Svetlana Kot joined Rebalance as Vice President of Finance and Operations from EQIBank, where she was in the role of Controller. In her role as Vice President of Finance and Operations at Rebalance, Svetlana is responsible for finance, operations and compliance. In addition, she manages the firm’s functional platforms to facilitate scalable growth. She also holds a Series 65 securities license

Svetlana has more than a decade of accounting and financial planning and analysis experience at a variety of organizations, including the Tulsa Ballet Theatre, Integrity Gaming, and BKD CPAs & Advisors, all based in Tulsa, OK. 

A native of St. Petersburg, Russia, Svetlana came to the U.S. in 2001 when her husband began a fellowship at Harvard University. She has a unique career background: prior to beginning her journey in accounting and finance, she was on a path focused in chemistry, and earned a B.S./M.S. in Chemistry from St. Petersburg State University in Russia. Following her relocation to the U.S., Svetlana achieved a Certificate in Accounting and an M.S. in Business Analytics, both from The University of Tulsa.

Svetlana and her family lived in Madison, WI, before permanently settling in Tulsa, where her husband, Alexei, is an Associate Professor of Physics and Engineering Physics at The University of Tulsa.  They have two daughters, Alisa (19) and Vera (13). In her free time, Svetlana enjoys traveling, visiting family and friends, and growing orchids.