O'Keefe Stevens Advisory, Inc.
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General Information
Locality: Rochester, New York
Phone: +1 585-340-6538
Address: 1 Bausch and Lomb Place 14604 Rochester, NY, US
Website: www.okeefestevens.com
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We hosted our third "Value Conversation" quarterly investor call of 2020 yesterday. If you missed it, please click the link below to listen. Topics include: -Market & Economic Update -Investment Philosophy: Value Investing... -Portfolio Updates -Areas of Opportunity You can also find our previous investor calls archived at this link. If you have any questions, please email Carly Flanigan at [email protected]. https://www.okeefestevens.com/value-conversation-quarterly-
Click the link to read the O'Keefe Stevens Value Connection 2nd Quarter Newsletter. It covers: - Updates relating to COVID-19 and the CARES Act - Maintaining investor focus, and - An introduction to our new team member, Adam Deutsch... https://www.okeefestevens.com/value-connection-newsletter
We are thrilled to announce the addition of Adam Deutsch, CRPS to our team as Associate Financial Advisor! Adam will soon join Justin and Peter in meetings to learn the O’Keefe Stevens way of doing things. We developed a curriculum for our client service, financial planning, and investing philosophies. Adam will spend time learning the OSA Way and also spend time studying for the CFP Exam. Our goal is to have Adam take on more client-facing responsibilities over time. Adam...’s experience includes time at American Portfolios, Mutual of America, and Morgan Stanley. He has his BS in Management with a concentration in Marketing from St. John Fisher College of Rochester. These different experiences led him to O’Keefe Stevens Advisory. He likes our team culture and client service approach. Outside of the office, Adam is an accomplished hiker. He has climbed all 46 Adirondack High Peaks and is working on the task again, only this time in the winter! He resides in Downtown Rochester with his girlfriend Whitney.
We recently hosted our first "Value Conversation" quarterly investor call of 2020. If you missed it, please click the link below to listen. You can also find our previous investor calls archived at this link. If you have any questions, please email Carly Flanigan at [email protected]. https://www.okeefestevens.com/value-conversation-quarterly-
Click below to read our First Quarter 2020 Value Connection Newsletter. If you have any questions or comments please send us an email to [email protected]. https://www.okeefestevens.com/value-connection-newsletter
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