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Carlson Capital Management jobs and careers

Northfield, MN, United States

About Carlson Capital Management

Founded in 1987, Carlson Capital Management (CCM) is a comprehensive wealth management firm and trusted fiduciary advisor that brings together in one place the key disciplines of investment, estate, retirement, risk management, and philanthropic planning to provide fully integrated wealth management. With this structure, clients receive integrated advice from a collaborative team, giving them a greater sense of control and understanding, confidence that each facet of wealth is coordinated and optimized, and, most importantly, peace of mind. CCM serves high net worth individuals and families, and receiving exceptional service and being wrapped in care are defining characteristics of the client experience at CCM.

Founded in 1987 by Jeff R. Carlson.

Founded
1987
Employees
125
Headquarters
Northfield

Leadership

The top of Carlson Capital Management's org chart, with how many people report into each leader.

GC

Gregory A. Carlson

CEO and Founder

10 reports

JOPhoto of John Ostrand

John Ostrand

Chief Wealth Advisor

2 reports

NM

Nicholas Marentic

Director Of Technology

2 reports

TNPhoto of Tom Nowariak

Tom Nowariak

Trading Manager

1 report

CLPhoto of Charlie Lawson

Charlie Lawson

Director of Tax

ARPhoto of Amy Rogers

Amy Rogers

Account Manager

Jobs at Carlson Capital Management

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