Carlson Capital Management
Description
Address: 375 Park Avenue, Suite 3100, New York, NY 10152 Phone: (212) 994-8301: : Category: Website: : Hours: : : : Place name: Website: http://www.carlsoncapital.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Carlson Capital Posting publicly on the Web Write a review Reviews Be the first to review
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Carlson Capital Management Employees
Employee
Years
Job
Industry
Anthony Bolstorff, CFP Anthony Bolstorff, CFP's Carlson Capital Management Experience March 2008 - Present
Job Senior Integrated Wealth Advisor Carlson Capital Management
Industry Financial Services
Experience
Carlson Capital Management March 2008 - Present
Skills
Estate Planning, Portfolio Management, Retirement, Retirement Planning, Investments, Investment Advisory
Education
Arizona State University 2001 — 2003
Masters of Education, Higher Education
St. Olaf College 1993 — 1997
Bachelor of Arts, Mathematics
Carlson Capital Management March 2008 - Present
Skills
Estate Planning, Portfolio Management, Retirement, Retirement Planning, Investments, Investment Advisory
Education
Arizona State University 2001 — 2003
Masters of Education, Higher Education
St. Olaf College 1993 — 1997
Bachelor of Arts, Mathematics
Kelly Irvine Kelly Irvine's Carlson Capital Management Experience June 2006 - Present
Job Director of Marketing & Communications at Carlson Capital Management
Industry Financial Services
Experience
Carlson Capital Management June 2006 - Present
University of St. Thomas 2003 - 2006
Northwestern Mutual 2000 - 2003
Northwestern Mutual 1998 - 2000
Micron Technology 1994 - 1998
Education
Univ of MN HHH Institute of Public Affairs 2004 — 2005
Policy Fellow, Policy Forum Program
St. Olaf College 1988 — 1992
BA, Political Science
University of Lancaster
Economics and Politics
Carlson Capital Management June 2006 - Present
University of St. Thomas 2003 - 2006
Northwestern Mutual 2000 - 2003
Northwestern Mutual 1998 - 2000
Micron Technology 1994 - 1998
Education
Univ of MN HHH Institute of Public Affairs 2004 — 2005
Policy Fellow, Policy Forum Program
St. Olaf College 1988 — 1992
BA, Political Science
University of Lancaster
Economics and Politics
Justin Stets Justin Stets's Carlson Capital Management Experience March 2013 - Present
Job President, Integrated Wealth Advisor at Carlson Capital Management
Industry Financial Services
Experience
Carlson Capital Management March 2013 - Present
Carlson Capital Management 1998 - Present
Carlson Capital Management 1998 - Present
Wells Fargo (Norwest Bank Minnesota, N.A.) 1988 - 1998
Skills
Integrated Wealth..., Philanthropic Planning..., Intergenerational..., Charitable Gift Planning, Investment Management
Education
Harvard Divinity School 1985 — 1987
MTS, Theology
St. Olaf College 1981 — 1985
B.A., Classics, Religion
University of Cambridge 1984 — 1984
International Study Abroad
Carlson Capital Management March 2013 - Present
Carlson Capital Management 1998 - Present
Carlson Capital Management 1998 - Present
Wells Fargo (Norwest Bank Minnesota, N.A.) 1988 - 1998
Skills
Integrated Wealth..., Philanthropic Planning..., Intergenerational..., Charitable Gift Planning, Investment Management
Education
Harvard Divinity School 1985 — 1987
MTS, Theology
St. Olaf College 1981 — 1985
B.A., Classics, Religion
University of Cambridge 1984 — 1984
International Study Abroad
Phumelela Sukati Phumelela Sukati's Carlson Capital Management Experience 2015 - Present
Job Operations Analyst at Carlson Capital Management
Industry Financial Services
Experience
Carlson Capital Management 2015 - Present
St. Olaf College: IT Department June 2012 - May 2015
Marketing Architects January 2015 - January 2015
St. Olaf College :Alumni and Parents Relation Office May 2014 - May 2014
Joram Investments: Mona Laundry January 2011 - August 2011
Skills
Marketing Strategy, Marketing, Project Management, Information Technology, Help Desk Support, Customer Service, Accounting, Content Marketing, Guerrilla Marketing, Fundraising, Marketing Communications, Budget Forecasts, Public Speaking, Laundry Services, African affairs, Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Social Media, Leadership, Teamwork, Management, Creative Solutions, IT Operations, Agribusiness, Soccer, Sales, Project Planning, SEO
Education
St. Olaf College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Waterford kamhlaba UWCSA 2003 — 2010
International Baccalaureate Diploma
Carlson Capital Management 2015 - Present
St. Olaf College: IT Department June 2012 - May 2015
Marketing Architects January 2015 - January 2015
St. Olaf College :Alumni and Parents Relation Office May 2014 - May 2014
Joram Investments: Mona Laundry January 2011 - August 2011
Skills
Marketing Strategy, Marketing, Project Management, Information Technology, Help Desk Support, Customer Service, Accounting, Content Marketing, Guerrilla Marketing, Fundraising, Marketing Communications, Budget Forecasts, Public Speaking, Laundry Services, African affairs, Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Social Media, Leadership, Teamwork, Management, Creative Solutions, IT Operations, Agribusiness, Soccer, Sales, Project Planning, SEO
Education
St. Olaf College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Waterford kamhlaba UWCSA 2003 — 2010
International Baccalaureate Diploma
Matthew Camrud, CFP®'s Carlson Capital Management Experience January 2001 - March 2008
Job Partner and Lead Advisor at Brighton Jones
Industry Financial Services
Experience
Brighton Jones January 2014 - Present
Brighton Jones March 2008 - December 2013
Carlson Capital Management January 2001 - March 2008
Skills
Investments, Strategic Financial..., Estate Planning, Asset Allocation, Philanthropy, Financial Analysis, Risk Management, Wealth Management, Financial Planners, Investment Advisory, Retirement Planning, Portfolio Management, Series 7, Financial Advisory, Mutual Funds, Asset Management, High Net Worth..., Investment Strategies, Wealth, Retirement, Securities, Financial Planning
Education
Minnesota State University, Mankato 2003 — 2004
Certificate, Financial Planning
St. Olaf College 1997 — 2001
B.A. Magna Cum Laude, Economics
Brighton Jones January 2014 - Present
Brighton Jones March 2008 - December 2013
Carlson Capital Management January 2001 - March 2008
Skills
Investments, Strategic Financial..., Estate Planning, Asset Allocation, Philanthropy, Financial Analysis, Risk Management, Wealth Management, Financial Planners, Investment Advisory, Retirement Planning, Portfolio Management, Series 7, Financial Advisory, Mutual Funds, Asset Management, High Net Worth..., Investment Strategies, Wealth, Retirement, Securities, Financial Planning
Education
Minnesota State University, Mankato 2003 — 2004
Certificate, Financial Planning
St. Olaf College 1997 — 2001
B.A. Magna Cum Laude, Economics
Val Swentik Val Swentik's Carlson Capital Management Experience January 2008 - January 2009
Job Marketing Director at Melaleuca, Inc.
Industry Human Resources
Experience
Randolph September 2005 - Present
Melaleuca, Inc. December 1995 - Present
Cannon Falls Schools 2003 - 2014
Carlson Capital Management January 2008 - January 2009
Gemini, Inc January 2005 - February 2007
Angels Care Center May 2001 - January 2002
Skills
Training, Personnel Management, Customer Service, Event Planning, Public Speaking, Outlook, Organizational..., PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Coaching, Social Media, Marketing, Team Building, Leadership, Time Management, Fundraising, Sales, Interviews, Human Resources
Education
Saint Mary's University of Minnesota 2002 — 2003
Bachelor of Science, Human Resource Management
Inver Hills 2001 — 2002
Associate of Science; Certificate, Health Care Management; Medical Secretary
Randolph September 2005 - Present
Melaleuca, Inc. December 1995 - Present
Cannon Falls Schools 2003 - 2014
Carlson Capital Management January 2008 - January 2009
Gemini, Inc January 2005 - February 2007
Angels Care Center May 2001 - January 2002
Skills
Training, Personnel Management, Customer Service, Event Planning, Public Speaking, Outlook, Organizational..., PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Coaching, Social Media, Marketing, Team Building, Leadership, Time Management, Fundraising, Sales, Interviews, Human Resources
Education
Saint Mary's University of Minnesota 2002 — 2003
Bachelor of Science, Human Resource Management
Inver Hills 2001 — 2002
Associate of Science; Certificate, Health Care Management; Medical Secretary
Bo Aylin Bo Aylin's Carlson Capital Management Experience 2000 - 2007
Job Partner, PrairieView Partners, LLC
Industry Financial Services
Experience
PrairieView Partners January 2008 - Present
Carlson Capital Management 2000 - 2007
Charles Schwab 1998 - 2000
Morgan Stanley 1996 - 1998
Skills
Estate Planning, Retirement Planning, Investments, Insurance, Finance, Financial Advisory, Tax, Risk Management, Strategic Planning, Financial Planners
Education
University of Vermont 1985 — 1989
BA
Colorado State University
Masters
PrairieView Partners January 2008 - Present
Carlson Capital Management 2000 - 2007
Charles Schwab 1998 - 2000
Morgan Stanley 1996 - 1998
Skills
Estate Planning, Retirement Planning, Investments, Insurance, Finance, Financial Advisory, Tax, Risk Management, Strategic Planning, Financial Planners
Education
University of Vermont 1985 — 1989
BA
Colorado State University
Masters
Matthew Morehead Matthew Morehead's Carlson Capital Management Experience September 2015 - Present
Job Integrated Wealth Advisor at Carlson Capital Management
Industry Financial Services
Experience
Carlson Capital Management September 2015 - Present
Greenspring Wealth Management December 2013 - September 2015
Launch2Life July 2009 - November 2013
Janiczek & Company, Ltd. May 2001 - June 2009
Reid and Riege, P.C. May 1999 - April 2001
United States Coast Guard May 1994 - April 1999
Education
The University of Connecticut School of Law 1998 — 2001
Juris Doctorate (JD)
University of Pennsylvania - The Wharton School
Certified Employee Benefit Specialist (CEBS) Designation, Employee Benefits
US Coast Guard Academy 1990 — 1994
B.S., Government
J.K. Mullen High School 1986 — 1990
Carlson Capital Management September 2015 - Present
Greenspring Wealth Management December 2013 - September 2015
Launch2Life July 2009 - November 2013
Janiczek & Company, Ltd. May 2001 - June 2009
Reid and Riege, P.C. May 1999 - April 2001
United States Coast Guard May 1994 - April 1999
Education
The University of Connecticut School of Law 1998 — 2001
Juris Doctorate (JD)
University of Pennsylvania - The Wharton School
Certified Employee Benefit Specialist (CEBS) Designation, Employee Benefits
US Coast Guard Academy 1990 — 1994
B.S., Government
J.K. Mullen High School 1986 — 1990
Jonathan Jaranson Jonathan Jaranson's Carlson Capital Management Experience 1994 - 2007
Job Partner, PrairieView Partners LLC
Industry Investment Management
Experience
PrairieView Partners LLC January 2008 - Present
Carlson Capital Management 1994 - 2007
Education
St. Olaf College 1990 — 1994
Economics, Finance & Accounting
College for Financial Planning
CFP®, Certified Financial Planner
PrairieView Partners LLC January 2008 - Present
Carlson Capital Management 1994 - 2007
Education
St. Olaf College 1990 — 1994
Economics, Finance & Accounting
College for Financial Planning
CFP®, Certified Financial Planner
Adam Hoffmann, CFP®'s Carlson Capital Management Experience February 2009 - Present
Job Director of Investments & Research
Industry Financial Services
Experience
Carlson Capital Management February 2009 - Present
Carlson Capital Management September 2005 - January 2008
Skills
Investments, Employee Stock Options, Portfolio Management, Socially Responsible..., Sustainable Investing, ETFs, Retirement Plan..., Equities, Financial Advisory, Fixed Income
Education
College for Financial Planning 2007 — 2007
CFP® Educational Certificate, CFP® Certification Professional Education Program
Augsburg College 2001 — 2005
BA, Major in Finance, Minor in Business Administration
Carlson Capital Management February 2009 - Present
Carlson Capital Management September 2005 - January 2008
Skills
Investments, Employee Stock Options, Portfolio Management, Socially Responsible..., Sustainable Investing, ETFs, Retirement Plan..., Equities, Financial Advisory, Fixed Income
Education
College for Financial Planning 2007 — 2007
CFP® Educational Certificate, CFP® Certification Professional Education Program
Augsburg College 2001 — 2005
BA, Major in Finance, Minor in Business Administration
Brent Hoppe, AAMS® Brent Hoppe, AAMS®'s Carlson Capital Management Experience August 2007 - July 2013
Job Managing Partner at Guardian Wealth Strategies
Industry Financial Services
Experience
Guardian Wealth Strategies, LLC July 2013 - Present
Carlson Capital Management August 2007 - July 2013
TIAA-CREF July 2001 - August 2007
Education
Hamline University 1993 — 1997
Bachelor of Education (B.Ed.), Liberal Arts and Sciences/Liberal Studies
Guardian Wealth Strategies, LLC July 2013 - Present
Carlson Capital Management August 2007 - July 2013
TIAA-CREF July 2001 - August 2007
Education
Hamline University 1993 — 1997
Bachelor of Education (B.Ed.), Liberal Arts and Sciences/Liberal Studies
Susan Rossi Susan Rossi's Carlson Capital Management Experience May 2014 - Present
Job Colleague at Carlson Capital Management
Industry Public Relations and Communications
Experience
Carlson Capital Management May 2014 - Present
University of California Office of the Treasurer February 2002 - 2013
Assetmark Investment Services, Inc. January 2001 - November 2001
National Association of Securities Dealers Regulation, Inc. (currently known as FINRA) August 1998 - July 2000
Thornburg Investment Management July 1990 - January 1998
Red Rose Gallerie 1985 - 1989
Red Rose Gallerie 1985 - 1989
Skills
Budgets, Strategy, Communication, Manage Client..., Program Management, Graphic Design, Copywriting, Voice Over, Event Planning, Editing, Team Facilitation, Public Speaking
Education
St. Olaf College
BA
Carlson Capital Management May 2014 - Present
University of California Office of the Treasurer February 2002 - 2013
Assetmark Investment Services, Inc. January 2001 - November 2001
National Association of Securities Dealers Regulation, Inc. (currently known as FINRA) August 1998 - July 2000
Thornburg Investment Management July 1990 - January 1998
Red Rose Gallerie 1985 - 1989
Red Rose Gallerie 1985 - 1989
Skills
Budgets, Strategy, Communication, Manage Client..., Program Management, Graphic Design, Copywriting, Voice Over, Event Planning, Editing, Team Facilitation, Public Speaking
Education
St. Olaf College
BA
Peter Conrad's Carlson Capital Management Experience September 2008 - October 2010
Job Senior Data Analyst at First Light Asset Management
Industry Financial Services
Experience
First Light Asset Management October 2014 - Present
Kopp Investment Advisors October 2010 - May 2014
Carlson Capital Management September 2008 - October 2010
Kopp Investment Advisors January 1995 - August 2008
Skills
Investments, Equities, Investment Strategies, Portfolio Management, Hedge Funds, Asset Management, Equity Research, Alternative Investments, Mutual Funds, Bloomberg, Equity Valuation, Investor Relations, Series 63, Private Equity, Series 7, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1993 — 1997
MBA, Finance
Minnesota State University, Moorhead 1982 — 1986
B.S., Finance, Economics
First Light Asset Management October 2014 - Present
Kopp Investment Advisors October 2010 - May 2014
Carlson Capital Management September 2008 - October 2010
Kopp Investment Advisors January 1995 - August 2008
Skills
Investments, Equities, Investment Strategies, Portfolio Management, Hedge Funds, Asset Management, Equity Research, Alternative Investments, Mutual Funds, Bloomberg, Equity Valuation, Investor Relations, Series 63, Private Equity, Series 7, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1993 — 1997
MBA, Finance
Minnesota State University, Moorhead 1982 — 1986
B.S., Finance, Economics
Nancy Mccarrell's Carlson Capital Management Experience March 2012 - April 2014
Job Paraplanner / Associate Advisor at Prestige Wealth Management, J.D.
Industry Financial Services
Experience
Carlson Capital Management March 2012 - April 2014
Thomson Reuters January 2000 - September 2005
Thomson Reuters January 1996 - January 2000
Thomson Reuters November 1993 - January 1996
Cargill June 1988 - August 1990
Skills
Wealth Management, Retirement Planning, Financial Planning, Portfolio Management, Estate Preservation, Money Guide Pro, Product Development, GoldMine CRM, Sales Force CRM, Product Management, Program Management, Project Management, Cross-functional Team..., Process Improvement, Business Process, Project Portfolio..., Although your..., Forecasting, Project Coordination, Business Case...
Education
William Mitchell College of Law 1990 — 1993
Doctor of Law (J.D.), Law
University of North Dakota 1984 — 1988
Bachelor of Accountancy, Accounting
College for Financial Planning 2014 — 2014
Certified Paraplanner, Financial Planning and Services
Carlson Capital Management March 2012 - April 2014
Thomson Reuters January 2000 - September 2005
Thomson Reuters January 1996 - January 2000
Thomson Reuters November 1993 - January 1996
Cargill June 1988 - August 1990
Skills
Wealth Management, Retirement Planning, Financial Planning, Portfolio Management, Estate Preservation, Money Guide Pro, Product Development, GoldMine CRM, Sales Force CRM, Product Management, Program Management, Project Management, Cross-functional Team..., Process Improvement, Business Process, Project Portfolio..., Although your..., Forecasting, Project Coordination, Business Case...
Education
William Mitchell College of Law 1990 — 1993
Doctor of Law (J.D.), Law
University of North Dakota 1984 — 1988
Bachelor of Accountancy, Accounting
College for Financial Planning 2014 — 2014
Certified Paraplanner, Financial Planning and Services