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Greg Carlson
Chief Executive Officer at Carlson Capital Management, Inc.
Greg Carlson active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Chief Executive Officer | 31/12/1986 | - |
Founder | 31/12/1986 | - | |
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. | Founder | 31/12/2014 | - |
Chairman | 31/12/2014 | - | |
Chief Executive Officer | 31/12/2014 | 29/02/2024 |
Career history of Greg Carlson
Former positions of Greg Carlson
Companies | Position | Start | End |
---|---|---|---|
IDS Financial Services, Inc. | Corporate Officer/Principal | - | - |
American Express Financial Services | Corporate Officer/Principal | - | - |
St. Olaf College | Corporate Officer/Principal | - | - |
Training of Greg Carlson
St. Olaf College | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Corporate Officer/Principal | 3 |
Chief Executive Officer | 2 |
Founder | 2 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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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