Ellen O'Keefe
Ellen O’Keefe is a Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank in Portland, Maine. Drawing on more than three decades of experience, Ellen enjoys making personal connections with her clients throughout New England, growing with them as their priorities evolve, and developing deep relationships with generations of their families.
A hallmark of her disciplined approach is her warmth and her ability to help clients avoid emotional decision-making to create portfolios based on research and long-term perspective. A skilled communicator, Ellen helps translate complex investing principles into easily understood concepts. She believes in a tailored approach to portfolio construction and looks to advance her clients’ long-term well-being with a high level of customization across multiple asset classes and investment vehicles.
Ellen joined Bank of America Private Bank and its predecessor banks in 1987. Her background also includes experience with IRA administration, portfolio support, and investment management. Ellen earned her Bachelor’s degree from the University of Southern Maine and holds a certificate in financial planning from Boston University.
Born and raised in Maine, Ellen and her husband have adult children, four grandchildren and their Labrador. She enjoys exploring the culinary scene in Portland and a variety of outdoor activities, including skiing at Sugarloaf Mountain.
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies, or plan future growth, our commitment is to make your goals our priority. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.