Brian S. Lelen
Portfolio Manager-Equities at Accredited Investors, Inc.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Jacob Wolkowitz | M | - |
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. | 19 years |
| Sean Patrick Smith | M | - |
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. | 15 years |
| David MacKeen | M | - |
Bentley University
| 17 years |
| Josh Carlson | M | - |
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. | - |
| Ross Levin | M | - |
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. | 37 years |
| Wil Heupel | M | - |
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. | 37 years |
| Steve Gilbertson | M | - |
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. | 17 years |
| Vincent M. O'Reilly | M | 87 |
Boston College
| 27 years |
| Robert Badavas | M | 71 |
Bentley University
| 19 years |
| Jeremy Heckman | M | - |
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. | 18 years |
| Brandon Jones | M | - |
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. | 19 years |
| Brian Gregory Martin | M | - |
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. | 14 years |
| Alan Williams | M | - |
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. | 15 years |
| Becky Klevan | F | - |
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. | 11 years |
| Greg Prokop | M | - |
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. | 10 years |
| Mary Beth Berndt | F | - |
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. | - |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Robert Lilien | M | 62 | 9 years | |
| Karl Roessner | M | 56 | 10 years | |
| Bryon McGregor | M | 60 | 6 years | |
| Eric M. Kobren | M | - |
Adviser Investments Acquisition Co. LLC
 Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | 21 years |
| Russell Elmer | M | 59 | 9 years | |
| Arlen W. Gelbard | M | 66 | 8 years | |
| Robert Druskin | M | 76 | 3 years | |
| Steven Freiberg | M | 67 | 2 years | |
| Ann Marie Kirchner | F | - |
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. | 4 years |
| Tyler Engbrecht | M | - |
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. | 4 years |
| William Francis LeFavor | M | - |
Bentley University
| 8 years |
| Paulina Mejia | F | - |
Boston College
| 8 years |
| John Sourbeer | M | - |
Boston College
| 4 years |
| Prakash Johari | M | 43 |
Boston College
| 4 years |
| Brittany Whelan | F | - |
Bentley University
| 5 years |
| Sam Rouman | M | - |
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. | - |
| Robert Simmons | M | 61 | 7 years | |
| Wesley C. Holmes | M | - |
Boston College
| 7 years |
| Gina D. Wodarski | F | - |
Boston College
| 7 years |
| Josh Trubow | M | - |
Bentley University
| 5 years |
| Tom McLean | M | - |
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. | - |
| Tim Grovenburg | M | - |
Bentley University
| 5 years |
| Frederick Wilkinson Kanner | M | 81 | 10 years | |
| Guy Melamed | M | 44 |
Boston College
| 4 years |
| Joanne S. Tjandranegara | F | 45 |
Boston College
| 5 years |
| Khalifa Al-Jalahma | M | - |
Bentley University
| 4 years |
| Conner Kolodge | M | - |
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. | - |
| Jake Altendorf | M | - |
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. | 3 years |
| John Muehlberg | M | - |
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. | - |
| Todd Mackay | M | 50 | 11 years | |
| Marty Kasperek | M | - |
Bentley University
| 3 years |
| Greg Kelly | M | - |
Adviser Investments Acquisition Co. LLC
Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | - |
| Mitchell Caplan | M | 66 | 4 years | |
| Michael Lucarelli | M | - |
Boston College
| 5 years |
| Ben King | M | - |
Adviser Investments Acquisition Co. LLC
Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | - |
| Joseph L. Sclafani | M | 75 | - | |
| Donald Layton | M | 73 | 2 years | |
| Ken Griffin | M | - | 4 years | |
| Joseph Velli | M | 66 | 4 years | |
| Berke Bakay | M | 45 |
Boston College
| 4 years |
| Robin Wehbé | M | - |
Boston College
| 2 years |
| Chris C. Piccione | M | - |
Boston College
| 5 years |
| Robert V. Burton | M | - | 4 years | |
| Lauren C Testa | F | - |
Boston College
| 9 years |
| Rich Gibble | M | - |
Bentley University
| 3 years |
| Dominic L. Blue | M | - |
Boston College
| 4 years |
| Robert O. O’Reilly | M | - |
Boston College
| 4 years |
| Mark Midura | M | - |
Boston College
| 4 years |
| Chris Mancini | M | - |
Boston College
| 4 years |
| John Walsh | M | - |
Boston College
| 4 years |
| Hugh S. O'Beirne | M | - |
Boston College
| 1 years |
| Robert Christopher Hopper | M | - |
Boston College
| 2 years |
| Chris Chapman | M | - |
Boston College
| 2 years |
| Michael Gargano | M | - |
Boston College
| 4 years |
| Jonathan Benjamin Strauss | M | - |
Boston College
| 4 years |
| Dennis Allaire | M | - |
Boston College
| 4 years |
| Sebastian Charles Paquette | M | - |
Boston College
| 4 years |
| Steve Barwikowski | M | - |
Boston College
| 4 years |
| James Andrew Chiarieri | M | 46 |
Boston College
| 4 years |
| Meredith Miriam Rosen | F | - |
Boston College
| 4 years |
| Jonathan Dean Hong | M | - |
Boston College
| 4 years |
| Will Creedon | M | - |
Boston College
| 4 years |
| Liam M. Timmons | M | - |
Boston College
| 4 years |
| Brian Poile | M | - |
Boston College
| 4 years |
| Michael Guido | M | - |
Boston College
| 4 years |
| Kevin P. O'Connell | M | - |
Boston College
| 4 years |
| Peter Scott Izzo | M | - |
Boston College
| 4 years |
| Stefan Rogalski | M | - |
Boston College
| 4 years |
| Michael Bane | M | - |
Boston College
| 4 years |
| Rayna Kumar | F | - |
Boston College
| 4 years |
| Marius Jungerhans | M | - |
Boston College
| 4 years |
| Brian J. Giesen | M | - |
Boston College
| 4 years |
| Mary Polizzotti | F | - |
Boston College
| 4 years |
| Matt Fallon | M | - |
Boston College
| 1 years |
| Charles Nabhan | M | - |
Boston College
| 4 years |
| Rich Dunne | M | 44 |
Boston College
| 4 years |
| John P. Corrigan | M | - |
Boston College
| 4 years |
| Matthew L. Dadaian | M | - |
Boston College
| 4 years |
| Steve Chaput | M | - |
Boston College
| 4 years |
| Jason C. Tsou | M | - |
Boston College
| 4 years |
| Chris E. H. Sanetti | M | - |
Boston College
| 4 years |
| Emily K. Yu | F | - |
Boston College
| 3 years |
| Kristen Darci | F | - |
Boston College
| 4 years |
| Brian Kinney | M | - |
Boston College
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Brian S. Lelen
- Personal Network
