Michael O'Keeffe’s Email & Phone

Michael O'Keeffe Contact Details

Location:
Greater New York City Area
Work:
Managing Director @ Stifel Financial Corp.
Founder @ Triangle Park LLC
Managing Director, Chief Investment Officer @ Merrill Lynch
Education:
MA, Operations Research @ Claremont Graduate University
About:

Experienced leader in institutional investment and wealth management, with particular expertise in multi-asset portfolio management.

Managing Director @ Founding partner of a wealth management business, with responsibilities focused on multi-asset investment management. From December 2013 to Present (2 years 1 month) Founder @ Strategic advisor to various companies, including engagements in investment management M&A, multi-asset platform design, web-delivered 

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