Ross Levin
Chief Executive Officer at Accredited Investors, Inc.
Profile
Mr. Ross Levin is a Chief Executive Officer & Founder at Accredited Investors, Inc. He currently serves as Past Chair of the University of Minnesota Foundation.
He served as a committee member of the University of Minnesota Presidential Search Advisory Committee, is a former Chairman of the International Association for Financial Planning (now the FPA), and is a former member of the Board of Governors for the Certified Financial Planner Board of Standards.
He received his undergraduate degree from the University of Minnesota.
Ross Levin 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. | Chief Executive Officer | 31/12/1986 |
Former positions of Ross Levin
Companies | Position | End |
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Minnesota Medical Foundation
Minnesota Medical Foundation Miscellaneous Commercial ServicesCommercial Services Since 1939, the Minnesota Medical Foundation has been raising and managing private gifts that expand what's possible in health and medical research, education, and care at the University of Minnesota. MMF also provides philanthropic counsel to the University of Minnesota Medical Center on matters related to the partnership between the University of Minnesota, University of Minnesota Physicians, and Fairview Health Services. | Chairman | - |
Training of Ross Levin
University of Minnesota | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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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 |
Minnesota Medical Foundation
Minnesota Medical Foundation Miscellaneous Commercial ServicesCommercial Services Since 1939, the Minnesota Medical Foundation has been raising and managing private gifts that expand what's possible in health and medical research, education, and care at the University of Minnesota. MMF also provides philanthropic counsel to the University of Minnesota Medical Center on matters related to the partnership between the University of Minnesota, University of Minnesota Physicians, and Fairview Health Services. | Commercial Services |
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