O'Keefe Stevens Advisory, Inc.

Please join us in welcoming the newest member of our team, Susan Tsakos! Susan previously worked alongside Peter O’Keefe as an Office Manager at O’Keefe Shaw Inc., and after a 22-year hiatus, reconnected with him. During this period, she spent over two decades managing operations at a major powersport dealership.

At O’Keefe Stevens Advisory, Inc., Susan will manage administrative and operational matters for Peter O’Keefe, as an Executive Assistant.

Apart from work, Susan is an avid traveler and explorer. Susan enjoys hosting events with close friends, gardening, and the Buffalo Bills.

Welcome Susan!

On Tuesday the Greater Rochester Chamber of Commerce announced the Rochester Top 100 list. Our team is thrilled to be included on this prestigious list alongside other growing businesses in our community!

Please click the link below to read our press release.

https://www.okeefestevens.com/okeefe-stevens-advisory-named-to-greater-rochester-chamber-top-100-list/

We are so excited to share we made the Greater Rochester Chamber of Commerce Top 100 list for 2024.

Thank you to our team and valued clients for making this possible! We are looking forward to finding out our ranking and celebrating at the awards ceremony on November 6th!

We are excited to announce the 2024 Greater Rochester Chamber Top 100 list of fastest-growing, privately-owned companies headquartered in 🎉 This year's Top 100 list collectively generates nearly $5B in annual revenue and employs over 20,000 individuals

The community is invited to join us on Wednesday, November 6th to help reveal the rankings and celebrate the massive economic impact of these organizations. Read more: https://www.greaterrochesterchamber.com/2024/08/20/greater-rochester-chamber-reveals-2024-top-100-list-of-fastest-growing-companies/

We were recently featured in a Rochester Business Journal article highlighting the 10 Rochester area businesses that made the Inc. 5000 list. Congratulations to everyone who made it!

10 Rochester-based firms land on annual Inc. 5000 list Two advertising and marketing firms top the list of 10 businesses headquartered in the Rochester area that have been named to the 2024 Inc. 5000.

We are thrilled to announce that O'Keefe Stevens Advisory has been recognized by Inc. Magazine in the 2024 Inc 5000, ranking at #4570! This prestigious list celebrates the fastest-growing private companies in America. This achievement reflects our team's hard work and dedication. Thank you to our clients for your trust and support.

Read the press release here: https://bit.ly/4dE6s9d

Stay tuned for Tuesday! Our team can't wait to share our big news with you!

Our team has some exciting news to share soon. Stay tuned for the announcement on 8/13!

We are delighted to announce Grace Stolberg transitions to a financial advising role today. Please join us in applauding Grace and wishing her all the best for the journey ahead!

Please join me in welcoming our Fall Intern, Grace Stolberg!

Grace is a Senior at Nazareth University in Rochester, NY. She joins our team with a strong knowledge of finance, accounting, and economics. Grace is pursuing her Certified Financial Planning certification and plans to be a financial advisor.

We're excited to have you on the team and can't wait to see what you'll learn and accomplish!

We hosted our second Value Conversation Quarterly Investor Call of the year yesterday afternoon. Peter O'Keefe and Justin Stevens discussed the current state of the markets and economy, dividends, and updates on a few holdings in our portfolio. Click the link below to access the recording.

If you have any questions or comments on the content, please email [email protected].

https://www.youtube.com/watch?v=Bv1UWmFBQZQ&t=1280s

Advisory services offered through O’Keefe Stevens Advisory, an investment advisor registered with the U.S. Securities and Exchange Commission.

O'Keefe Stevens Advisory Value Conversation Quarterly Call Q2 2023

Our first newsletter of 2023 is now available on our website.

This quarter we provide our perspective going into 2023. We reflect on our stance on Cryptocurrency and the current news surrounding the speculative "asset". We also provide a summary of the SECURE Act 2.0 passed by Congress in 2022.

We highly encourage you to click the link to read it. If you have any questions or comments on the content, please email [email protected].

The Value Connection - Q1 2023 Click to read our latest quarterly newsletter! Email [email protected] with questions and/or comments.

Our Q4 Fact Sheet is now available. Click the link below to access it.

If you have any questions on the content, please email [email protected].

OSA Fact Sheet Q4 2022 Click to view the Q3 2022 Portfolio Fact Sheet for O'Keefe Stevens Advisory.

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Money Mindset Moment

Nothing goes in one direction forever…Cycles always prevail eventually…Just about everything is cyclical. Howard Marks

You only have to do a very few things right in your life so long as you don’t do too many things wrong. Warren Buffett

Did you catch our 4th Quarter Investor Call today? Markets are down, but what does that mean for future returns for investors? Check out what we have to say on YouTube!

https://youtu.be/RBukj2GbiUY

Money Mindset Moments

You will be much more in control, if you realize how much you are not in control. Benjamin Graham

Our fourth quarter newsletter is now posted on our website! Click the link below to view it.

This quarter we provide our up-to-date perspective on what is going on in the market. We discuss dividend growth in the portfolio and why it’s so important during inflationary times. We also provide some insights about how cheap stocks have become in the previous months.

If you have any questions or comments, please email [email protected].

https://www.okeefestevens.com/the-value-connection-q4-2022/

Disclaimer: The information in our newsletter is not intended to constitute individual investment advice and is not designed to meet your personal financial situation.

The Value Connection - Q4 2022 Click to read our latest quarterly newsletter! Email [email protected] with questions and/or comments.

Money Mindset Moment

“Buy a stock the way you would buy a house. Understand and like it such that you’d be content to own it in the absence of any market.” Warren Buffett

Our Fact Sheet for Q3 2022 is now posted on our website.

This document contains information about our portfolio composition, our top ten holdings, quarterly highlights for a few of the companies we own, as well as our investment beliefs. Click the link below!

https://www.okeefestevens.com/osa-fact-sheet-q3-2022/

Advisory services offered through O’Keefe Stevens Advisory, an investment advisor registered with the U.S. Securities and Exchange Commission.

OSA Fact Sheet Q3 2022 Click to view the Q3 2022 Portfolio Fact Sheet for O'Keefe Stevens Advisory.

Meet Kristen

Kristen Faso, Operations Associate, has a BS in Organizational Leadership and Supervision from Purdue University. She has previous experience at Horizon Investment Services and Park Piedmont Advisors, wealth management companies local to Chicago. Kristen joined O’Keefe Stevens Advisory in 2022 as an Operations Associate. Kristen’s role is to conduct client service and support Firm operations.

Outside of the office, Kristen enjoys golf, reading, walking her dog, and time with family. Kristen lives in Schererville, IN.

“You get recessions, you have stock market declines. If you don't understand that's going to happen, then you're not ready, you won't do well in the markets.” Peter Lynch

Meet Evan

Evan Carr, Senior Relationship Manager, has a BS in Health Science from Nazareth College of Rochester. Evan spent 14 years in medical device sales with Stryker and Medtronic. Evan’s role at O’Keefe Stevens is to develop new relationships. Evan lives in Penfield, NY and is a member at Irondequoit Country Club.

Although the last game of the season for the Rochester Red Wings didn’t go as planned, our team still had a great time supporting our hometown baseball team! Looking forward to next season!

Meet Dominick

Dominick D’Angelo, Research Analyst, has a BS in Finance & Economics from Canisius College. He has previous experience at the Ohio Public Employees Retirement System and the Rose Hill Group of WNY LTD. Dominick joined O’Keefe Stevens Advisory in 2021 and will manage research for the Firm portfolio in collaboration with Peter O’Keefe. Dominick passed the Level 3 CFA® Exam in 2021 shortly after joining the firm.

Apart from work, Dominick is an avid golfer. He enjoys listening to podcasts, Buffalo sports teams, and reading.

Money Mindset Moment

“Expect the best. Prepare for the worst. Capitalize on what comes.” Zig Ziglar

Money Mindset Moment

“In the short run, the market is a voting machine but in the long run, it is a weighing machine.” Benjamin Graham

Meet Adam

Adam Deutsch, CFP ®, Financial Advisor, has a BS in Management with a concentration in Marketing from St. John Fisher College of Rochester. He has previous experience at American Portfolios, Mutual of America and Morgan Stanley. Adam joined O’Keefe Stevens Advisory in 2020 as a Financial Advisor and will provide O’Keefe Stevens Advisory clients with the high level of service they expect and deserve.

Outside of the office, Adam is an accomplished hiker. He has climbed all 46 Adirondack High Peaks and is working on the task again, only this time in the winter! He resides in Downtown Rochester with his wife Whitney.

Money Mindset Moments

“You only have to do a very few things right in your life so long as you don’t do too many things wrong.” Warren Buffett

Carly Flanigan, Chief Compliance Officer & Client Experience Manager, has a Bachelor of Science degree in Sport Management from St. John Fisher College. Carly began her career as a Marketing Associate for ConServe, Inc. in 2014. She transitioned her skills to a new role of Client Experience Coordinator in 2015 with the O’Keefe & Stevens Team.

Carly’s current role is to make sure that O’Keefe Stevens Advisory is conducting business in full compliance with all securities industry laws and regulations. Carly also manages all aspects of client service and coordinates the marketing and event planning for the firm. Carly and her husband, Mike, live in Irondequoit, NY.

In her free time, Carly enjoys spending time with her husband and pets, watching sports, and has been a season ticket holder of the Buffalo Bills for a decade.