Okabena Investment Services, Inc.
okabena.com Layer unknown
Okabena Investment Services, Inc. is an SEC-registered investment adviser and part of an independent multi-family office. It provides customized investment services to families and select tax-exempt institutions.
Okabena Investment Services, Inc. is a family office headquartered in Minneapolis, United States, founded in 1967.
“Our solutions-based investment program delivers diversified and customized portfolios, with a focus on preserving wealth and creating growth opportunities.”
— Okabena Investment Services, Inc., own website
- Layer
- Layer unknown
- Type
- Family office
- Stage
- Not stated
- Headquarters
- Minneapolis, United States
- Founded
- 1967
- How to reach it
- Its contact page on its own site
Team, as Okabena Investment Services, Inc. publishes it
- James H. Field, CFA President and CEO, Okabena Company; President, Okabena Investment Services, Inc.
- Thomas B. Doran, CFA Vice President and Senior Client Portfolio Manager
- Kyle W. Drake, CFA, CAIA Investment Manager
- Brian E. Ekart, CPA Senior Investment Accounting Analyst
- Emma-Jo R. Giesler Senior Investment Analyst
- Jack G. Graff Investment Analyst
- Jocelyn A. Henkensiefken Vice President and Chief Compliance Officer, Okabena Investment Services, Inc., Vice President, Okabena Company
- Chelsie M. Larsen, CPA Director of Investment Accounting
- Julie A. LaViolette Investment Administrator
- Eric L. Pirkl, CFA Sr. Vice President and Chief Investment Officer
- Scott F. Rewey, CFP ® Senior Client Portfolio Manager
- Scott M. Russett, CPA Senior Vice President and Chief Operating Officer
Names and roles exactly as listed on okabena.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Okabena Investment Services, Inc. publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://okabena.com/name, is_investor, type, hq_country, hq_city, thesis_quote, description, founded, status, approach_url
- https://okabena.com/team/people
Record 8346 · added 2026-09-29 · link last verified 2026-10-21 · confidence high
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