O'Keefe Stevens Advisory, Inc.

Justin Stevens is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has been with O'Keefe Stevens Advisory, Inc. since 2017 and previously worked at Sage Rutty & Co. Inc. for eight years. He holds the Series 66 designation and is based in Rochester, NY. O'Keefe Stevens Advisory, Inc. is a fee-only, SEC-registered advisory firm with a four-advisor team managing approximately $425 million for around 315 client households. The firm provides personalized financial planning and asset management services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and small businesses, using a value-oriented investment approach focused on capital preservation and long-term equity investments.

Peter O'Keefe is a CFP® professional with 44 years of industry experience. He has worked at O'Keefe Stevens Advisory, Inc. since 2017 and previously spent eight years with Sage Rutty & Co Inc. He is based in Rochester, NY, and holds Series 63 and Series 65 licenses. O'Keefe Stevens Advisory, Inc. is a fee-only, SEC-registered advisory firm with a four-advisor team managing approximately $425 million for about 315 client households. The firm provides personalized financial planning and asset management to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and small businesses, employing a value-oriented investment approach focused on capital preservation and strategic asset allocation.

Kellan Peer is a financial advisor at O'Keefe Stevens Advisory, Inc. with a Series 65 credential and one year of industry experience. He has held various roles including ownership of two LLCs in power washing and online personal training, and serves as a registered agent providing consulting support for a therapy practice. O'Keefe Stevens Advisory, Inc. is a fee-only advisory firm with a four-advisor team managing over $420 million for approximately 315 client households. The firm offers personalized financial planning and asset management with a value-oriented investment approach focused on capital preservation and long-term equity investments.

Grace Stolberg is a financial advisor at O'Keefe Stevens Advisory, Inc. with two years of industry experience. She holds a Series 65 designation and has previously worked at SFG Wealth Management. Outside of her advisory role, she has worked in various positions including at Nazareth College and Peppermint Boutique. O'Keefe Stevens Advisory, Inc. is a fee-only, SEC-registered firm with a four-advisor team managing approximately $425 million for about 315 client households. The firm provides personalized financial planning and asset management to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and small businesses, using a value-oriented investment approach focused on capital preservation and long-term equity investments.