Carlson Capital Management

Integrated Wealth Management

Menu
  • Our Firm
    • Our FirmFirmly grounded in foundational values, and intensely focused on each client’s well-being, Carlson Capital Management has been redefining partnership for more than 35 years.
    • Our TeamOur approach to wealth management is to surround you with a team of professionals who leverage their expertise and work together to integrate all of the key financial disciplines into one plan.
    • Community CommitmentIn the same way that we value the deep and lasting partnerships we have with our clients, we place a strong value on being partners in our communities.
    • Fiduciary StandardsIntegrity, trust, expertise and care are hallmarks of the CCM experience. They are at the root of all we do and the essence of who we are.
    • Fee StructureOur independent, fee-based status allows us to focus on one simple thing: what is in the best interest of our client.
    • CareersLearn about employment opportunities and apply online.
    • Close
  • Our Clients
    • Client ProfileOur clients are individuals, families, businesses and foundations with many varying goals and situations, but one thing in common – the need and desire for integrated solutions.
    • Women’s InitiativeResources and information related to CCM’s Women’s Initiative: Promoting the Financial Empowerment of Women.
    • Make a ReferralThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to Carlson Capital Management.
    • Close
  • Our Approach
  • Services
    • Integrated Wealth ManagementOur Integrated Wealth Management approach surrounds clients with a team who apply their expertise to integrate all of the financial disciplines.
    • Carlson PortfoliosCarlson Portfolios offers a solution for clients whose situations are less complex than a traditional CCM Integrated Wealth Management client.
    • Retirement Plan ServicesComprehensive integrated retirement plan solutions.
    • Institutional Portfolio ServicesInvestment advisory and fiduciary consulting for foundations, endowments and associations.
    • Close
  • News
  • Contact Us
    • Locations & DirectorySee our locations and the various ways to contact us.
    • Request a ConversationTake the next step in learning more about our integrated wealth management services by requesting a conversation with one of our advisors.
    • Contact Our TeamEmail one of our team members directly or send a general inquiry to the firm.
    • Client Servicing ContactsFind the CCM team member who can help with your specific question or request.
    • Join a Meeting With CCMJoin your scheduled meeting with Carlson Capital Management.
    • Close
  • Request a Call
  • Client Login

Team Member Profile

Joshua Lester - Carlson Capital Management

Joshua Lester

Investment Specialist

icon

952.230.6711

icon

Email Joshua

icon

Professional Biography

Joshua Lester is an Investment Specialist at Carlson Capital Management. In this role, Joshua is responsible for monitoring and reviewing client portfolios to maintain balance across asset classes, placing trades through the custodial trading platform, and reviewing daily cash positions. He also actively supports data management, custodial relationships, and investment research for the firm.

Joshua graduated summa cum laude from Montana State University, where he earned his Honors degree and Bachelor of Science in financial engineering. He was recognized as the Outstanding Senior for the Department of Agricultural Economics and Economics. During his time at MSU, Joshua was active in the campus’ Honors College, financial engineering club, the engineering honor society Tau Beta Pi, and SigEp. While in school he completed various internships and projects to support a career in investment management, including building the skills needed for constructing and analyzing diversified portfolios that consider a range of goals and leverage varied trading strategies. Prior to joining CCM, Joshua exceled in several roles that leveraged his skills in research, data analysis, and customer service and allowed him to demonstrate his genuine care for others.

Joshua grew up in Belgrade, Montana, and currently resides in Eden Prairie, Minnesota. He enjoys exploring and learning new things, playing and watching sports, and being outdoors.

icon

Personal Thoughts

I have always been very curious. I feel the need to understand how and why everything works. I am someone who questions everything. Curiosity is essential for growth and learning. It helps us to understand the world around us and make sense of our experiences. I am very fortunate to have been raised in a family that values curiosity and is passionate about education and lifelong learning. My parents helped my siblings and me develop a love of knowledge and a strong work ethic. This has and will continue to serve me well throughout my life.  

Another profound impact on my life is growing up with a sibling with special needs. It taught me many things, including patience, compassion, and understanding, while also making me more resilient and adaptable. It is the biggest blessing of my life.  

In today’s rapidly changing world, it is more important than ever to have patience and be able to adapt and learn new things. The world is constantly evolving, and new ideas and technologies are emerging all the time. If you want to stay ahead of the curve, you must be willing and excited to learn new things. I am proud to be a lifelong learner and I am excited for the opportunity to help shape what the future holds. 

Our Clients

Client Profile

Fiduciary Standards

Integrated Wealth Management

Carlson Portfolios

Our Firm

Our Team

News

Locations

Careers

Compliance

Important Disclosure Information

Privacy Notice

Form CRS

Form ADV Part 2A

Contact Us

Request a Conversation

Contact Our Team

952.230.6700

© 2023 Carlson Capital Management, LLC, d/b/a Carlson Capital Management.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.