Carly Flanigan, Chief Compliance Officer, has a Bachelor of Science degree in Sport Management 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 current role is to make sure that O’Keefe Stevens Advisory is conducting business in full compliance with all securities industry laws and regulations. She obtained her Certified Securities Compliance Professional ® (CSCP) in 2021. Carly and her husband, Mike, and daughter, Courtland, live in Penfield, NY.