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 15 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 serves on the City of Northfield's Arts and Culture Commission. She is also an active volunteer on the Northfield Public Schools Communications Committee. 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
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 15 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 serves on the City of Northfield's Arts and Culture Commission. She is also an active volunteer on the Northfield Public Schools Communications Committee. 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
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 15 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 serves on the City of Northfield's Arts and Culture Commission. She is also an active volunteer on the Northfield Public Schools Communications Committee. 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 a member of the Management Team and Chief Marketing & Communications Officer for Carlson Capital Management. She oversees the planning, development, and execution of the firm’s marketing strategies; client communications; brand management; event management; and community involvement all with an eye on keeping our clients’ experience at the forefront. She is also responsible for partnering with other leaders and human capital colleagues to nurture and support the firm's keen focus on culture as expressed through its mission, vision, and values.

Kelly graduated with departmental distinction in Political Science from St. Olaf College, where she earned her Bachelor of Arts degree cum laude. Her career took her to Montana, Idaho, and Wisconsin before returning to Minnesota. Kelly’s professional background spans both the corporate and non-profit sectors. She has held corporate management positions in community relations and human resources.

Kelly was selected as a Policy Fellow at the University of Minnesota Hubert H. Humphrey Institute of Public Affairs, and served board tenures at both the Northfield Area Family YMCA and the Helena Education Foundation. Additional activities have included advisory committee service at St. Dominic School and co-chairing 5th Bridge-Feed My Starving Children Northfield meal-packing events, and many years of Northfield Jingle Bell Runs. 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 cousins.

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. We all grew up spending summers at the Lake, and we were always accountable to the aunts and uncles 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 on special occasions. 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, and, importantly, 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. Knowing you, and your story, enables us to 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.