Michael Patrick O'Keeffe

Chief Investment Officer at

Stifel Nicolaus & Co., Inc. (Investment Management)

Finance

Consumer Services

Profile

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.

Michael Patrick O'Keeffe active positions

Companies	Position	Start
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.	Chief Investment Officer	2018-05-31

All active positions of Michael Patrick O'Keeffe

Former positions of Michael Patrick O'Keeffe

Companies	Position	End
Merrill Lynch Global Wealth Management Group	Corporate Officer/Principal	2010-09-29
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	2003-12-30
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	1989-12-30
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	1987-12-30

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Linked companies

Private companies	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