O'Keefe Stevens Advisory, Inc. Email Format

Financial ServicesNew York, United States2-10 Employees

O’Keefe Stevens Advisory, Inc. operates in the financial services sector, offering value-oriented investment management and comprehensive financial planning tailored to affluent families. The firm emphasizes a disciplined investment process and seeks to balance capital preservation with growth by selecting securities priced below their underlying asset values, often coordinating with a client’s existing advisory team including accountants, attorneys, bankers, and insurance professionals. Based in Rochester, New York, the company positions itself as an independent operator focused on securing clients’ financial well-being and delivering superior investment results within a framework that aligns with individual goals.

The organization serves a niche market of like-minded, high-net-worth clients and maintains regulatory oversight as a registered investment advisor with the U.S. Securities and Exchange Commission. Recent developments include the hiring of Grace Stolberg as a Financial Advisor in 2024, reflecting ongoing personnel growth. The firm operates from its Rochester address and communicates its services through its website.

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