The Private Wealth Services Group acts as the trusted financial advisor to a select group of ultra-high-net-worth individuals and their families.

With more than 100 years of collective experience, we understand the complexities of considerable wealth. We deliver sophisticated wealth management strategies built to address the many complicated issues faced by the discerning entrepreneurs, executives, and families we serve.

While our know-how is our calling card, we’ve built an impeccable reputation by providing the focused, personalized attention that wealthy families expect and deserve. Our clients receive access to a premier middle-market investment firm with global resources and capabilities, but with the personal touch of a boutique firm.

We invite you to learn more about our approach to wealth management and welcome the opportunity to be your trusted advisor.

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

John M. Van Donge Joshua M. Bledsoe Michael J. Sullivan Patrick J. Gaffney Michael P. O'Keeffe

John M. Van Donge
Managing Director/Investments

Joshua M. Bledsoe
Managing Director/Investments

Michael J. Sullivan
Managing Director/Investments


Patrick J. Gaffney
Financial Advisor

Michael P. O'Keeffe
Chief Investment Officer