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Gregory O'Keefe FCSI

Gregory O'Keefe FCSI

Investment Advisor

Followers of Gregory O'Keefe FCSI45 followers
location of Gregory O'Keefe FCSIGreater Leeds Area

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  • Timeline

  • About me

    Investment Director, Investec Wealth & Investment

  • Education

    • Leeds Beckett University

      1992 - 1996
      BA (Hons) Business Studies

  • Experience

    • Redmayne Bentley

      Sept 1996 - Sept 1999
      Investment Advisor

      From University I worked as a dealer then as investment advisor for the firms advisory clients

    • Brown Shipley

      Sept 1999 - Aug 2001
      Investment Manager

      Working initially as an assistant to an Investment Director, I used my knowledge of markets, alongside becoming a qualified Investment Manager to manage my own client base.

    • Brewin Dolphin

      Aug 2001 - Oct 2023

      Day to day management of discretionary & advisory Portfolios. Development of client base through client referrals & professional connections Continued to manage my existing client base and worked closely with Investment Director to ensure continuity of service for discretionary and advisory portfolios.

      • Assistant Director

        Jun 2008 - Oct 2023

      • Investment Manager

        Aug 2001 - Jun 2008

    • Investec Wealth & Investment UK

      Oct 2023 - now
      Investment Director

  • Licenses & Certifications

    • Diploma

      Chartered Institute for Securities & Investment (CISI)

  • Volunteer Experience

    • Treasurer

      Issued by The Snowball on Sept 2013
      The SnowballAssociated with Gregory O'Keefe FCSI