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Thomas O'Keefe, CFA, CAIA
Head of Investment Strategy
Wealth Management & Trust
Thomas O’Keefe is the Head of Investment Strategy, responsible for portfolio construction, manager due diligence and market insights. He is focused on driving investment solutions at a firm and client specific level.
Prior to joining SVB, Thomas spent 7 years with Hall Capital Partners, an investment advisor in San Francisco, CA for ultra-high net worth families and institutions. During his tenure with Hall, he contributed in structuring, analyzing and managing portfolios with a balance of optimizing performance, tax efficiency, risk preference and account organization.
Thomas graduated from the Santa Clara Leavey School of Business with a BS in Finance and earned an MS in Financial Analysis from the University of San Francisco. Thomas holds the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations and is a member of the CFA Society San Francisco.
The person named above is a representative of Silicon Valley Bank as well as an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser), and a broker-dealer representative of SVB Investment Services (member FINRA and SIPC). FINRA BrokerCheck
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