Mr. O’Keefe brings over 25 years of experience in wealth management and the financial services industry in the Americas and Europe, and has built, developed and led teams in over 35 countries. Mr. O’Keefe focuses on delivering short cycle assignments to clients, including strategy development, digital strategy and assessment, change management, strategic marketing and sales force effectiveness.
Prior to joining A&M, Mr. O’Keefe was with Tindeco Financial Services AG, a Swiss based financial technology focused on the asset management and wealth management sectors where he was responsible for building professional sales and client acquisition marketing.
Prior to joining Tindeco, he spent 18 years with UBS AG starting at PaineWebber within their International Equity Research Sales Team. Soon after the purchase of PaineWebber by UBS, he was chosen to start up and lead Global Sales Management for its wealth management organization at headquarters in Zurich. Remaining in Zurich, he was subsequently Head UBS Brazil Wealth Management, Head of Entrepreneurs Segment for Latin America. In his last position at UBS, he was Global Head of Investment Bank education, focused on product and sales education for their distribution units.
Mr. O’Keefe’s career within financial services started as a High Net Worth Advisor covering Latin America with Prudential Bache in their International Client Group located on Gold Street in New York City.
Mr. O’Keefe earned a bachelor of arts degree from Marist College in history with an economics minor. Additionally, he attended and received a certificate in Global Sales Force Management from the Wharton School of Business.