Michael O'Keeffe


Michael O'Keeffe, Stifel, Private Wealth Services Group 

 

Michael P. O'Keeffe
Chief Investment Officer

  • 30+ years’ experience serving wealthy individuals & institutions
  • Former Chief Investment Officer, Merrill Lynch Global Wealth Management
  • Former Chief Investment Officer, Wilshire Funds Management
  • Master of Business Administration, Management, UCLA Graduate School of Management
  • Master of Arts, Mathematics, Claremont Graduate University
  • Bachelor of Arts, Mathematics, Pomona College
  • Holds the Chartered Financial Analyst (CFA) designation

One of the founding partners of the Private Wealth Services Group, Michael O'Keeffe provides investment management and strategy to the team as Stifel's Chief Investment Officer.

 


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck