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Michael Patrick O'Keeffe
Directeur en chef des Investissements chez
Stifel Nicolaus & Co., Inc. (Investment Management)
Profil
Mr. Michael P.
O'Keeffe, CFA MBA, is a Chief Investment Officer at Stifel Nicolaus & Co., Inc. He provides investment management and strategy to the team as Firm's Chief Investment Officer.
He has over 30 years of experience serving wealthy individuals & institutions.
Mr. O'Keeffe was previously employed as a Chief Investment Officer by Merrill Lynch Global Wealth Management Group, a Principal by Wilshire Associates, Inc., a Vice President by CALLAN ASSOCIATES INC, and by Wilshire Associates, Inc.
He received his undergraduate degree from Pomona College, a graduate degree from Claremont Graduate University and an MBA from Anderson School of Management.
Postes actifs de Michael Patrick O'Keeffe
| Sociétés | Poste | Début |
|---|---|---|
Stifel Nicolaus & Co., Inc. (Investment Management)
 Stifel Nicolaus & Co., Inc. (Investment Management) Investment ManagersFinance Stifel Nicolaus-IM employs a diverse range of active equity, fixed income, asset allocation, and alternative investment strategies. | Directeur en chef des Investissements | 01/06/2018 |
Anciens postes connus de Michael Patrick O'Keeffe
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch Global Wealth Management Group | Corporate Officer/Principal | 30/09/2010 |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Corporate Officer/Principal | 31/12/2003 |
Callan LLC
 Callan LLC Investment ManagersFinance Callan applies a process-driven approach to building efficient, low cost portfolios. All portfolios are built on the basis of a clearly articulated top-down approach that is grounded in academic or empirical research. This top-down discipline creates a set of portfolio construction rules for every portfolio which help to take the emotion out of the manager selection and rebalancing process. | Corporate Officer/Principal | 31/12/1989 |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Corporate Officer/Principal | 31/12/1987 |
Formation de Michael Patrick O'Keeffe
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
78
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Finance |
Pomona College
 Pomona College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Callan LLC
Callan LLC Investment ManagersFinance Callan applies a process-driven approach to building efficient, low cost portfolios. All portfolios are built on the basis of a clearly articulated top-down approach that is grounded in academic or empirical research. This top-down discipline creates a set of portfolio construction rules for every portfolio which help to take the emotion out of the manager selection and rebalancing process. | Finance |
Claremont Graduate University
 Claremont Graduate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch Global Wealth Management Group | |
Anderson School of Management
 Anderson School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stifel Nicolaus & Co., Inc. (Investment Management)
Stifel Nicolaus & Co., Inc. (Investment Management) Investment ManagersFinance Stifel Nicolaus-IM employs a diverse range of active equity, fixed income, asset allocation, and alternative investment strategies. | Finance |
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