Ross Levin
Directeur Général chez Accredited Investors, Inc.
Profil
Mr. Ross Levin is a Chief Executive Officer & Founder at Accredited Investors, Inc. He currently serves as Past Chair of the University of Minnesota Foundation.
He served as a committee member of the University of Minnesota Presidential Search Advisory Committee, is a former Chairman of the International Association for Financial Planning (now the FPA), and is a former member of the Board of Governors for the Certified Financial Planner Board of Standards.
He received his undergraduate degree from the University of Minnesota.
Postes actifs de Ross Levin
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. | Directeur Général | 01/01/1987 |
Anciens postes connus de Ross Levin
Sociétés | Poste | Fin |
---|---|---|
Minnesota Medical Foundation
Minnesota Medical Foundation Miscellaneous Commercial ServicesCommercial Services Since 1939, the Minnesota Medical Foundation has been raising and managing private gifts that expand what's possible in health and medical research, education, and care at the University of Minnesota. MMF also provides philanthropic counsel to the University of Minnesota Medical Center on matters related to the partnership between the University of Minnesota, University of Minnesota Physicians, and Fairview Health Services. | Président | - |
Formation de Ross Levin
University of Minnesota | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 2 |
---|---|
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 |
Minnesota Medical Foundation
Minnesota Medical Foundation Miscellaneous Commercial ServicesCommercial Services Since 1939, the Minnesota Medical Foundation has been raising and managing private gifts that expand what's possible in health and medical research, education, and care at the University of Minnesota. MMF also provides philanthropic counsel to the University of Minnesota Medical Center on matters related to the partnership between the University of Minnesota, University of Minnesota Physicians, and Fairview Health Services. | Commercial Services |