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Karriereverlauf von Kari T. Norman
Ehemalige bekannte Positionen von Kari T. Norman
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Okabena Investment Services, Inc.
![]() Okabena Investment Services, Inc. Investment ManagersFinance Okabena Investment Services, Inc. (OIS) is a SEC-registered investment advisor and multi-family office headquartered in Minneapolis, Minnesota. The firm is a wholly owned subsidiary of Okabena Co. (OC), a family office which was founded in 1967 to provide a variety of financial services to the founding family. OC created OIS in 1994 to house its investment function going forward. OIS offers investment advisory services to tax-exempt organizations such as charities, foundations and endowments as well as to other high-net worth families and individuals. The firm also serves as the sponsor, manager, and discretionary investment adviser to private investment funds (OIS Private Funds). | Mitglied des Investmentausschusses | 23.06.2010 | 31.12.2010 |
Portfolio Manager-Aktien | 01.01.2004 | 23.06.2010 | |
Portfolio Manager-Fixed Income | 01.01.2004 | 31.12.2010 |
Ausbildung von Kari T. Norman
Williams College | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
---|---|
Okabena Investment Services, Inc.
![]() Okabena Investment Services, Inc. Investment ManagersFinance Okabena Investment Services, Inc. (OIS) is a SEC-registered investment advisor and multi-family office headquartered in Minneapolis, Minnesota. The firm is a wholly owned subsidiary of Okabena Co. (OC), a family office which was founded in 1967 to provide a variety of financial services to the founding family. OC created OIS in 1994 to house its investment function going forward. OIS offers investment advisory services to tax-exempt organizations such as charities, foundations and endowments as well as to other high-net worth families and individuals. The firm also serves as the sponsor, manager, and discretionary investment adviser to private investment funds (OIS Private Funds). | Finance |
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