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Loopbaan van Kari T. Norman
Eerdere bekende functies van Kari T. Norman
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
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). | Lid van de Investeringscommissie | 23-06-2010 | 31-12-2010 |
Portefeuillebeheerder-Aandelen | 01-01-2004 | 23-06-2010 | |
Portfolio Manager-Fixed Income | 01-01-2004 | 31-12-2010 |
Opleiding van Kari T. Norman
Williams College | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 3 |
Operationeel
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectoraal
Finance | 2 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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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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