Peter S. O’Keefe, CFP®, Chief Investment Officer and CEO, has a BS in Business Administration from Canisius College. Peter began his investment advisor career in 1980 at a local firm based in Buffalo, NY. Peter was a partner and served as Secretary/Treasurer of the business. In 1996, Peter founded O'Keefe Shaw, Inc. a broker/dealer located in Buffalo, NY. He also served as the co-chair for the Ride for Roswell for two years. In 2009, Peter made the decision to merge his practice with a local firm in Rochester, NY. Peter and his wife, Renee, live in Greece, NY with their two children Renee Dallas and Daniel.
Justin D. Stevens, CFP®,
Justin D. Stevens, CFP®, President, has a BS in Business Administration from Nazareth College of Rochester. Justin began his investment advisor career in 2009 at Sage Rutty and Company, Inc. in Rochester, NY. During his tenure, Justin was the youngest First Vice President and became the youngest shareholder in the business. Additionally, he received the Rochester Business Journal’s Forty Under 40 Award for his success in business and service to the community. Justin successfully completed the University at Pennsylvania’s Wharton School of Management’s Security Industry Institute Program in 2017. Justin is active in the Rochester Community, serving on the board of the Friends and Foundation of the Rochester Public Library, and the Young Leadership Council of Nazareth College. Justin and his wife, Bethany, live in Brighton, NY with their two children, Brynne and Caden.
Operations and Human Resource Manager
Marissa Bell, Operations and Human Resource Manager, has a BS in Journalism from State University of New York College of Brockport. Marissa began her career as a licensed agent for Metropolitan Life Insurance Corporation in 2010. In 2011, she joined Peter and Justin at Sage Rutty and Company, Inc. as a licensed Financial Services Associate. Marissa’s experience and background have led her to her new role in managing the operations for the firm, as well as the human resource department. Marissa and her husband, Mike, live in Webster, NY with their two kids, Jonathan and Faye.
Chief Compliance Officer and Client Experience Manager
Carly Flanigan, Client Experience Manager, has a BS in Sports Management from St. John Fisher College. Carly began her career as a marketing associate for ConServe, Inc. in 2014. She transitioned her skills to a new role of Client Experience Coordinator in 2015 with the O’Keefe and Stevens Team. Carly’s role is to manage all aspects of client service and coordinate the marketing and event planning for the firm. Carly and her husband, Mike, live in Irondequoit, NY.