Jacob Wolkowitz

Direttore degli Investimenti presso Accredited Investors, Inc.

Finance

Consumer Services

Posizioni attive di Jacob Wolkowitz

Società	Posizione	Inizio	Fine
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	-

Carleton College

Undergraduate Degree

Distribuzione geografica

Stati Uniti

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

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

Aziende private

Finance