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Senior Vice President and Chief Operating Officer · Okabena Investment Services Inc

Scott M. Russett

CRD 6318700 · Named on Form ADV at one SEC-registered adviser

At a glance

Okabena Investment Services Inc, an SEC-registered private fund adviser based in Minneapolis, MN with $2.1 billion in regulatory assets, lists Scott M. Russett on its Form ADV as Senior Vice President and Chief Operating Officer, a control person.

Firms and roles

AtlasMembers

Scott’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • James H. FieldPresident (12/2019), Director, Okabena Investment Services Inc
  • Tobin J. DaytonDirector, Okabena Investment Services Inc
  • Thomas B. DoranDirector (08/2019), Vice President and Senior Client Portfolio Manager, Okabena Investment Services Inc
  • Jocelyn A. HenkensiefkenVice President and Chief Compliance Officer, Okabena Investment Services Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.