Jacob Wolkowitz
Directeur en chef des Investissements chez Accredited Investors, Inc.
Profil
Mr. Jacob Wolkowitz, CFA, is a Chief Investment Officer & Shareholder at Accredited Investors, Inc. He spearheads the investment group that manages client portfolios.
He is a member of Accredited’s investment committee, meets directly with clients, and coordinates with Accredited’s Wealth Managers to create innovative solutions for clients’ long-term planning needs.
He serves as Treasurer on the Board of Directors for VocalEssence and is a Carleton College Alumni Annual Fund Class Agent.
He received his undergraduate degree from Carleton College.
He is a Chartered Financial Analyst.
Postes actifs de Jacob Wolkowitz
| Sociétés | Poste | Début |
|---|---|---|
Accredited Investors, Inc.
 Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Directeur en chef des Investissements | 01/01/2023 |
Formation de Jacob Wolkowitz
| Carleton College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Finance |
