Peter S. O’Keefe headshot

Peter S. O’Keefe CFP®

Chief Investment Officer and CEO

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.