Chief Investment Officer, IP&S CIO Office
www.choosestifel.com/cio-office

Michael O'Keeffe is Chief Investment Officer and Head of Investment Strategy for Stifel. He leads the creation of investment insights on markets, strategic and tactical asset allocations, and opportunistic/thematic investment ideas and manages a team comprised of market strategists, portfolio construction consultants, and behavioral and quantitative finance specialists.

Mr. O’Keeffe joined Stifel in 2013. His past experience includes serving as Chief Investment Officer and Head of Investment Management & Guidance for Merrill Lynch Global Wealth Management. There he was instrumental in strengthening the framework used by financial advisors, including asset allocation, to deliver investment solutions to clients. He also served as head of the Wilshire Funds Management Group at Wilshire Associates. Earlier in his career at Wilshire Associates, Mr. O’Keeffe was an institutional consultant. He began his career in Wilshire’s Analytics division, applying his skills as a mathematician to investment analysis across all asset classes.

In addition to holding the Chartered Financial Analyst^® designation, Mr. O’Keeffe earned a B.A. in Mathematics from Pomona College, an M.A. in Operations Research from Claremont Graduate School, and an M.B.A. in Finance from the Anderson School of Management at UCLA.