Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he views as archaic ...

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Aishwarya Solanki ’25 reflects on her time studying with finance industry pioneers and crafting private equity proposals as a ...

Impact investor o15 Capital Partners, a private-credit firm founded in 2022, has armed itself with capital commitments to its debut commingled fund and related resources totaling nearly $400 million.

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 ...

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 ...

Investment management company Maran Capital Management recently released its fourth-quarter 2024 investor letter. A copy of ...

Sequoia Financial is acquiring Carlson Capital, adding $3.8B in assets and expanding its national presence with four ...

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 ...

Sequoia Financial Group agreed to acquire Carlson Capital Management in a deal expected to close March 31. Financial terms of ...

Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial ...