Feb. 5—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 ...

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 ...

Carlson Capital Management’s holdings in Apple were worth $10,512,000 as of its most recent filing with the SEC. Other hedge funds have also made changes to their positions in the company.

Carlson Capital Management’s holdings in Microsoft were worth $8,438,000 as of its most recent SEC filing. Several other large investors have also recently bought and sold shares of MSFT.

Carlson Capital Management’s Jason Kley, CFP®, AIF®, MBA, Senior Integrated Wealth Advisor and Director of Operational Excellence, was elected to a three-year term on the national Board of ...

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 ...

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 ...

Get insights from TDS Q4 2024 earnings call. Explore their 2025 priorities, financial updates, fiber expansion plans, and strategic moves for future growth.

The memo Vought co-signed Wednesday is the clearest assertion of his power and the latest seminal writing for a man who ...