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Thomas O'Keefe

SVB Wealth

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About Thomas O'Keefe

Thomas O'Keefe is an investment advisor representative with SVB Wealth. Thomas is a Chartered Financial Analyst with a focus on providing wealth management advice to clients. Thomas has been in the industry since June 29, 2015. Prior to joining SVB Wealth, Thomas worked at SVB Investment Services Inc. and Silicon Valley Bank. Thomas is registered with the state of California and is also registered as an Investment Advisor Representative in Pennsylvania and Texas.

Firm Information

Thomas O'Keefe is currently registered with SVB Wealth. SVB Wealth, based in Boston, MA, provides a range of wealth management services to individuals, businesses, and institutions. They offer financial planning, portfolio management, planned giving, family office services, and educational seminars. The firm has a strong focus on serving high-net-worth individuals and corporations, managing over $6.6 billion in assets for a diverse clientele.
SVB Wealth

53 STATE STREET

BOSTON, MA 02109

$6.63B

Assets Under Management

35

Total Clients

89

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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planned giving, family office, wealth planning

Planned giving, family office, wealth planning

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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Thomas O'Keefe’s Registration & Firm History

CA

07/12/2022 - Present

SVB Wealth (San Francisco CA)

CA

07/02/2020 - 12/31/2023

SVB INVESTMENT SERVICES INC. (San Francisco CA)

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Licenses & Designations

BC

Issued 06/12/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/03/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas O'Keefe.
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