CCM announces the hiring of John Ostrand who will serve as the firm’s Chief Wealth Advisor.
BLOOMINGTON, MINN. (July 15, 2019) – Carlson Capital Management (CCM) a Minnesota-based investment advisory and integrated wealth management firm announces the hiring of John Ostrand, CFP®, CTFA®, CAP® who has joined CCM in the role of Chief Wealth Advisor. In this new position at the firm, John will lead the firm’s strategic, operational, and tactical activities related to the overall wealth management experience for clients, ensuring that delivery of CCM’s client experience is aligned with the mission and vision of the firm. He’ll be responsible for all firm advisory functions, business development initiatives and for the talent management of advisory team members. In addition, as a member of the senior management team, John will work closely with the President and the Board on the development of the firm’s annual and long-term strategic plans.
John brings more than 25 years of experience in the financial services industry to his position at CCM. He began his career with Charles Schwab & Co. at the St. Paul, Minnesota branch, and held roles with progressive responsibility leading to his position as Vice President and Branch Manager which he held for eight years. In that role, John provided clients and their families wealth management services, while leading successful teams of advisors. His business development acumen earned him the Chairman’s Club Platinum Award. While at Schwab, John led the efforts to open and manage the offices in St. Paul as well as Rochester, MN and Sioux Falls, SD. John then transitioned to serving clients with trust administration and portfolio management. From there, John served in a Sr. Vice President and Managing Director role, where he spent six years serving clients and leading the Trust Fiduciary teams for the Minneapolis St. Paul markets of a large national banking institution. His professional experience includes working with clients on all aspects of wealth management and financial planning, and managing teams of financial professionals in their service to clients.
John is a Minnesota native and graduated from St. Cloud State University with a Bachelor’s degree in Finance. He holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards, as well as the Certified Trust Financial Advisor and Chartered Advisor in Philanthropy credentials.
NOTE: The information provided in this article is intended for clients of Carlson Capital Management. We recommend that individuals consult with a professional adviser familiar with their particular situation for advice concerning specific investment, accounting, tax, and legal matters before taking any action.