CCM In the News

Professional Biography
Leah Rich is Senior Manager, Marketing & Communications at Carlson Capital Management. Leah provides strategic communications direction and implementation support to enhance the client experience and build brand awareness.

Leah is a graduate of Gustavus Adolphus College with a Bachelor of Arts degree in communication studies and management. Prior to joining the Carlson Capital Management team, Leah worked for fifteen years at a marketing agency, developing and implementing integrated communications strategies for clients across a variety of industries.

Leah enjoys quiet walks, good books, a houseful of guests, and family puzzles. Leah is a current board member of WINGS and active volunteer at Emmaus Church and Northfield Montessori. Leah shares her life with her husband, Matthew, and their four children. Together they reside in Northfield, Minnesota.

Personal Thoughts
As a mom, I often think about the legacy I’ll leave for my children. What about me will they remember most? My six-year-old recently described me to his classmates by sharing that I’m really good at UNO – yes, the card game!

Although my name won’t ever be found in an UNO hall of fame, I hope that my legacy is centered on excellence – giving everything I can in every instance. I’ve found – time and time again – that my work ethic and can-do attitude are difference makers, and I’m grateful for the opportunity to partner with colleagues who share in a commitment to giving their very best at every turn.

Professional Biography
Kelly Irvine is Director of Marketing & Communications for Carlson Capital Management. She oversees the firm’s marketing plans and project implementation; client communications and appreciation activities; event management and community involvement, all with an eye on keeping our clients’ experience at the forefront.

Kelly graduated with departmental distinction in Political Science from St. Olaf College in 1992, where she earned her Bachelor of Arts degree cum laude. Her career took her to Montana, Idaho and Wisconsin before a return to Minnesota in 2003. Kelly’s professional background spans both the corporate and non-profit sectors. She has held corporate management positions in community relations and human resources. Just prior to joining CCM she worked as a development officer at the University of St. Thomas.

Community involvement is important to Kelly. She was selected as a Policy Fellow at the Hubert H. Humphrey Institute of Public Affairs, where she was a 2004-2005 participant. Past activities have included volunteer advisory committee service at St. Dominic School and co-chairing 5th Bridge-Feed My Starving Children Northfield meal-packing events. Kelly is a past board member of the Northfield Area Family YMCA and of the Helena Education Foundation. Kelly, her husband Colin, and their two children spent the 2010-2011 school year living in and working from Oslo, Norway. She now telecommutes from Sioux Falls, South Dakota where she resides with her family.

Personal Thoughts
Like many Minnesotans, I grew up with the privilege of “going to the Lake” in the summer. (Much to the chagrin of my spouse, who hails from the West, we Midwesterners never really bother to specify which lake. It’s just the Lake.) Not unlike many families in this area, I am fortunate in that early ancestors from Norway had the foresight to purchase lake front land where they wasted no time establishing family traditions – including an annual July 4th celebration. And while land is simply land, it’s our “landscape” that helps describe the essence of who we are. For me that landscape, and more precisely “the Lake,” is really all about family.

I recall my wedding day as guests came out of the chapel to greet us in the receiving line. My new mother-in-law from out of state stood next to me as I introduced her to many unfamiliar faces. She remarked later that every other person was “a cousin from the Lake.” How right she was. In our family, it doesn’t matter if one is a first cousin, a third cousin twice-removed, or the spouse of a second cousin – we are just cousins. Cousins range from several months old to those in their nineties, and, oddly enough, we consider ourselves part of an “immediate” family, even though the number of us easily exceeds a couple hundred. We all grew up spending summers at the Lake, and we were always accountable to the aunts in the generation (or two) ahead of us. We are there for one another’s weddings, funerals and sometimes birthdays. We look forward to sharing kransekake and rommegrot. We are intent on ensuring that our children know our cousins’ children. So, to know me is to know that I am a wife and a mother, a daughter and a sister, a grand-daughter, and, of course, “a cousin.”

All of us at CCM look forward to learning your story, because that is how we at CCM have defined ourselves as a company, and that is how we will continue to define ourselves in the future. We must know you and your story before we can help you accomplish what is important to you.

Professional Biography
Kelly Irvine is Director of Marketing & Communications for Carlson Capital Management. She oversees the firm’s marketing plans and project implementation; client communications and appreciation activities; event management and community involvement, all with an eye on keeping our clients’ experience at the forefront.

Kelly graduated with departmental distinction in Political Science from St. Olaf College in 1992, where she earned her Bachelor of Arts degree cum laude. Her career took her to Montana, Idaho and Wisconsin before a return to Minnesota in 2003. Kelly’s professional background spans both the corporate and non-profit sectors. She has held corporate management positions in community relations and human resources. Just prior to joining CCM she worked as a development officer at the University of St. Thomas.

Community involvement is important to Kelly. She was selected as a Policy Fellow at the Hubert H. Humphrey Institute of Public Affairs, where she was a 2004-2005 participant. Past activities have included volunteer advisory committee service at St. Dominic School and co-chairing 5th Bridge-Feed My Starving Children Northfield meal-packing events. Kelly is a past board member of the Northfield Area Family YMCA and of the Helena Education Foundation. Kelly, her husband Colin, and their two children spent the 2010-2011 school year living in and working from Oslo, Norway. She now telecommutes from Sioux Falls, South Dakota where she resides with her family.

Personal Thoughts
Like many Minnesotans, I grew up with the privilege of “going to the Lake” in the summer. (Much to the chagrin of my spouse, who hails from the West, we Midwesterners never really bother to specify which lake. It’s just the Lake.) Not unlike many families in this area, I am fortunate in that early ancestors from Norway had the foresight to purchase lake front land where they wasted no time establishing family traditions – including an annual July 4th celebration. And while land is simply land, it’s our “landscape” that helps describe the essence of who we are. For me that landscape, and more precisely “the Lake,” is really all about family.

I recall my wedding day as guests came out of the chapel to greet us in the receiving line. My new mother-in-law from out of state stood next to me as I introduced her to many unfamiliar faces. She remarked later that every other person was “a cousin from the Lake.” How right she was. In our family, it doesn’t matter if one is a first cousin, a third cousin twice-removed, or the spouse of a second cousin – we are just cousins. Cousins range from several months old to those in their nineties, and, oddly enough, we consider ourselves part of an “immediate” family, even though the number of us easily exceeds a couple hundred. We all grew up spending summers at the Lake, and we were always accountable to the aunts in the generation (or two) ahead of us. We are there for one another’s weddings, funerals and sometimes birthdays. We look forward to sharing kransekake and rommegrot. We are intent on ensuring that our children know our cousins’ children. So, to know me is to know that I am a wife and a mother, a daughter and a sister, a grand-daughter, and, of course, “a cousin.”

All of us at CCM look forward to learning your story, because that is how we at CCM have defined ourselves as a company, and that is how we will continue to define ourselves in the future. We must know you and your story before we can help you accomplish what is important to you.

Professional Biography
Tim Jackson is Director of Operations and Technology at Carlson Capital Management. In this role, Tim is responsible for oversight of all firm operations and technology. This includes planning, implementing and managing all aspects of technology to enhance both the client and colleague experience at CCM. He is also responsible for ensuring support and maintenance of existing applications, platforms and tools, as well as researching and implementing new solutions on an on-going basis. Tim’s hands-on experience and strong technical aptitude help ensure the overall efficiency and effectiveness of the firm’s operations.

Tim graduated from the University of Wisconsin – Madison, where he earned a Bachelor of Science degree in economics with an emphasis in mathematics. After graduation, he joined a small software company in the Twin Cities, where he worked in research and development. Tim has extensive self-taught computer skills and has significant experience in designing and maintaining websites. In 2017, Tim began a three-year term as a member of the Charles Schwab Technology, Operations, and Service Advisory Board. He also volunteers his technical skills to assist a variety of non-profit organizations. Tim and his family live in Northfield, Minnesota.

Personal Thoughts
Family is very important to me. I grew up with three brothers and three sisters, and my parents have since gone on to adopt thirty more children, bringing the total number of children in my family to thirty-seven. The closeness of my family has instilled in me a strong sense of family values, which I carry forward to my own family now. My wife and I love every second we are with our children, watching them develop and grow.

Growing up in a large family has also given me a great understanding of teamwork and how to get things done. My brothers and sisters would seldom all agree on things, but somehow we managed to compromise and move on without anyone getting left behind. My family experiences have helped me apply these skills of teamwork and compromise in the business world. Teamwork has always been a part of the CCM culture and I’m proud to provide our clients with an experience that reflects this value.

Professional Biography
Kelly Irvine is Director of Marketing & Communications for Carlson Capital Management. She oversees the firm’s marketing plans and project implementation; client communications and appreciation activities; event management and community involvement, all with an eye on keeping our clients’ experience at the forefront.

Kelly graduated with departmental distinction in Political Science from St. Olaf College in 1992, where she earned her Bachelor of Arts degree cum laude. Her career took her to Montana, Idaho and Wisconsin before a return to Minnesota in 2003. Kelly’s professional background spans both the corporate and non-profit sectors. She has held corporate management positions in community relations and human resources. Just prior to joining CCM she worked as a development officer at the University of St. Thomas.

Community involvement is important to Kelly. She was selected as a Policy Fellow at the Hubert H. Humphrey Institute of Public Affairs, where she was a 2004-2005 participant. Past activities have included volunteer advisory committee service at St. Dominic School and co-chairing 5th Bridge-Feed My Starving Children Northfield meal-packing events. Kelly is a past board member of the Northfield Area Family YMCA and of the Helena Education Foundation. Kelly, her husband Colin, and their two children spent the 2010-2011 school year living in and working from Oslo, Norway. She now telecommutes from Sioux Falls, South Dakota where she resides with her family.

Personal Thoughts
Like many Minnesotans, I grew up with the privilege of “going to the Lake” in the summer. (Much to the chagrin of my spouse, who hails from the West, we Midwesterners never really bother to specify which lake. It’s just the Lake.) Not unlike many families in this area, I am fortunate in that early ancestors from Norway had the foresight to purchase lake front land where they wasted no time establishing family traditions – including an annual July 4th celebration. And while land is simply land, it’s our “landscape” that helps describe the essence of who we are. For me that landscape, and more precisely “the Lake,” is really all about family.

I recall my wedding day as guests came out of the chapel to greet us in the receiving line. My new mother-in-law from out of state stood next to me as I introduced her to many unfamiliar faces. She remarked later that every other person was “a cousin from the Lake.” How right she was. In our family, it doesn’t matter if one is a first cousin, a third cousin twice-removed, or the spouse of a second cousin – we are just cousins. Cousins range from several months old to those in their nineties, and, oddly enough, we consider ourselves part of an “immediate” family, even though the number of us easily exceeds a couple hundred. We all grew up spending summers at the Lake, and we were always accountable to the aunts in the generation (or two) ahead of us. We are there for one another’s weddings, funerals and sometimes birthdays. We look forward to sharing kransekake and rommegrot. We are intent on ensuring that our children know our cousins’ children. So, to know me is to know that I am a wife and a mother, a daughter and a sister, a grand-daughter, and, of course, “a cousin.”

All of us at CCM look forward to learning your story, because that is how we at CCM have defined ourselves as a company, and that is how we will continue to define ourselves in the future. We must know you and your story before we can help you accomplish what is important to you.