New owner to acquire Carlson Capital Management, including Rochester office
An Ohio financial firm with $22.6 billion under management is buying Northfield-based Carlson Capital Management, including its Rochester office. Sequoia Financial Group and Carlson Capital recently ...
Financial Advisor IQ4d
Rockefeller Lures $1B FA Team from Janney
The team, which operates as Pollard Bryan Carl Wealth Partners, oversaw $1 billion as of March 2024, according to Forbes. Its offerings include family office solutions, trustee services and ...