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Okabena recognizes that human capital is our most important and valuable asset. In building our team we emphasize not only technical skills but also a strong cultural fit, based upon impeccable integrity, ethics, and values. Our organizational culture is characterized by our focus on the client, as evidenced by the company's mission:
"To deliver superior and lasting value to clients through excellent investment performance and creative, integrated financial services, focused on our core principles of integrity, dedication, and respect."
Delivering on this mission is a long-tenured group of professionals with extensive industry experience. Professional credentials among our employees include CFA, ChFC, CFP, CPA, JD, and MBA. Our team brings decades of experience in both commercial and private family office environments, providing clients with an exceptionally broad perspective. To maintain this perspective and ensure world-class service, our staff regularly engages in national-level benchmarking.
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