Christopher O'Keefe
Lead Portfolio Manager, Logan Dividend Performers and Balanced Strategies at Logan Capital Management Inc.
About
Christopher O'Keefe, CFA®, is the Managing Director and Lead Portfolio Manager at Logan Capital Management, Inc. in West Chester, PA, where he oversees the Logan Dividend Performers and Dividend Performers Balanced Strategies. He is responsible for managing more than $1 billion in dividend-focused portfolios, implementing strategies aimed at delivering consistent income and downside protection for clients.
His investment approach centers on high-quality dividend growth equities, including companies that have demonstrated steady dividend increases over at least five years, as well as diversified balanced strategies that combine approximately 60% equity and 40% fixed income holdings. O'Keefe places a particular emphasis on sectors known for dividend resilience such as consumer staples, financials, healthcare, industrials, and energy, along with integrating fixed income allocations in balanced portfolios.
Before joining Logan Capital in 2019, O'Keefe served as Managing Director at Sovereign Asset Management and held portfolio management and analyst roles at Affiliated Wealth Managers. He holds a Bachelor’s degree in Economics, Business, and History from Villanova University. With over three decades of investment experience, O'Keefe is recognized for his expertise in dividend growth investing and his significant contributions to the development and management of long-standing dividend-focused strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Logan Capital Management, Inc. | Lead Portfolio Manager, Logan Dividend Performers and Balanced Strategies | Feb 2019 to Present | Team leader for the Logan Dividend Performers and Dividend Performers Balanced separate account strategies. Specialize in the Energy and Financial sectors. |
| Sovereign Asset Management | Managing Director | Jan 2001 to Present | Senior portfolio manager and team leader for boutique asset manager Sovereign Asset Management. Sovereign is a subsidiary of Manulife Asset Management. Sovereign manages nearly $2 billion in separat... |
| Affiliated Wealth Managers | Portfolio Manager and Analyst | Jan 1995 to Nov 2000 | Portfolio Manager/Analyst managing a value strategy as well as growth and income. |
Education
Villanova University
Bachelor, Economics, Business and History
1982 — 1986
Others at Logan Capital Management Inc. (13)
| Name | Role | Location |
|---|---|---|
| Principal | PA , United States | |
B Bill Fitzpatrick | Managing Director and Portfolio Manager | Chicago, IL , United States |
| Fixed Income Analyst | Newtown Square, PA , United States | |
J Jennifer Rosen | Managing Director | Philadelphia, PA , United States |
M Marvin Kline | Managing director | Narberth, PA , United States |
P Peter Cooke | Managing Director | PA , United States |
R Rich Buchwald | MD | Philadelphia, PA , United States |
S Stephen Lee | Principal | Philadelphia, PA , United States |
| Managing Director and Portfolio Manager | Chicago, IL , United States | |
D Deborah G | Managing Director | NY , United States |
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