John David O'KEefe

Employer firm

Cortland Associates Inc CRD 104681

$958M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 12/2017
  Ameriprise Financial Services, Inc.
  Norwalk, CT
• 12/2017 → Present
  Cortland Associates Inc.
  St. Louis, MO

Previous Registrations

• 2009-05-15 → 2017-12-14
  Ameriprise Financial Services, Llc
  Westport, CT
• 1994-02-07 → 2009-05-28
  Citigroup Global Markets Inc.
  Westport, CT
  Westport, CT

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-09

Other Names

• John David Okeefe
• Jack O'KEefe
• Jack O'KEefe