Jacob Wolkowitz
Direttore degli Investimenti presso Accredited Investors, Inc.
Provenienza dei contatti di primo grado di Jacob Wolkowitz
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
32
| Private Company | Investment Managers | 32 |
Carleton College
18
| College/University | Other Consumer Services | 18 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jacob Wolkowitz tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| JPMorgan Trust I | Director/Board Member Director/Board Member | ||
| THE TRAVELERS COMPANIES | Property/Casualty Insurance | Private Equity Analyst | |
| JPMorgan Fleming Mutual Fund Group, Inc. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
JPMorgan Mutual Fund Group
 JPMorgan Mutual Fund Group Investment Trusts/Mutual FundsMiscellaneous Part of JPMorgan Chase & Co., JPMorgan Mutual Fund Group is an open-end investment fund/unit trust. The company is based in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| JPMorgan Mutual Fund Investment Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| University of Notre Dame | College/University | Undergraduate Degree | |
Technology Business Research, Inc.
 Technology Business Research, Inc. Investment ManagersFinance Technology Business Research, Inc. (TBR) is an independent investment research firm headquartered in Hampton, New Hampshire. The firm was founded in 1996 and they specialize in providing in-depth and timely insights within the computer, software, telecommunications, mobility and professional services industries. TBR’s proprietary process is based on highly-focused research, company-centric data and expert analysis. | Investment Managers | Analyst-Equity | |
Ameriprise Financial Services LLC
 Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
JPMorgan Trust III
 JPMorgan Trust III Investment Trusts/Mutual FundsMiscellaneous JPMorgan Trust III is an open-end, management investment company. The company was founded on November 14, 2013 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Ulland Investment Advisors LLC
 Ulland Investment Advisors LLC Investment ManagersFinance Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Compliance Officer | |
Booz Allen Hamilton, Inc.
 Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Engineering & Construction | Corporate Officer/Principal | |
| Iowa State University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Chief Administrative Officer Undergraduate Degree | |
| Drake University | College/University | Undergraduate Degree | |
| Georgia Southern University | College/University | Undergraduate Degree | |
| Hamline University | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Doctorate Degree | |
| Kansas State University | College/University | Undergraduate Degree Graduate Degree | |
| Texas Tech University | College/University | Graduate Degree | |
| Yale University | College/University | Graduate Degree | |
| Minnesota State University-Mankato | College/University | Undergraduate Degree | |
| North Dakota State University | College/University | Graduate Degree | |
| Purdue University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
| JPMorgan Trust II | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| University of Vermont | College/University | Undergraduate Degree | |
| Georgetown University | College/University | Graduate Degree | |
McMaster-Carr Supply Co.
 McMaster-Carr Supply Co. Wholesale DistributorsDistribution Services McMaster-Carr Supply Co. supplies and markets industrial parts. It distributes air conditioners, clamps, drills, exhaust fans, generators, pipes, pumps, valves, saws, switches and thermal insulation. The company was founded in 1901 and is headquartered in Elmhurst, IL. | Wholesale Distributors | Corporate Officer/Principal | |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| THOMSON REUTERS CORPORATION | Internet Software/Services | Corporate Officer/Principal | |
Amdocs, Inc.
 Amdocs, Inc. Packaged SoftwareTechnology Services Amdocs, Inc. provides software solutions and services. It offers customer management, digital lifestyle services, revenue management, network functions virtualization, advertising and media, operations support systems, centralized management and optimization solution, amadocs delivery, network control, support services, and unified foundation. The firm also offers strategic business consulting, testing services, document management as a service, order to activation, program and business services, digital services, gateway services, managed services, and contact center services. The company was founded by Boaz Dotan in 1982 and is headquartered in Chesterfield, MO. | Packaged Software | Corporate Officer/Principal | |
Webb Financial Group LLC
 Webb Financial Group LLC Investment ManagersFinance Webb Financial Group LLC provides investment advice. The private company is based in Bloomington, MN. | Investment Managers | Corporate Officer/Principal | |
The Wealth Enhancement Group, Inc.
 The Wealth Enhancement Group, Inc. Investment ManagersFinance The Wealth Enhancement Group, Inc. provides investment advisory services. Its services include tax-efficient wealth accumulation planning, asset protection, estate tax, charitable, business, executive benefit, fringe benefit, education, retirement planning and investment and asset allocation planning. The company was founded by Michael S. Ross in October 1996 and is headquartered in Alpharetta, GA. | Investment Managers | Corporate Officer/Principal | |
Ropes & Gray LLP
 Ropes & Gray LLP Miscellaneous Commercial ServicesCommercial Services Ropes & Gray LLP provides legal and private equity services. Its practice areas include asset management, banking, business and commercial litigation, business restructuring, capital markets and corporate governance and compliance. The company was founded in 1865 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
OSP LLC (Minnesota)
 OSP LLC (Minnesota) Investment ManagersFinance OSP LLC (Minnesota) (OSP) is a private equity subsidiary of OSP LLC founded in 2010 by Jerry O'Brien & Warren Staley. The firm is headquartered in Edina, Minnesota. | Investment Managers | Private Equity Investor | |
| Harvard Business School | College/University | Masters Business Admin | |
| The Curtis L. Carlson School of Management | College/University | Undergraduate Degree | |
Mimik Technology, Inc.
 Mimik Technology, Inc. Internet Software/ServicesTechnology Services Mimik Technology, Inc. is a mobile technology company that provides digital services to businesses. The company was founded by Fay Arjomandi and S. Sharif in 2009 and is headquartered in Vancouver, Canada. | Internet Software/Services | Corporate Officer/Principal | |
JPMorgan Trust IV
 JPMorgan Trust IV Investment Trusts/Mutual FundsMiscellaneous JPMorgan Trust IV operates as an open-end management investment company. The company was founded on November 11, 2015 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| University of Chicago Center In Paris | College/University | Masters Business Admin | |
Carlson Private Capital Partners
 Carlson Private Capital Partners Investment ManagersFinance Carlson Private Capital Partners (Carlson Private Capital) is a private equity subsidiary of Carlson, Inc. founded in 2018. The firm is headquartered in Minnetonka, Minnesota. | Investment Managers | Private Equity Investor |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Canada | 3 |
| Francia | 2 |
Settori
| Consumer Services | 26 |
| Finance | 10 |
| Miscellaneous | 9 |
| Technology Services | 4 |
| Commercial Services | 3 |
Posizioni
| Undergraduate Degree | 47 |
| Corporate Officer/Principal | 34 |
| Director/Board Member | 29 |
| Portfolio Manager-Equities | 28 |
| Analyst-Equity | 26 |
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