Stephen J. O’Keefe, CFA

Stephen J. O’Keefe is a Managing Director and Head of Equity Analytics at Avalon Advisors. Prior to joining Avalon, Stephen was Head of Quantitative Equity Analysis at Chase Global Asset Management, where he designed, developed and ran all quantitative analyses for support of mutual fund, institutional and private client equity management. Before joining American General Corp. (now a part of AIG) as a quantitative equity analyst, Stephen worked as a statistical programmer/analyst with Visual Numerics in Houston. Stephen is a Chartered Financial Analyst and a member of the CFA Institute and CFA Society Houston.



  • M.S. Biometry, University of Texas School of Public Health (1985)
  • B.S. Mathematics, University of Houston (1977)



Stephen J. O’Keefe, CFA

Managing Director

Head of Equity Analytics

2929 Allen Parkway, Suite 3000, Houston, TX 77019 | 713.238.2050

755 E Mulberry Avenue, Suite 105, San Antonio, TX 78212 | 210.694.4329

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