Adam Deutsch

Financial Advisor at O'Keefe Stevens Advisory, Inc. - Rochester, NY, US

Adam Deutsch's Colleagues at O'Keefe Stevens Advisory, Inc.
Carly Szydlowski

Chief Compliance Officer & Client Experience Manager

Contact Carly Szydlowski

Marissa Bell

Operations and Human Resource Manager

Contact Marissa Bell

Evan Carr

Senior Relationship Manager

Contact Evan Carr

Carly Flanigan

Chief Compliance Officer & Client Experience Manager

Contact Carly Flanigan

Adam Deutsch's Contact Details
HQ
585-340-6538
Location
Rochester, New York, United States
Company
O'Keefe Stevens Advisory, Inc.
Adam Deutsch's Company Details
O'Keefe Stevens Advisory, Inc. logo, O'Keefe Stevens Advisory, Inc. contact details

O'Keefe Stevens Advisory, Inc.

Rochester, NY, US • 10 - 19 Employees
Financial Services

O'Keefe Stevens Advisory, Incorporated provides value investment management and financial planning services to a clientele of like-minded, affluent families. We follow a clearly defined and disciplined Investment Process. We are registered with and regulated by the United States Securities and Exchange Commission. OSA is an independent operation that embodies the value investment approach. Our primary objective is to develop and secure the financial well-being of our clients. We believe in a working relationship that serves the best interests of our clients. Our work often involves other members of the client's advisory team-- for example, accountants, attorneys, bankers, and insurance brokers. If needed, we stand ready to introduce our clients to other capable professionals and we are happy to work with their existing advisors.Our contribution is mainly in continuing to achieve, for clients, a superior return on investments, consistent with the preservation of capital and with the individual goals of clients. We accomplish this by investing in securities with growth potential, while at the same time, focusing on safety of principal. Crucial to this mission is buying securities when they are priced at a discount to their underlying asset values.

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Details about O'Keefe Stevens Advisory, Inc.
Frequently Asked Questions about Adam Deutsch
Adam Deutsch currently works for O'Keefe Stevens Advisory, Inc..
Adam Deutsch's role at O'Keefe Stevens Advisory, Inc. is Financial Advisor.
Adam Deutsch's email address is ***@okeefestevens.com. To view Adam Deutsch's full email address, please signup to ConnectPlex.
Adam Deutsch works in the Financial Services industry.
Adam Deutsch's colleagues at O'Keefe Stevens Advisory, Inc. are Carly Szydlowski, Marissa Bell, Justin Stevens, Evan Carr, Carly Flanigan and others.
Adam Deutsch's phone number is 585-340-6538
See more information about Adam Deutsch