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Christopher O'Keefe

Lead Portfolio Manager, Logan Dividend Performers and Balanced Strategies at Logan Capital Management Inc.

West Chester, PA , United States

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

OrganizationRoleDate RangeDetails
Logan Capital Management, Inc.Lead Portfolio Manager, Logan Dividend Performers and Balanced StrategiesFeb 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 ManagementManaging DirectorJan 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 ManagersPortfolio Manager and AnalystJan 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)

NameRoleLocation
Al Besse
Al Besse
PrincipalPA , United States
B
Bill Fitzpatrick
Managing Director and Portfolio ManagerChicago, IL , United States
David Kafes
David Kafes
Fixed Income AnalystNewtown Square, PA , United States
J
Jennifer Rosen
Managing DirectorPhiladelphia, PA , United States
M
Marvin Kline
Managing directorNarberth, PA , United States
P
Peter Cooke
Managing DirectorPA , United States
R
Rich Buchwald
MDPhiladelphia, PA , United States
S
Stephen Lee
PrincipalPhiladelphia, PA , United States
Dan Gruemmer
Dan Gruemmer
Managing Director and Portfolio ManagerChicago, IL , United States
D
Deborah G
Managing DirectorNY , United States
Showing 1-10 of 13 team members

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