“The essence of investment management is the management of risks, not the management of returns.”

Benjamin Graham

A Comprehensive Investment Approach

With access to Stifel’s high-caliber resources – including professional research analysts and economic and market strategists – I am prepared to help you make informed investment decisions based on your needs and risk tolerance.

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Our Philosophy

As your primary financial resource, I strive to deliver a transparent client experience aimed at building long-lasting relationships while seeking to provide the best strategies possible for your financial needs.

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Stay Informed

Latest News

Read, watch, or listen to our timely investor insights.

Sight|Lines
Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.

Podcast
Market Pulse
Market Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.

Whitepaper
Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

Podcast
Conversations with Michael O'Keeffe
Stifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.

Podcast
Sight|Lines Video
Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.

Video
Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

Video