Claire O'Keefe

Claire O'Keefe

Claire is a Partner in the Chicago office and the Director of Strategic Partnerships. She is responsible for the development and management of the firm’s relationships with key intermediaries and clients.  Claire is a member of the firm’s Executive and Operating Committees.

Prior to joining Cerity Partners, Claire served as Chief Operating Officer for The Lyman Group in Seattle, WA and Heritage Strategies LLC, in New York, both member firms of M Financial Group. In these roles, Claire’s responsibilities included managing firm operations, strategic initiatives, business development, and client management. Throughout her career, she has focused her leadership on developing and managing partnerships and professional teams to provide wealth management services to affluent individuals and families and nonprofit organizations.

Claire has served as a Member of the Henry Viscardi School Board of Trustees, an organization she remains very passionate about, and has been involved with several other philanthropic organizations.

Claire received a Bachelors of Arts from Trinity College and a Masters of Business Administration from Stony Brook University. She is a member of Vistage.

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