Chief Compliance Officer and Client Experience Manager

Carly Flanigan, Chief Compliance Officer & Client Experience Manager, has a Bachelor of Science degree from St. John Fisher College. Carly began her career as a marketing associate for ConServe, Inc. in 2014. She transitioned her skills to a new role of Client Experience Coordinator in 2015 with the O’Keefe & Stevens Team. Carly’s role is to make sure that O’Keefe Stevens Advisory is conducting business in full compliance with all securities industry laws and regulations. Carly also manages all aspects of client service and coordinates the marketing and event planning for the firm. Carly and her husband, Mike, live in Irondequoit, NY.


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