Tom O'Keefe

Tom O'Keefe

Tom O'Keefe

Tom has been helping clients reach their financial goals for more than 34 years. Answering the phone when a client calls, returning messages if they are missed, making himself available to address questions or concerns, and helping clients navigate the sometimes confusing waters of the investment and financial planning world are just some of the ways Tom focuses on providing the highest level of service possible. Additionally, he has made it a priority for his practice to stay up to date with the latest technology and is always seeking new ways for clients to take advantage of these tools and resources as much as they wish.

History
Tom O'Keefe grew up in Worcester, Massachusetts. He graduated from Doherty Memorial High School in 1971 and from Holy Cross College in 1975 with a BA in economics. At graduation, he was commissioned a 2nd Lieutenant in the United States Air Force, where he served for four years of active duty. While in the USAF, he was an air weapons controller attached to the North American Air Defense Command. He attained the distinction of expert controller while on active duty. He was stationed in Florida, Virginia, Colorado, Canada, and New York. Upon separation from active duty, he joined the Massachusetts Air National Guard (101st Tactical Control Squadron) and continued service until 1985.

In June 1980, Tom started work for the former Paul Revere Insurance Company in its Worcester sales office, helping families and businesses meet their disability and life insurance needs as well as investing client's money. Six years later, he joined Andersen and Walsh to concentrate on investing retirement assets for individuals, businesses, and labor unions. In March 1998, Tom moved his practice to Bartholomew and Co. in Worcester, where he continued servicing his clients with an emphasis on searching for quality investments for them and providing superior service.

In January 2006, Tom moved his practice to allow a greater focus on his clients and their individual needs and goals. Because O'Keefe Investment Management is an independent financial firm and Tom is an Investment Adviser Representative of Commonwealth Financial Network®, he is able to provide his clients with the individual attention of a local company and the resources of a larger Wall Street firm.

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Personal
Tom has been married for 31 years and has been blessed with two boys, now young men. Tom, now aged 29, graduated from Villanova University (2016 NCAA Division 1 Basketball Champs) and works for a cyber-security firm in the Mid-Atlantic states. Chris, aged 26, graduated from Roger Williams University and works as a recruiter for a cyber security company in the Mid-Atlantic.

 

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Thomas P. O'Keefe is proud to have been recognized as a Business Experience advisor for 2016—a distinction based on annual production that places him among the top 49 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Business Experience advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Business Experience advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Intern Alumni

 

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Tom O'Keefe, Holy Cross Class of 1975, is proud to say, "Each of our previous student interns is employed and progressing in their respective careers."


Summer Interns
O'Keefe Investment Management has partnered with the College of the Holy Cross Summer Internship Program (SIP) since early 2008. Holy Cross student interns work part-time throughout the school year and full-time during the summer and holiday breaks. They perform hands-on work and gain a better understanding of an investment advising firm and its operations. Our summer student interns have been an important part of our firm, and each has made a significant contribution to the service of our clients.