Our Team

Our Team

Katie Miller

Katie was the first OIM student intern, working from June 2008 until her graduation from Holy Cross in 2009. Katie's focus was the implementation of our new Client Relationship Manager (CRM), which helps us maintain accurate client information. She currently resides in the New York City area, where she works as an associate buyer at a large retailer.

Courtney Heffernan

Courtney worked at OIM from May 2009 until her graduation from Holy Cross in 2010. She finalized the implementaton of our new CRM system and organized all client files in preparation for our "Go Green" paperless initiative. After graduating from Holy Cross, Courtney moved to the Boston area and is now working as a fixed income operations analyst.

Sean Kimball

Sean worked at OIM from April 2011 until his graduation from Holy Cross in May 2012. Sean started our "Go Green" paperless initiative, scanning client files for electronic storage.  After graduation, Sean moved to the Boston area and is currently working as an audit associate.

Briana Cuevo

Briana worked at OIM from March 2012 until her graduation from Holy Cross in May 2013. She continued the "Go Green" paperless initiative, scanning client files for electronic storage, and assisted with investment research. Briana is currently working at an investment management firm in the Boston area.
 

Tim Moczula

Tim worked at OIM from April 2013 until his graduation from Holy Cross in May 2014. He assisted Tom with daily activities, including document storage and investment research. After graduating from Holy Cross, Tim moved to Boston, and is currently working as an analyst for a market research firm.

Andrew Mellinger

Andrew worked at OIM from April 2014 until his graduation from Holy Cross in May 2015. He assisted Tom with daily activities including document maintenance and storage, investment research, and client mailings. Andrew was a key coordinator of the OIM / Academic Internship Program partnership (below). After graduating from Holy Cross, Andrew joined a private equity firm in Greenwich, CT.

Samantha Moor

Sam worked at OIM from September 2014 until April 2015. She worked closely with Tom, helping to follow up and complete client account maintenance. She graduated from Holy Cross in May 2015.

Currently, Sam is an assistant merchandiser in the fashion industry in New York City.

JT Frank

JT worked at OIM from February 2016 until his graduation from Holy Cross in May 2016. JT focused on updating all of Tom's client portfolio's and establishing new portfolio criteria. After graduating from Holy Cross, JT moved to Boston and is now working in the Associate Sales Program for a technology company.

Jeff Daniels

Jeff began his internship at OIM in the beginning of June 2015 and will be working until his graduation from Holy Cross in May of 2016. Jeff is an Economics and Political Science double major and has participated in the Summer Business Program and Finance Boot Camp at Holy Cross. At OIM Jeff will be creating market reports, maintaining and updating client accounts, as well as assisting Tom with many other daily activities.

Academic Interns
O'Keefe Investment Management (OIM) has also partnered with the College of the Holy Cross Academic Internship Program (AIP) since 2014. Holy Cross student interns work part-time throughout either the fall or spring semester. They perform the same tasks as our summer interns in order to gain a better understanding of an investment advising firm and its operations.

Abby Marjollet

Abby was the first Holy Cross student to work at OIM for school coursework credit as part of the Holy Cross Academic Internship Program (AIP). Abby graduated from Holy Cross in 2014, and is currently working for a financial institution in the Boston area.

John Daly

John worked at OIM for course credit as part of Holy Cross’ Academic Internship Program from August to December 2014. John graduated from Holy Cross in May 2015, and now works with a global financial market data firm in New York City.  

Nicole Wiegman

Nicole worked at OIM for course credit as part of Holy Cross’ Academic Internship Program from September to December 2014. Nicole graduated from Holy Cross in May 2015, and then began a rotational Financial Management Program with General Electric.

Midori Marsh

Midori worked at OIM for course credit as part of Holy Cross’ Academic Internship Program from January to April 2014. Midori graduated from Holy Cross in May 2015.

Currently, Midori is an assistant merchandiser in the fashion industry in New York City.

Megan Gaughan

Megan worked at OIM for course credit as part of Holy Cross’ Academic Internship Program from January to April 2014. Megan graduated from Holy Cross in May 2015.

Currently, Megan is working in the financial services industry in New York City.

Margaret Fox

Meg worked at OIM for course credit as part of Holy Cross’ Academic Internship Program from January to April 2014. Meg graduated from Holy Cross in May 2015, and is currently working in a commercial banking rotational program in the Chicago area.

Sydney Latour

Sydney worked at OIM during her junior year as part of Holy Cross’ Academic Internship Program from January to May 2016. She focused primarily on scanning client files for electronic storage and organizing client data. Sydney will graduate from Holy Cross in May 2017, and plans to pursue a career in the financial services industry.

Kevin Dauwer

Kevin worked at OIM during his junior year as part of Holy Cross’ Academic Internship Program from January to May 2016. He focused primarily on consolidating client account information and updating Tom’s client mailing list. Kevin will graduate from Holy in May 2017, and plans to pursue a career in the financial services industry.