01. About Us
O’Keefe Stevens Advisory, Incorporated provides financial planning services and value investment management to a clientele of long-term oriented, affluent families. We follow a clearly defined and disciplined Investment Process.
02. Our Philosophy
O’Keefe Stevens Advisory is a team of disciplined “value” investors. We believe that investors can make greater and more consistent gains when they invest in a diverse, but concentrated, portfolio of securities acquired when those securities are priced below their intrinsic value.
03. Our Process
O’Keefe Stevens Advisory’s governing policy is stewardship. Client’s interests are always placed first and foremost. We serve clients with net worth of five hundred thousand to several million dollars. The team continually strives to improve services by leveraging education, technology, and people in a simple, straight-forward manner.
We invest client portfolios in a mix of securities such as stocks, corporate bonds, government bonds, and money market funds. The mix among the securities alternatives is determined by their relative attractiveness at a specific time. The national and international economic climates and market conditions are keys in the mix decision.
Financial planning services are provided to clients to assist them in pursuing both short and long range financial goals. We begin this process by gathering information about the client’s current financial condition. After clarifying the client's goals, we identify past efforts and current abilities toward the pursuit of those goals. We follow the initial analysis with ongoing progress reviews.
Justin D. Stevens, CFP®, President, has a BS in Business Administration from Nazareth College of Rochester. Justin began...
Chief Investment Officer and CEO
Peter S. O’Keefe, CFP®, Chief Investment Officer and CEO, has a BS in Business Administration from Canisius College...
Associate Financial Advisor
Adam Deutsch, CRPS®, Associate Financial Advisor, has a BS in Management with a concentration in Marketing from St. John...
Chief Operations Officer
Marissa Bell, Chief Operating Officer, has a BS in Journalism from State University of New York College of Brockport...
Chief Compliance Officer and Client Experience Manager
Carly Flanigan, Chief Compliance Officer & Client Experience Manager, has a Bachelor of Science degree from St. John...