The deal with Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors. It also allows the firm to offer internal tax planning and preparation services.
Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31, 2024, and Carlson Capital Management, LLC (CCM), a ...
Here is a brief rundown of some coming entertainment options in Northeast Ohio. Make submissions for consideration via email to entertainment@morningjournal.com or entertainment@news-herald.com. You ...