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Christopher P O'Keefe

Logan Capital Management, Inc.

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About Christopher P O'Keefe

Christopher O'Keefe is an Investment Advisor Representative at Logan Capital Management, Inc. Christopher has been in the industry since 2001. Christopher holds a Series 65 license. Christopher is also a Chartered Financial Analyst. Christopher specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies.

Firm Information

Christopher O'Keefe is currently registered with Logan Capital Management, Inc.. Logan Capital Management, Inc. is an investment advisor headquartered in Newtown Square, Pennsylvania. The firm manages a total of $2,459,101,392 in regulatory assets under management for a diverse client base including individuals, high-net-worth individuals, corporations, partnerships, trusts, pension and profit-sharing plans, charitable organizations, insurance companies, and investment companies. The firm provides portfolio management, financial planning, and publication of periodicals, and also selects other advisers for clients. Logan Capital Management, Inc. participates in wrap fee programs.
Logan Capital Management, Inc.

3843 WEST CHESTER PIKE

NEWTOWN SQUARE, PA 19073

$2.46B

Assets Under Management

14

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher O'Keefe’s Registration & Firm History

PA

06/19/2020 - Present

Logan Capital Management, Inc. (NEWTOWN SQUARE PA)

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Licenses & Designations

IA

Issued 04/30/1996

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher P O'Keefe.
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