Biography
As a Senior Research Analyst at Accredited, Fred is a member of the investment group that manages client portfolios. He is also a member of Accredited’s investment committee and coordinates with the firm’s Wealth Managers to create innovative solutions for clients’ long-term planning needs.
Prior to joining Accredited, Fred worked at a local boutique investment advisory firm and has expertise in bottom-up fundamental analysis.
Fred is the Treasurer of the Minneapolis Rotary Club Foundation. He also serves on District 5950’s District Grants and Global Grants Committees where he mentors grant writers and reviews local and international Rotary grant applications.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• Carleton College – B.A. in Economics
• Chartered Financial Analyst
How do you spend your life wisely?
I spend my life wisely laughing undeservedly at my own jokes, hoping I can get a few additional chuckles. Admittedly, sometimes it’s more about the laughter than the joke. More wisely still, I feel fortunate to be surrounded by family, friends, and colleagues who enjoy helping others, express curiosity, and are willing to go the extra mile. They help magnify the enjoyment I feel in my professional and personal life and help to serve as my ballast during turbulent times.