Jacob Wolkowitz
Direttore degli Investimenti presso Accredited Investors, Inc.
Posizioni attive di Jacob Wolkowitz
Società | Posizione | Inizio | Fine |
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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 | - |
Membro del Comitato di Investimento | 01/05/2005 | - | |
Gestore di Portafoglio-Azioni | 01/05/2005 | - |
Storia della carriera di Jacob Wolkowitz
Formazione di Jacob Wolkowitz
Carleton College | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Posizioni
Chief Investment Officer | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Settori
Finance | 2 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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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 |
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