Thomas O'Keefe, CFA, CAIA


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 both a representative of Silicon Valley Bank as well as investment advisory and broker-dealer representative of SVB Wealth Advisory. SVB Wealth Advisory (member FINRA and SIPC; SEC-registered investment adviser) offers brokerage and investment management products and services, and is a wholly-owned, non-bank subsidiary of Silicon Valley Bank.

Investment products are offered by SVB Wealth Advisory and are:

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

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Head of Investment Strategy

Wealth Advisory
Office

Expert Insights from Thomas O'Keefe

Volatility picks up after a year-long hiatus

 

SVB Private Bank Market Review — Q1 2015

 

Positive Signs in the Tech Space? Q2 16 Market Recap

 

SVB Wealth Advisory Market Review — Q3 2015

 

SVB Wealth Advisory Market Outlook - Q2 2016