Jacob Wolkowitz
Chief Investment Officer at Accredited Investors, Inc.
Profile
Mr. Jacob Wolkowitz, CFA, is a Chief Investment Officer & Shareholder at Accredited Investors, Inc. He spearheads the investment group that manages client portfolios.
He is a member of Accredited’s investment committee, meets directly with clients, and coordinates with Accredited’s Wealth Managers to create innovative solutions for clients’ long-term planning needs.
He serves as Treasurer on the Board of Directors for VocalEssence and is a Carleton College Alumni Annual Fund Class Agent.
He received his undergraduate degree from Carleton College.
He is a Chartered Financial Analyst.
Jacob Wolkowitz active positions
| Companies | Position | Start |
|---|---|---|
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. | Chief Investment Officer | 2022-12-31 |
Training of Jacob Wolkowitz
| Carleton College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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