Biography
A member of Accredited’s Wealth Management group, Becky is responsible for developing and directing client planning strategies. Becky has unique experience in alternative investments, socially responsible investing, foundation management, and charitable giving.
Having previously worked in the investment department of two endowment offices focused on alternative investments, with prior experience as an equity derivatives trader, Becky is a valuable resource for Accredited’s clients with customized philanthropic plans and interests in impact investing.
Becky is involved in the community and serves on the Investment Committee for Northwest Area Foundation, an organization supporting efforts in the Midwest to reduce poverty and achieve sustainable prosperity.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• Northwestern University – B.A. in Psychology & Economics
• Harvard Business School – M.B.A.
• Chartered Financial Planner™
• Certified Financial Analyst
How do you spend your life wisely?
Spending my life wisely comes down to two main things: first is my work and second is quality time with family. I am fortunate that my work at Accredited is personally meaningful and enriching. Outside of my work, I spend my life wisely by spending quality time with my family. Making memories on family vacations is key to this, and so we vacation together regularly.
“A person is a success if they get up in the morning and get to bed at night and in between does what he wants to do. ”
Bob Dylan
