![Kathleen Marie Longo](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Ms. Kathleen M.
Longo is Senior Principal at Accredited Investors, Inc.
Prior to joining the firm in 2001, Ms. Longo was employed as an Advisor by Purdue University, Formerly served on the Board of the National Financial Planning Association, Formerly served as President of the Minnesota Financial Planning Association.
In addition to that, she serves on the Executive Board of Directors for Common Hope, serves on the Development and Capital Campaign Committees for the YWCA of Minneapolis.
Ms. Longo received her undergraduate degree from Purdue University.
Former positions of Kathleen Marie Longo
| 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 | 2014-03-31 |
Purdue University
 Purdue University Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Training of Kathleen Marie Longo
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
24
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Purdue University
Purdue 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 |
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