Becky Klevan
Gestionnaire de Portefeuille-Actions chez Accredited Investors, Inc.
Profil
Ms. Rebecca S.
Klevan, CFA MBA, is a Wealth Manager & Shareholder at Accredited Investors, Inc. A member of Accredited’s Wealth Management group, she is responsible for developing and directing client planning strategies.
She is a board member and vice-chair of the financial leadership committee at the Women’s Foundation of Minnesota, as well as a board member of MinnPost.
Previously she worked in the investment department of two endowment offices focused on alternative investments, with prior experience as an equity derivatives trader.
She received her undergraduate degree from Northwestern University and an MBA from Harvard Business School.
She is a Chartered Financial Analyst and Certified Financial Planner.
Postes actifs de Becky Klevan
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/08/2013 |
Formation de Becky Klevan
| Northwestern University | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |