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Jenna M. Holm, IACCP®

Chief Compliance Officer & Shareholder

“Do what is right, not what is easy. ”

 

In her role as Chief 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.

WHAT EXCITES JENNA ABOUT WORKING AT ACCREDITED?

Jenna appreciates Accredited Investors’ mission of “improving the individual and collective lives of those we serve.” She gets to see the lives touched by that mission each day, whether they are clients or people in the community. Compliance is the first link to the values and culture of the firm, and Jenna feels energized to come to work each day with colleagues that share common principles and goals.

PERSONAL PURSUITS

When Jenna is not in the office, you will find her spending time outdoors with her husband and British Labrador Retriever.

Certifications:

University of Minnesota, Duluth – B.B.A. in Financial Markets, Finance
Participant in LSBE’s Financial Markets Program
Investment Adviser Certified Compliance Professional