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Josh Carlson
Analyst-Fixed Income at Accredited Investors, Inc.
Josh Carlson active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Analyst-Fixed Income | - | - |
Portfolio Manager-Fixed Income | - | - |
Career history of Josh Carlson
Training of Josh Carlson
University of Minnesota | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Analyst-Fixed Income | 1 |
Portfolio Manager-Fixed Income | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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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