Simply put, your goals are my goals.
My Approach
From concentrated equity positions and privately held businesses to advanced estate planning strategies, my clients’ needs are beyond the capabilities of a call center or a faceless institution. These complexities demand an approach that is targeted and constructed for each defined need and objective. Whether it encompasses hedging and monetization strategies, asset management, or investment banking, I can provide a tailored approach that is unique to your situation and access to the specialized professional resources of Stifel.
My Clients
My clients range from successful entrepreneurs and business executives to retirees, high-net-worth families, corporations, and institutions. The common thread my clients share is their own unique set of circumstances that dictate an investment strategy that is specific to them.
Stay Informed
Latest News
Read, watch, or listen to our timely investor insights.
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
Podcast
Sight|Lines VideoSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.
Video
- Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video
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