Greg Carlson
Algemeen Directeur bij Carlson Capital Management, Inc.
Profiel
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.
Actieve functies van Greg Carlson
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Algemeen Directeur | 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. | Oprichter | 01-01-2015 |
Eerdere bekende functies van Greg Carlson
| Bedrijven | Functie | Einde |
|---|---|---|
| IDS Financial Services, Inc. | Corporate Officer/Principal | - |
| American Express Financial Services | Corporate Officer/Principal | - |
| St. Olaf College | Corporate Officer/Principal | - |
Opleiding van Greg Carlson
| St. Olaf College | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
| American Express Financial Services | |
| IDS Financial Services, Inc. | |
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 |
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 |
