Peter O’Keefe CFP®

CHIEF INVESTMENT OFFICER

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 Trubee Collins 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 Sage Rutty & Company, a local firm in Rochester, NY. Peter and his wife, Renee, live in Greece, NY with their two children Renee Dallas and Daniel.

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Address

One Bausch and Lomb Place, Suite 920, Rochester, NY 14604

Phone

(585) 340-6538

info@okeefestevens.com

Hours of Operation

Monday through Friday
9:00am to 5:00pm

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Investment advisory services offered through O’Keefe Stevens Advisory, Inc., an SEC Registered Investment Advisor.

Our Work

The numbers for "Clients We Serve," "Assets Under Management," and "Percentage in Top 10 Holdings," are as of March 31, 2022.

Additional information about O’Keefe Stevens Advisory, Inc. is also available online at www.adviserinfo.sec.gov or http://brokercheck.finra.org/. CRD # 286338

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The testimonials provided are from current O’Keefe Stevens Advisory clients. These are unsolicited statements and are shared with the permission of each client. No compensation is provided for these testimonials and no known conflicts of interest exist (i.e. statements from family members, employees, etc.). Each client retains the right to request immediate removal of these statements from our marketing materials at any time.