Becky Klevan

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Consumer Services

Finance

Profile

Rebecca Sara Parsons Klevan formerly worked at Accredited Investors, Inc., as Wealth Manager & Shareholder from 2013 to 2024.
Ms. Klevan received her undergraduate degree in 1998 from Northwestern University and Masters Business Admin degree in 2005 from Harvard Business School.

Former positions of Becky Klevan

Companies	Position	End
Accredited Investors, Inc. Accredited Investors, Inc. Investment ManagersFinance AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed.	Portfolio Manager-Equities	2024-08-31

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Training of Becky Klevan

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Linked companies

Private companies	3
Northwestern University Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Accredited Investors, Inc. Accredited Investors, Inc. Investment ManagersFinance AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed.	Finance
Harvard Business School Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services