O'Keefe Stevens Advisory, Inc.

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O'Keefe Stevens Advisory, Inc. O'Keefe Stevens Advisory, Inc. is a SEC registered Investment Advisor focused on value investing.

This social media page is designed for informational purposes only and is not intended to provide specific or personalized financial advice. Disclosure:https://okeefestevens.com/wp-content/uploads/2022/04/Social-Media-Disclaimer.pdf

Today we celebrate 15 years of Marissa Bell, SHRL®, our Chief Operating Officer! 🎉 Since joining the team in 2011, Maris...
11/02/2026

Today we celebrate 15 years of Marissa Bell, SHRL®, our Chief Operating Officer! 🎉

Since joining the team in 2011, Marissa has grown with the firm and now leads our operations and human resources. Her dedication keeps everything running, and our clients and colleagues are better for it.

Thank you, Marissa, for 15 wonderful years!

10/30/2026

Parts A, B, C, and D each play a different role in your Medicare coverage, and the choices you make this season can affect your health care and your wallet for the year ahead.

In our latest podcast episode, Justin Stevens and Adam Dulski break down what each part covers, what to watch for during annual enrollment, and how to feel confident about your decisions.

Listen to the full episode, “Medicare Annual Enrollment: Understand the A, B, C’s and D’s,” at the link in our bio. 🎧



Adam Dulski is a licensed Medicare Broker in the State of New York. He may not offer every plan available in your area, and viewers can contact Medicare.gov or 1-800-MEDICARE for all their options.

10/28/2026

AI has been one of the biggest conversations in investing lately, but could your portfolio be relying on it a little too much? 🤔

At our 2026 Investor Forum, we discussed the growing influence of artificial intelligence on the market and why it's important to look beyond the excitement when making long-term investment decisions.

It's conversations like these that make our annual Investor Forum so valuable. We love having the opportunity to share our perspectives, answer questions, and connect with our clients!

🎥 Curious to hear more? Watch our full 2026 Investor Forum discussion on our YouTube channel!

https://youtu.be/O3R9rbIabWU

Your company gets acquired and a big payout lands in your account almost overnight. Exciting, right? It’s also when the ...
10/26/2026

Your company gets acquired and a big payout lands in your account almost overnight. Exciting, right? It’s also when the questions start piling up. 😅

In an article by Grace Stolberg, we walk through how one family handled a roughly $600K payout from company stock and options. The investing was only part of it. We also looked at taxes, retirement, insurance, and estate plans, and caught a tax reporting error worth about $50K along the way.

You can read the full article here:
https://okeefestevens.com/how-one-family-navigated-600k-company-buyout/

Have questions about your own situation? Tap the link in our bio to schedule a call with our advisors. 💜

Easy to reach. Always explaining the “why.” Thank you, Krista, for the kind words! Being accessible and walking you thro...
10/23/2026

Easy to reach. Always explaining the “why.”

Thank you, Krista, for the kind words! Being accessible and walking you through our investment philosophy is what we’re all about.

Ready to talk about your goals? Link in bio to connect with our team.

Testimonial from a current client, not compensated.

10/21/2026

How many Mozarts never had the chance to be heard? 🎶

This moment from our 2026 Investor Forum got us thinking about how much talent once went undiscovered, and how the internet has given more people a chance to share what they do with the world.

We loved getting together with our clients and having conversations like this. Thank you to everyone who joined us!

Watch the full video on our YouTube channel for more from this year’s forum.
https://youtu.be/O3R9rbIabWU?si=1Ib89RdF_s1YUOG6

Do you know what you’re really paying for your investments? For one client, getting a clear answer led to more than $44,...
10/19/2026

Do you know what you’re really paying for your investments? For one client, getting a clear answer led to more than $44,000 in annual investment cost savings.

In her latest article, Grace Stolberg shares how our team helped him simplify his accounts and bring his financial decisions into one coordinated plan.

Check out the full article here!

https://okeefestevens.com/how-one-client-saved-44000-annually-in-investment-costs/

10/14/2026

Why not just invest in the S&P 500? 📈

It’s a question we hear often, and it’s a good one!

While the S&P 500 has historically delivered strong returns, there’s more to investing than simply following an index. Your financial goals, risk tolerance, and long-term strategy all play a role in determining what makes sense for your portfolio.

At O’Keefe Stevens Advisory, we believe investing should be about more than just keeping up with the market. It should be about building a strategy that works for you.

🎥 Watch as we explore this common investing question!

Our Q3 2026 Fact Sheet is here!As we wrap up another quarter, we’re taking a look at our portfolio, recent investment ac...
10/12/2026

Our Q3 2026 Fact Sheet is here!

As we wrap up another quarter, we’re taking a look at our portfolio, recent investment activity, and the principles that continue to guide our decisions.

At O’Keefe Stevens Advisory, our approach remains the same: focus on long-term value, stay patient, and make thoughtful investment decisions with our clients in mind.

Take a look at our latest fact sheet to see what we’ve been up to this quarter and learn more about our investment philosophy!

We’re hiring a Summer 2027 Equity Research Intern!O’Keefe Stevens Advisory, a fundamentals-driven, long-only investment ...
10/12/2026

We’re hiring a Summer 2027 Equity Research Intern!

O’Keefe Stevens Advisory, a fundamentals-driven, long-only investment adviser based in Rochester, NY, is seeking a Summer Equity Research Intern (May–August 2027). This is a hands-on, hybrid role (4 days in-office, 1 remote) offering meaningful exposure to real buy-side research.

You will work directly with our investment team- building and maintaining models, analyzing filings, participating in management calls, and contributing to investment discussions.

What You’ll Gain:
· Practical valuation and modeling experience
· Exposure to primary research and company due diligence
· Insight into how a concentrated, long-term portfolio is managed

Qualifications:
· Genuine passion for investing and independent thinking
· Solid accounting foundation
· Current sophomore or junior pursuing a bachelor’s degree
· Ability to work from our Rochester office four days per week

💼 Term: 10 weeks (May–August 2027)
💰 Pay: $18/hour, 40 hours/week
📍 Location: Rochester, NY (Hybrid)

To apply, visit the Indeed posting and upload your resume (PDF), cover letter, and an independently developed writing sample (such as a stock pitch, investment write-up, or other individual work).

https://lnkd.in/gr84GUeq

Address

1 Bausch And Lomb Place
Rochester, NY
14604

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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