The 30-Year-Old Computer Scientist Who Wants to Remake Wealth Management
Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he views as archaic ...
WSFL Miami-Fort Lauderdale, FL on MSN16h
Carlos Cerezo Arribas on Building a Visionary Business Empire with Hart Capital
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Yale Environment 36017h
From Stochastic Calculus to David Swensen’s Legacy: My Journey in Investment Management at Yale SOM
Aishwarya Solanki ’25 reflects on her time studying with finance industry pioneers and crafting private equity proposals as a ...
O15 Capital Partners Amasses Nearly $400 Million for Impact Deals
Impact investor o15 Capital Partners, a private-credit firm founded in 2022, has armed itself with capital commitments to its debut commingled fund and related resources totaling nearly $400 million.
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 ...
Carlson Capital Management Buys 225 Shares of Microsoft Co. (NASDAQ:MSFT)
Carlson Capital Management increased its stake in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 1.2% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 19,611 shares of the ...