Jack Bardwell

Jack Bardwell is an Associate Wealth Manager at Accredited Investors Wealth Management®, a role held since August 2022, where expertise in detailed financial planning and custom portfolio management is leveraged to align clients' financial goals with their values. Prior experience includes serving as a Corporate Banking Analyst at Wells Fargo and a Corporate Banking Summer Analyst, as well as gaining experience as an Equity Research Analyst at Carlson Funds Enterprise, managing a substantial investment portfolio and providing strategic recommendations. Additionally, Jack served as a Financial Analyst Intern at Sydney Opera House, contributing to budget presentations and data reconciliation. Academic credentials include a Bachelor's degree in Accounting and Finance from the University of Minnesota - Carlson School of Management, earned in May 2021.