Claire O'Keefe
Back

Claire O'Keefe

Partner
Claire is a Partner in the Chicago office and the Director of Corporate Development. 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.

We’d love to hear from you!

Complete the form below or call one of our offices.

!
!
!
!
!
!

Please check the field marked with "!" for errors.
Thank you for contacting Cerity PartnersWe will be in touch shortly.

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

(248) 205-4280

Chicago

227 W Monroe St
Chicago, IL 60606

(312) 715-3800

Chicago

65 E Wacker Pl
Chicago, IL 60601

(312) 645-1899

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

(216) 464-6266

Denver

4725 S Monaco St
Denver, CO 80237

(303) 753-1053

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

(817) 877-1040

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

(310) 456-6343

Louisville

801 Main St
Suite 120
Louisville, CO 80027

(303) 604-0505

New York

335 Madison Ave
New York, NY 10017

(212) 850-4260

Orange County

3200 Bristol St
Costa Mesa, CA 92626

(714) 415-4990

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Chicago

65 E Wacker Pl
Chicago, IL 60601

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Suite 120
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626