Biography
In her role as Chief Risk and Compliance Officer, Jenna provides updates and opinions on matters of risk and compliance for the firm. She is responsible for the daily oversight of the firm’s compliance program, encompassing a wide range of policy areas including code of ethics, portfolio management processes, trading practices, business continuity, and privacy protection. She is involved locally and nationally in various compliance roundtables and study groups.
Jenna joined Accredited in 2007, after graduating from University of Minnesota- Duluth. She began her career in investment management and as the firm continued to grow, shifted focus to operations and compliance. With previous experience in diverse areas of the business, Jenna has been able to lead Accredited’s compliance efforts with a pragmatic approach, supporting senior leadership in setting strategy and providing counsel and advice.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• University of Minnesota, Duluth – B.B.A. in Financial Markets, Finance
• Participant in LSBE’s Financial Markets Program
• Investment Adviser Certified Compliance Professional
How do you spend your life wisely?
I strive to spend my life wisely by being intentional with my time. This means reflecting on what’s most important to me and knowing what activities to say yes and no to. At Accredited, our goal is to work with each client to discover what they value most and empower them to live their lives in meaningful ways. For me, it allows living without regret. Wherever I am, whatever I’m doing, I guarantee it’s exactly where I intended to be.
“Do what is right, not what is easy.”
