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Carlos Cerezo Arribas on Building a Visionary Business Empire with Hart Capital
Generation Beta Has Arrived—Here's What Psychologists Think They'll Be Like Lakers land Mark Williams in trade with Hornets to give LeBron James, Luka Doncic their center, per report 1,000-year-old ...
Yale Environment 36018h
From Stochastic Calculus to David Swensen’s Legacy: My Journey in Investment Management at Yale SOM
Aishwarya Solanki ’25 reflects on her time studying with finance industry pioneers and crafting private equity proposals as a ...
New owner to acquire Carlson Capital Management, including Rochester office
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 Capital recently ...
Business Management Firm GCP Advisory LLP Opens Century City Office
Led by founding partners Barry Gumerove, Matthew Cohen and Ryan Perlman, alongside tax principal James Barmasse, GCP Advisory ...
Carlson Capital Management Buys 225 Shares of Microsoft Co. (NASDAQ:MSFT)
Carlson Capital Management increased its stake in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 1.2% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 19,611 shares of the ...
Here’s Maran Capital Management’s Views on Turning Point Brands (TPB)
Investment management company Maran Capital Management recently released its fourth-quarter 2024 investor letter. A copy of ...
Finance & Commerce8d
Sequoia to acquire Carlson Capital Management
Sequoia Financial is acquiring Carlson Capital, adding $3.8B in assets and expanding its national presence with four ...
Financial Advisor8d
Sequoia Financial Agrees To Buy Minnesota Firm With $3.8B In Assets
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 ...
Pensions&Investments8d
Sequoia Financial acquires Carlson Capital
Sequoia Financial Group agreed to acquire Carlson Capital Management in a deal expected to close March 31. Financial terms of ...
Crain's Cleveland Business8d
Sequoia Financial expands in Minnesota with acquisition of Carlson Capital
Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial ...
WealthManagement.com8d
Sequoia Pens Deal to Acquire $3.8B Minneapolis-St. Paul RIA
The deal with Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors. It also allows the firm to offer internal tax planning and preparation services.