Greg Carlson
Amministratore Delegato presso Carlson Capital Management, Inc.
Profilo
Mr. Gregory A.
Carlson is a Founder at Carlson Capital Management LLC and a Chief Executive Officer & Founder at Carlson Capital Management, Inc.
Mr. Carlson worked for four years with IDS/American Express as a financial planner and manager.
He has served in leadership roles on numerous boards and committees of civic, professional and religious organizations including the Northfield Rotary Club, American Center for Philanthropy, Northfield Area Foundation, Bethel Lutheran Church, Mt.
Carmel Ministries, St. Olaf College, and TIAA-CREF Institute.
He is a 1982 graduate of St. Olaf College, where he earned his Bachelor of Arts degree in Economics.
He went on to earn his designation as a Certified Financial Planner.
Posizioni attive di Greg Carlson
| Società | Posizione | Inizio |
|---|---|---|
Carlson Capital Management, Inc.
 Carlson Capital Management, Inc. Investment ManagersFinance Founded in 1987, Carlson Capital Management, Inc. is registered investment advisor located in Northfield, Minnesota. The firm's clients include high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit sharing plans, and corporations or other business entities. | Amministratore Delegato | 01/01/1987 |
Carlson Capital Management LLC
 Carlson Capital Management LLC Investment ManagersFinance Carlson Capital Management LLC (CCM) is a fee-based, registered investment advisor headquartered in Northfield, Minnesota. The firm was founded in 2015 and is principally owned by Carlson Capital Management, Inc. CCM offers wealth management, financial advisory and institutional (retirement plan) services to high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit-sharing plans, and corporations or other business entities. | Fondatore | 01/01/2015 |
Precedenti posizioni note di Greg Carlson
| Società | Posizione | Fine |
|---|---|---|
| IDS Financial Services, Inc. | Corporate Officer/Principal | - |
| American Express Financial Services | Corporate Officer/Principal | - |
| St. Olaf College | Corporate Officer/Principal | - |
Formazione di Greg Carlson
| St. Olaf College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Carlson Capital Management, Inc.
Carlson Capital Management, Inc. Investment ManagersFinance Founded in 1987, Carlson Capital Management, Inc. is registered investment advisor located in Northfield, Minnesota. The firm's clients include high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit sharing plans, and corporations or other business entities. | Finance |
| IDS Financial Services, Inc. | |
| American Express Financial Services | |
Carlson Capital Management LLC
Carlson Capital Management LLC Investment ManagersFinance Carlson Capital Management LLC (CCM) is a fee-based, registered investment advisor headquartered in Northfield, Minnesota. The firm was founded in 2015 and is principally owned by Carlson Capital Management, Inc. CCM offers wealth management, financial advisory and institutional (retirement plan) services to high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit-sharing plans, and corporations or other business entities. | Finance |
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