Mark D. O'Keefe
Plus aucun poste en cours
Profil
Prior to joining Bainco International Investors in 1999, Mr. O'Keefe worked seven years in the asset management division of Cabot, Cabot & Forbes in both portfolio accounting and commercial property management.
During the next five years, he was the controller and director of operations of a food service business.
He holds a NASD Series 28 license as principal of financial services, operations, and record keeping relating to securities transactions.
Mr. O'Keefe earned a Bachelor of Science degree in Accounting and an Associates degree in Business Management from Bentley College.
Anciens postes connus de Mark D. O'Keefe
| Sociétés | Poste | Fin |
|---|---|---|
| Cabot, Cabot & Forbes of New England, Inc. | Corporate Officer/Principal | - |
Bainco International Investors LLC
 Bainco International Investors LLC Investment ManagersFinance Bainco International Investors LLC (Bainco) is a wealth management firm headquartered in Boston, Massachusetts. It was founded by Samuel Bain in 1987. The firm was acquired by Cerity Partners LLC in 2021. Bainco provides asset management services to high-net worth individuals and families as well as their related trusts, foundations, partnerships, retirement accounts and insurance policies. | Directeur Financier/CFO | - |
Formation de Mark D. O'Keefe
| Bentley University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Bainco International Investors LLC
Bainco International Investors LLC Investment ManagersFinance Bainco International Investors LLC (Bainco) is a wealth management firm headquartered in Boston, Massachusetts. It was founded by Samuel Bain in 1987. The firm was acquired by Cerity Partners LLC in 2021. Bainco provides asset management services to high-net worth individuals and families as well as their related trusts, foundations, partnerships, retirement accounts and insurance policies. | Finance |
| Cabot, Cabot & Forbes of New England, Inc. |
