Claire O’Keefe serves as Partner, Head of Partner Development, and member of the Leadership Team at Cerity Partners. She has a deep appreciation for the unique fabric of our firm which she regularly refers to as her “forever home”.

Central to Claire’s philosophy is human connection. As Head of Partner Development, she is passionate about building relationships with both current and prospective partners and colleagues who are excited by the vision of our firm, share our cultural values, and are committed to serving the best interests of clients, colleagues, and the communities in which we operate. She believes that authenticity, empathy, active listening, high emotional intelligence, and genuine curiosity, form the bedrock of effective communication and trusted relationships. In her words, “The magic of our partnership is our people.”

Prior to joining Cerity Partners, Claire served as Chief Operating Officer and client advisor for two wealth management firms. In these roles, Claire’s responsibilities included strategic planning, client and colleague development, and client advisory for affluent individuals, business owners, executives, and nonprofit organizations.