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Ross Levin

Ross is Chief Executive Officer and Founder of Accredited Investors Wealth Management. Long an industry leader, Ross translates his expertise into meaningful conversations with clients about integrating their money and values. He was the first recipient of the Financial Planning Association’s Heart of Financial Planning Award, and the inaugural recipient of Financial Planning Magazine’s Lifetime Achievement Award.

Relationships Interlocks Giving Data

Business Positions

Accredited Investors Wealth Management
• Chief Executive Officer and Founder (May '85→?)

Board Memberships

University of Minnesota Foundation The cloudy arm of fundraising
• Chair (Jan '11→?)
Ross Levin
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Updated over 8 years ago

Basic Info

Types Person, Business Person

Source Links

3 documents :: see all
  • Linked In
  • University of Minnesota Foundation
  • Accredited Investors
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