Becky Klevan
Portfolio Manager-Equities at Accredited Investors, Inc.
Profile
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.
Becky Klevan active positions
Companies | Position | Start |
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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. | Portfolio Manager-Equities | 2013-07-31 |
Training of Becky Klevan
Northwestern University | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Executives
Linked companies
Private companies | 1 |
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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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