Profile
Ms. Norman joined Okabena Investment Services, Inc. in 2004.
Prior to Okabena, Ms. Norman spent over three years with Cambridge Associates, Boston, working with foundation, endowment and high net worth clients.
Her primary responsibilities included research, analysis and recommendation of asset allocation, portfolio construction, and investment manager selection decisions, as well as ongoing investment program monitoring.
Prior to joining Cambridge Associates, Ms. Norman worked for Sibson & Company, New York, where she was responsible for research and project management.
Ms. Norman graduated from Williams College in Williamstown, Massachusetts with a bachelor of arts in economics and has obtained her Chartered Financial Analyst designation.
Former positions of Kari T. Norman
| Companies | Position | End |
|---|---|---|
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). | Investment Committee Member | 30/12/2010 |
Training of Kari T. Norman
| Williams College | Undergraduate Degree |
Experiences
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 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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