O'Keefe Stevens Advisory
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
1 Bausch and Lomb Pl Ste 920, Rochester,...Phone Number
(585) 340-6538Website
www.okeefestevens.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About O'Keefe Stevens Advisory
O'Keefe Stevens Advisory, Inc. provides personalized financial planning and investment management services designed to help clients grow and protect their wealth. Their offerings include retirement planning, tax optimization, cash flow management, and philanthropic strategies, all tailored to meet the unique needs of individuals and families. The firm emphasizes building trusting relationships and delivering clear, research-backed financial guidance to empower clients in their financial decisions. They serve clients across all 50 states, focusing on creating a confident financial future for their clients.Explore more
O'Keefe Stevens Advisory Org Chart
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2021
Debt
$107K
O'Keefe Stevens Advisory Tech Stack
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O'Keefe Stevens Advisory News & Media
O’Keefe Stevens’ New Portfolio Addition: Compass Minerals (CMP)
O’keefe Stevens Advisory, an investment advisory firm, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm views AI as a dominant theme in today’s market landscape, continuously exploring new and innovative applications. Its ability to transform workflows has proven to be impactful. While stories of AI errors […]AerCap (AER) Rose Due to Robust Secondary Market
O’keefe Stevens Advisory, an investment advisory firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here. 2024 was an eventful year for the fund, and its largest position, Nvidia (NVDA), grew over 170% as business remained robust. The 2024 results were satisfactory, with Nvidia and Fannie Mae (FNMA & […]Corning (GLW) Paid off in Q2
O’keefe Stevens Advisory, an investment advisory firm, released its second-quarter 2024 investor letter. A copy of the same can be downloaded here. Ongoing expectations of near-term rate reduction drove a 3.9% gain in the S&P 500, and companies like Nvidia led this. In the first half, Microsoft, Alphabet, Amazon, and Meta increased by more than […]Is This The Best Time to Add Alibaba (BABA) to Your Portfolio?
O’keefe Stevens Advisory, an investment advisory firm, released its second-quarter 2024 investor letter. A copy of the same can be downloaded here. Ongoing expectations of near-term rate reduction drove a 3.9% gain in the S&P 500, and companies like Nvidia led this. In the first half, Microsoft, Alphabet, Amazon, and Meta increased by more than […]
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O'Keefe Stevens Advisory, Inc. provides personalized financial planning and investment management services designed to help clients grow and protect their wealth. Their offerings include retirement planning, tax optimization, cash flow management, and philanthropic strategies, all tailored to meet the unique needs of individuals and families. The f... Read More
