Jacie Fogelberg

Jacie Fogelberg

Wealth Advisor, SVP

Office Phone: 763-347-8447

About Jacie

Jacqueline ("Jacie") is a seasoned, senior-level wealth advisor and relationship manager for High Net Worth individuals and Nonprofit institutions – with more than 30 years of professional experience in wealth management and banking.

In her individual practice, Jacie has a proven track record of forming deep and lasting relationships with high-net-worth families. She counsels multi-generations on portfolio strategy, wealth transfer, client education and philanthropic strategy. Jacie is passionate about her specialization in financial issues related to women in transition, including divorce, incapacity and death. In her institutional practice, she provides investment and consulting services, including investment strategy, development of Investment Policy Statements and more.

Jacie has been deeply involved with nonprofit organizations, including Free Arts Minnesota as Board Chair and Board member; Social Venture Partners, Minnesota as Board member and Business Development Committee member; Kipp Academy as a Development Committee member; and as a member of The Edina Country Club Social Committee. She is also a past member of the Quality and Safety Committee at Children’s Hospital. Jacie currently volunteers with her husband as Community Team Leads for TreeHouse in Edina, MN.