AI Prospecting for O'Keefe Stevens Advisory
Company data:
Company size:
7 employeesWebsite URL:
https://www.okeefestevens.comIndustry
Financial ServicesHeadquarters:
Rochester, New York, USAInvestment round:
N/AARR:
N/ALatest news about O'Keefe Stevens Advisory
Here are some of the most recent media mentions. Use them in your sales prospecting to qualify a prospect's buyer intent and personalize outreach with the latest company updates
O'Keefe Stevens Advisory was recognized by Inc. Magazine in the 2024 Inc 5000, ranking at 4,570, highlighting the firm's robust growth and impact in the financial advisory sector, driven by its commitment to delivering personalized financial strategies[2].
O'Keefe Stevens Advisory initiated new positions in Alibaba (BABA) and Perrigo (PRGO) in Q2 2024, citing undervalued potential in both companies despite various risks and challenges. They also noted positive developments in Five Point Holdings (FPH) and the launch of BGC Group's FMX Futures Exchange[3][4].
O'Keefe Stevens Advisory, Inc. recently filed their latest SEC holdings report for the period ending December 31, 2024, disclosing 73 total holdings with a portfolio value of $323,321,984. Notable new positions include BlackRock, Inc. (BLK), Calumet, Inc. (CLMT), and Entergy Corporation (ETR). The firm also reported significant increases and decreases in portfolio allocations, with top increases in NVIDIA Corporation and QUALCOMM Incorporated, and top decreases in various securities including Chevron Corporation and General Electric Company[1].
Open job positions at O'Keefe Stevens Advisory
This company is actively hiring to fill these roles. Use this for sales prospecting if your solution assists, augments, or provides an alternative for the growing team and position.
