Daniel O'Keefe, CFA®, CFP®

Daniel O'Keefe, CFA®, CFP®

Private Wealth Manager

A key member of the ensemble practice, Dan O’Keefe earned a B.S. degree in finance from the University of Rhode Island. He returned to the Capital Region upon graduation and is active in the local community. Dan has served on the parish council of St. Peter’s Armenian Church in Watervliet, NY. Dedicated to continued studies in the industry, Dan earned the CERTIFIED FINANCIAL PLANNER™ professional designation at Bryant and Stratton College and the CFA® designation. Dan is instrumental in the construction and analysis of client model portfolios and enjoys giving clients peace of mind on their retirement and finances. 

Dan enjoys networking with business professionals, community service, sports and physical fitness. Dan and his wife, Alexandra, live in Voorheesville, NY with their daughter, Charlotte, son, Everett, and dog, Rose.