Q4 2024 Mark Fitzgibbon, Piper Sandler, inquired about the timeline for regulatory approvals on the Berkshire Hills merger. CEO Perrault said regulators are expected to require year-end numbers for ...

Investment management company Maran Capital Management recently released its fourth-quarter 2024 investor letter. A copy of ...

Sequoia has entered a deal to acquire Carlson Capital Management (CCM), a Minnesota-based wealth manager, for an undisclosed ...

Sequoia Financial is acquiring Carlson Capital, adding $3.8B in assets and expanding its national presence with four ...

Sequoia Financial Group has agreed to acquire Carlson Capital Management, a Northfield, Minn., investment advisory firm with $3.8 billion in client assets, according to a news release. In a joint ...

Sequoia Financial Group agreed to acquire Carlson Capital Management in a deal expected to close March 31. Financial terms of ...

Richard Kreger, CEO of Moody Capital Solutions, welcomed Katherine Danielson and Todd Bertsch to the team: “We are thrilled to welcome the Capitalyst division into the Moody Capital family. This ...

Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial ...

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 ...

The acquisition, which represents its largest by number of employees, further enhances the $22.6 billion RIA giant's tax ...

Turbulence in some of the biggest tech names is reminding investors of one of the major risks to the U.S. stock market's ...