Michael O'Keeffe, Josh Bledsoe, and Michael Sullivan walking down hallway

Private Wealth Services Group

John Van Donge

John M. Van Donge

Managing Director/Investments

Thomas Valenza

Thomas S. Valenza

Registered Investment Associate

Stephanie Sullivan

Stephanie D. Sullivan

Registered Client Service Associate

Michael Sullivan

Michael J. Sullivan

Managing Director/Investments; Director, Client Coverage

Veronica Napoli

Veronica Napoli

Executive Assistant

Pam Henry

Pamela J. Henry

Registered Client Service Associate

Patrick Gaffney

Patrick J. Gaffney

Vice President/Investments

Joshua Bledsoe

Joshua M. Bledsoe, CFP, CRPC, MBA

Managing Director/Investments

Marie Aardema

Marie Aardema

Registered Investment Associate

Michael O'Keeffe

Chief Investment Officer

Michael O'Keeffe, CFA

  • More than 30 years of experience serving wealthy individuals and institutions
  • Current Chief Investment Officer and Head of Investment Strategy, Stifel
  • 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