Profile
Stephen Joseph O'Keefe worked as a Managing Director & Head of Equity Analytics at Avalon Advisors LLC from 2003 to 2019.
Prior to that, he worked as a Principal at American General Corp.
and Texas Commerce Bank, NA.
He also worked as a Statistical Programmer at Visual Numerics, Inc. from 1981 to 1987.
O'Keefe received his graduate degree from The University of Texas at Austin in 1985 and his undergraduate degree from the University of Houston in 1977.
Former positions of Stephen Joseph O'Keefe
| Companies | Position | End |
|---|---|---|
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Analyst-Equity | 2019-12-30 |
| Texas Commerce Bank, NA (Lubbock, Texas) | Corporate Officer/Principal | - |
Visual Numerics, Inc.
 Visual Numerics, Inc. Packaged SoftwareTechnology Services Visual Numerics, Inc. provides technical software solutions including numerical and visual data analysis. The company provides solutions to the aerospace, defense, education, manufacturing, automotive, pharmaceutical, and telecommunications markets. Its customers include Coleman Research, Sandia National Laboratories, Global Advisors, Johnson Controls, DuPont, and Teradata. The company was founded by Charles W. Johnson in 1970 and is headquartered in Houston, TX. | Corporate Officer/Principal | - |
| American General Corp. | Corporate Officer/Principal | - |
Training of Stephen Joseph O'Keefe
| University of Houston | Undergraduate Degree |
| The University of Texas at Austin | Graduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
Visual Numerics, Inc.
Visual Numerics, Inc. Packaged SoftwareTechnology Services Visual Numerics, Inc. provides technical software solutions including numerical and visual data analysis. The company provides solutions to the aerospace, defense, education, manufacturing, automotive, pharmaceutical, and telecommunications markets. Its customers include Coleman Research, Sandia National Laboratories, Global Advisors, Johnson Controls, DuPont, and Teradata. The company was founded by Charles W. Johnson in 1970 and is headquartered in Houston, TX. | Technology Services |
| American General Corp. | Finance |
| Texas Commerce Bank, NA (Lubbock, Texas) | Finance |
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