Greg Carlson
Chief Executive Officer at Carlson Capital Management, Inc.
Greg Carlson active positions
| Companies | Position | Start | End |
|---|---|---|---|
Carlson Capital Management, Inc.
 Carlson Capital Management, Inc. Investment ManagersFinance Founded in 1987, Carlson Capital Management, Inc. is registered investment advisor located in Northfield, Minnesota. The firm's clients include high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit sharing plans, and corporations or other business entities. | Chief Executive Officer | 1986-12-31 | - |
| Founder | 1986-12-31 | - | |
Carlson Capital Management LLC
 Carlson Capital Management LLC Investment ManagersFinance Carlson Capital Management LLC (CCM) is a fee-based, registered investment advisor headquartered in Northfield, Minnesota. The firm was founded in 2015 and is principally owned by Carlson Capital Management, Inc. CCM offers wealth management, financial advisory and institutional (retirement plan) services to high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit-sharing plans, and corporations or other business entities. | Founder | 2014-12-31 | - |
| Chairman | 2014-12-31 | - | |
| Chief Executive Officer | 2014-12-31 | 2024-02-29 |
Career history of Greg Carlson
Former positions of Greg Carlson
| Companies | Position | Start | End |
|---|---|---|---|
| IDS Financial Services, Inc. | Corporate Officer/Principal | - | - |
| American Express Financial Services | Corporate Officer/Principal | - | - |
| St. Olaf College | Corporate Officer/Principal | - | - |
Training of Greg Carlson
| St. Olaf College | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Corporate Officer/Principal | 3 |
| Chief Executive Officer | 2 |
| Founder | 2 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
| American Express Financial Services | |
| IDS Financial Services, Inc. | |
Carlson Capital Management, Inc.
Carlson Capital Management, Inc. Investment ManagersFinance Founded in 1987, Carlson Capital Management, Inc. is registered investment advisor located in Northfield, Minnesota. The firm's clients include high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit sharing plans, and corporations or other business entities. | Finance |
Carlson Capital Management LLC
Carlson Capital Management LLC Investment ManagersFinance Carlson Capital Management LLC (CCM) is a fee-based, registered investment advisor headquartered in Northfield, Minnesota. The firm was founded in 2015 and is principally owned by Carlson Capital Management, Inc. CCM offers wealth management, financial advisory and institutional (retirement plan) services to high net-worth families and individuals, trusts and estates, charitable organizations, pension and profit-sharing plans, and corporations or other business entities. | Finance |
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