Daily News: September 8, 2017

Alvarez & Marsal Names O’Keefe Senior Director


Alvarez & Marsal bolstered its Financial Industry Advisory Services practice with the appointment of Michael Henry O’Keefe as a senior director in New York.

O’Keefe will focus on A&M’s Wealth Management offerings, advising clients on strategic plans, regulatory gap remediation, price realization and enhancements to risk management and governance and service delivery models.

“Michael’s expertise aligns with A&M’s heritage of developing innovative, sustainable solutions that meet clients’ needs,” said Craig Walling, A&M managing director and Wealth Management practice leader. “The traditional wealth management industry business model is increasingly outdated. Michael’s proven change management track record and omnichannel approach experience will help our clients create value in this rapidly changing environment.”

O’Keefe brings more than 25 years of financial services industry experience. He specializes in advising clients on, and delivering short cycle assignments in, strategy development, digital strategy and assessment, change management, strategic marketing and sales force effectiveness.

Prior to joining A&M, O’Keefe was with Tindeco Financial Services, a Swiss-based financial technology focused on the asset management and wealth management sectors where he was responsible for building professional sales and client acquisition marketing.