Michael O'Keefe

Michael O'Keefe is a seasoned wealth management professional with experience spanning various roles in the financial services industry. Currently serving as a Wealth Advisor Associate at Klingenstein Fields Advisors since May 2023, Michael has previously held key positions at First Republic Private Wealth Management as Associate Director and Registered Associate from March 2019 to May 2023. Early career experience includes roles as a Registered Client Associate at Merrill Lynch and Registered Representative at NEXT Financial Group, Inc. Michael began a career in finance as a Wealth Management Intern at Morgan Stanley in 2014. Academic credentials include a degree in Sociology and Business Administration and Management from Assumption University, completed in 2015.