Debra Ohstrom, CFA Joins IOICM Platform With a Focus on Wealth Management Firms

Debra will be a part of IOI Capital and Markets’ growing network of professionals and she will focus on educating, connecting, and helping wealth management firms differentiate themselves by providing their clients with improved access to alternative investments

iownit is excited to announce Ms. Debra Ohstrom, CFA is joining its broker-dealer subsidiary, IOI Capital and Markets. Debra will focus on educating, connecting, and helping wealth management firms differentiate themselves by providing their clients with improved access to alternative investments, and simplified asset management solutions for their practices.

Based in South Carolina, Debra brings over 25 years of experience in the financial services industry. Debra has raised over $3 billion in the asset management investment space. 

For the past 13 years, Debra has worked with RIA wealth managers, custodians, and TAMPS, representing AllianzGI across its investment offering to enable advisors to build optimal portfolios for their clients. Prior to working at AllianzGI, Debra has had roles in manager research and asset allocation at Private Banks and other financial institutions based in New York.  

Debra will be a part of IOI Capital and Markets’ growing network of professionals and she will focus on the RIA and TAMP channels, with an emphasis on alternative investments. She will also work to help educate investors on how iownit’s investment platform can help them improve their private investment management processes, and access private securities markets.

An alum of Hofstra University, Debra earned her MBA in Banking and Finance and a BBA in Accounting. Debra also holds a Chartered Financial Analyst designation from the CFA Institute.

If you have any questions you can contact Debra directly at: 
debra_ohstrom@iownit.us

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