Prior to William O’Neil + Co., he
was an analyst at RBC Dominion Securities and Commodities Corp. (now a division of
Goldman Sachs Asset Management).

Mr. Birch is originally from Winston-Salem, North Carolina and earned a B.S. in
Finance from the University of North Carolina. He is married, with one child, and
enjoys spending time with his family, international travel, and photography. He is both
an avid reader and squash player.