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 ...
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New owner to acquire Carlson Capital Management, including Rochester office
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 ...
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Carlson Capital Management Has $10.51 Million Stake in Apple Inc. (NASDAQ:AAPL)
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.
Financial Advisor IQ5d
Rockefeller Lures $1B FA Team from Janney
The team, which operates as Pollard Bryan Carl Wealth Partners, oversaw $1 billion as of March 2024, according to Forbes. Its offerings include family office solutions, trustee services and ...