With four top seeds, Wyoming Seminary will enter the 2025 National Prep Tournament as a favorite to repeat the title it won a ...
Sequoia Financial is acquiring Carlson Capital, adding $3.8B in assets and expanding its national presence with four ...
Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial ...
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.
The top-ranked RIA is adding four offices and dozens of employees with its acquisition of Carlson Capital Management.
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 ...