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February 3, 2014updated 04 Apr 2017 2:32pm

Stifel appoints managing director for private client group

Stifel has announced that Michael O'Keeffe has joined Stifel, Nicolaus & Company, Incorporated as a Managing Director - Investments.

By Verdict Staff

Stifel has announced that Michael O’Keeffe has joined Stifel, Nicolaus & Company, Incorporated as a Managing Director – Investments.

Based in Florham Park, New Jersey, Mr. O’Keeffe will partner with Managing Directors Michael Sullivan and Josh Bledsoe, who recently joined Stifel from Merrill Lynch.

Mr. O’Keeffe’s past experience includes serving as Chief Investment Officer for Merrill Lynch Global Wealth Management and Chief Investment Officer/Head of Wilshire Funds Management Group at Wilshire Associates.

Ron Kruszewski, chairman, president, and CEO of Stifel Financial Corp, said: "Michael O’Keeffe is the latest highly regarded professional to join our Private Client Group in recent weeks. With almost 30 years of experience serving both individual and institutional investors, Michael is a tremendous addition to our firm."

Michael Sullivan, managing director – Private Client Group and eastern region director, Stifel, said: "We are excited to have Michael join our company, and I am proud to be his partner in providing wealth management and investment advisory services to our clients. Michael is a strong addition to our team, responsible for developing cross-organizational partnerships to strengthen client relationships. Our clients will particularly benefit from his knowledge and expertise in investment management."

O’Keeffe said: "I am thrilled to be a part of Stifel, a vibrant, growing organization. Over my entire career, I have maintained a client-centric business philosophy, maintaining that commercial success is ultimately determined by the client. My colleagues at Stifel share that philosophy."

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