CCM President/Principal, Justin Stets, begins two-year term as President of Zero Alpha Group.
The team at Carlson Capital Management is pleased to share the news that that Justin Stets has been named to a two-year term as President of Zero Alpha Group (ZAG). ZAG is a national network of wealth management firms who share a common philosophy about investing and client service, and collectively manage approximately $12 billion in assets. CCM has been a member of ZAG for more than ten years. In that time, we have appreciated that our ZAG affiliation has allowed us to accrete benefits to our clients and our colleagues through a number of facets including (among others): firm leadership collaboration; collective standards and procedures development; firm efficiency and effectiveness that result from sharing data, research, technical knowledge and best practice solutions; formal leadership training for our colleagues; collaboration forums for our professional team members; lower fees negotiated with vendors as a result of our collective size and standing, and lower-cost access to joint resources. As President, Justin will head up an Executive Committee who together with the ZAG Executive Director, provide leadership, vision and direction to the organization. For more information about Zero Alpha Group, visit: http://zeroalphagroup.com.