Founded in 1987, Carlson Capital Management provides investment, retirement, tax, estate, risk-management, and philanthropic planning to approximately 1,300 clients, primarily in the greater ...

Sequoia Financial said it is buying Carlson Capital Management, a Northfield, Minn.-based investment advisory firm with $3.8 billion in client assets. The deal gives Akron Ohio-based Sequoia four ...

ROCHESTER — An Ohio financial firm with $22.6 billion under management is buying Northfield-based Carlson Capital Management, including its Rochester office. Sequoia Financial Group and Carlson ...

On Wednesday, Sequoia Financial Group announced it is acquiring Carlson Capital Management, a Minnesota-based RIA overseeing $3.8 billion in client assets, as part of its ongoing expansion.

In 2016, Carlson Capital Management gave all employees who had been with the company for a year or more shares of dividend-paying stock in the company based entirely on tenure.

Carlson Capital Management was founded in 1986, and is led by Greg Carlson, Jeff Carlson, and Justin Stets. In 1992, Carlson Capital Management had $5 million under management and transitioned to ...

Matthew Barkoff, a Carlson Capital portfolio manager, resigned from the Dallas hedge fund in January, prompting a wave of redemptions, sources told Business Insider. Assets at the Black Diamond ...

Learn more about Gregory Carlson, a financial advisor in Northfield, MN with the US News Advisor Finder.

The Northfield-based Carlson Capital Management has been acquired by Sequoia Financial Group, a wealth manager based in Akron, Ohio, according to a press release on the topic.