Becky Klevan

Nessuna posizione attualmente

Consumer Services

Finance

Profilo

Rebecca Sara Parsons Klevan formerly worked at Accredited Investors, Inc., as Wealth Manager & Shareholder from 2013 to 2024.
Ms. Klevan received her undergraduate degree in 1998 from Northwestern University and Masters Business Admin degree in 2005 from Harvard Business School.

Precedenti posizioni note di Becky Klevan

Società	Posizione	Fine
Accredited Investors, Inc. Accredited Investors, Inc. Investment ManagersFinance AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed.	Gestore di Portafoglio-Azioni	01/09/2024

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Formazione di Becky Klevan

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Società collegate

Aziende private	3
Northwestern University Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Accredited Investors, Inc. Accredited Investors, Inc. Investment ManagersFinance AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed.	Finance
Harvard Business School Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services