Carlson Capital provides integrated wealth management to about 1,300 clients, mainly in the Minneapolis-St. Paul area.

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

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 ...