Sequoia Financial Buys $3.8 Billion Minnesota RIA
Sequoia Financial said it is buying Carlson Capital Management, a Northfield, Minn.-based investment advisory firm with $3.8 ...
ETF Daily News5d
Carlson Capital Management Acquires 413 Shares of JPMorgan Chase & Co. (NYSE:JPM)
Carlson Capital Management increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 40.4% in the 4th quarter, according to the company in its most recent filing with ...
Twin Cities Business1mon
Jason Kley, CFP®, AIF®, MBA
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 ...
Business Insider India6y
Carlson Capital is bleeding assets in its stock-picking fund following the departure of one of its portfolio managers
Carlson's Black Diamond Thematic fund ... including Jana Partners and BlueMountain Capital Management, have axed their long-short equity funds already in 2019. The field's reputation has taken ...
Business Insider India5y
Carlson Capital's latest investor letter reveals market-lagging flagship funds, and insiders say two more portfolio managers have jumped ship
Carlson's tough 2019 continues ... while Sidhu is now a portfolio manager for Segantii Capital Management in London, according to their LinkedIn profiles. The departed employees either did ...