Jacob Wolkowitz

Direttore degli Investimenti presso Accredited Investors, Inc.

Finance

Consumer Services

Profilo

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.

Posizioni attive di Jacob Wolkowitz

Società	Posizione	Inizio
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.	Direttore degli Investimenti	01/01/2023

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Formazione di Jacob Wolkowitz

Carleton College

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Società collegate

Aziende private	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