“Tell me your landscape and I’ll tell you who you are.”
- Jose Ortega y Gasset

It has been interesting for us to learn that the most visited pages of our website have been our firm’s biographies. What this confirms for us is that our clients are most interested in our professional backgrounds, as well as the breadth and depth of our life experiences. When combined, these professional and personal experiences define much of who we are and, equally important, who we will be as a company and as individuals.

In choosing a partner to help manage your wealth, it is important to understand the “landscape” of the firm and individuals that you select. Parts of our “landscape” are evolving over time as we grow, both in the size of our team and the clients we serve. But there are parts of our landscape that are unchanging. The following biographical information is designed to give you an understanding of the technical and educational background of our employees, but also the other dimensions of their life that make up who they are as individual, contributing members.

Firmly grounded in foundational values, and intensely focused on each client’s well-being, Carlson Capital Management has been redefining partnership for over twenty years. Our unique approach to wealth management surrounds you with a team of experts that integrates the financial disciplines, simplifies your life and provides peace of mind. Our disciplined investment philosophy is based upon academic research and efficient market theory which removes emotion, mitigates risk, captures global market returns and drives the success of your wealth management plan. Finally, our objective, fee-based structure guarantees independent insight, and an ethical, transparent relationship. We’re proud of the fact that our perspective and approach have earned Carlson Capital Management a reputation for performance and fiduciary responsibility. Perhaps even more rewarding is the knowledge that our hard work and unwavering principles have earned us the deep trust of our valued clients.