Sequoia is enhancing its geographic reach and tax planning capabilities with a new strategic acquisition. On Wednesday, Sequoia Financial Group announced it is acquiring Carlson Capital Management, a ...

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 ...

Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial acquirer’s first transaction of 2025. Financial terms of the deal, which is ...

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. The move by Sequioa ...

DALLAS--(BUSINESS WIRE)--WhiteStar Asset Management, L.P. (“WhiteStar”), the CLO, structured products, and broadly syndicated credit arm of Clearlake Capital Group, L.P. (together with its affiliates, ...

Sequoia Financial Group has agreed to acquire Carlson Capital Management, a Northfield, Minn., investment advisory firm with $3.8 billion in client assets, according to a news release. In a joint ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

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 ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

Beyond the Skyline is a podcast and video interview about economic development, real estate and construction in Minnesota.

AKRON, Ohio and MINNEAPOLIS, Jan. 29, 2025 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec.

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