Profile
Dimitar Todorov Valchev worked as an Investment Analyst at Okabena Investment Services, Inc. from 2010 to 2020.
He holds an MBA from the University of St. Thomas, which he received in 2010, and an undergraduate degree from the University of Sofia.
Former positions of Dimitar Todorov Valchev
| 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). | Analyst-Equity | 01/07/2020 |
Training of Dimitar Todorov Valchev
| University of Sofia | Undergraduate Degree |
| University of St. Thomas | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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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