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

Private Wealth Services Group

Joshua Bledsoe

Joshua M. Bledsoe, CFP, CRPC, MBA

Managing Director/Investments

Patrick Gaffney

Patrick J. Gaffney

First Vice President/Investments

Michael Sullivan

Michael J. Sullivan

Managing Director/Investments; Director, Client Coverage

Robert Hazelton, Client Service Associate

Robert Hazelton

Client Service Associate

Pam Henry

Pamela J. Henry

Registered Client Service Associate

Veronica Napoli

Veronica Napoli

Executive Assistant

Stephanie Sullivan

Stephanie D. Sullivan

Registered Client Service Associate

Amelia Tobias, Registered Investment Associate

Amelia Tobias

Registered Investment Associate

Thomas Valenza

Thomas S. Valenza

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