Becky Klevan

Becky Klevan

Portfolio Manager-Aktien bei Accredited Investors, Inc.

Consumer Services
Finance

Profil

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.

Aktive Positionen von Becky Klevan

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.08.2013
Alle aktiven Positionen von Becky Klevan

Ausbildung von Becky Klevan

Northwestern University Undergraduate Degree
Harvard Business School Masters Business Admin

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