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Podcast: DealQuest Podcast with Corey Kupfer
Episode: Episode 221: M&A Talk with Leading RIA Aggregators and Integrators: Claire O’Keefe of Cerity Partners
Description: Claire O'Keefe has an impressive resume in the wealth management industry. As Partner and the Head of Partner Development in Cerity Partners’ Chicago office, she also serves as member of the company’s Executive Committee. Prior to her roles at Cerity Partners, Claire has held leadership positions at two wealth management firms, where she was responsible for:
Strategic planning
Client Development
Advisory services to affluent individuals, business owners, executives, and nonprofit organizations.
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Claire is a strong advocate for philanthropy, and has served on the Henry Viscardi School Board of Trustees, as well as being involved with...