Founded by Peter O'Keefe, CFP® and Justin Stevens, CFP® on April 1, 2017, O'Keefe Stevens Advisory has grown to manage over $400 million for affluent families through disciplined value investing. Peter O'Keefe brings 44 years of investment experience and previously founded O'Keefe Shaw, Inc. in Buffalo before merging with a Rochester-based firm in 2009. Justin Stevens began his career in 2009, became the youngest First Vice President and shareholder at Sage Rutty and Company, and received Rochester Business Journal's Forty Under 40 Award. The firm serves 798 fully discretionary accounts exclusively for United States persons, including 204 individual accounts and 114 high net worth individual accounts. Under their leadership, the firm earned recognition on the 2024 INC 5000 list and Rochester's Top 100 for rapid growth, and has been featured in Forbes, Business Insider, U.S. News, and The Real Deal.

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O'Keefe Stevens Advisory employs a disciplined value investing philosophy inspired by Benjamin Graham's definition that an investment upon thorough analysis promises safety of principal and an adequate return. The firm focuses on buying securities at significant discounts from their current underlying values and holding them until more of their value is realized. They are primarily attracted to asset oriented securities trading at low prices compared to their underlying book value, replacement costs, or liquidating values, especially those that generate significant free cash flows. The firm maintains concentrated portfolios of 25-30 well-researched investments diversified across sectors and geographies, emphasizing long-term value realization over short-term performance. Risk management is central to their approach, with the firm believing that considering the downside risks of an investment is the most important aspect of their investment process.

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