Michael Lund serves as an Investment Operations Specialist at Carlson Capital Management. As a part of both the investment and operations teams, Michael is responsible for performing system downloads and data reconciliations, coordinating the firm’s quarterly report process, conducting research, and helping to manage and maintain data integrity and other activities that support overall client portfolio management and firm operations. Prior to joining the CCM team, Michael worked as an operations specialist at Wells Fargo Investments in Minneapolis.
Michael is a 2013 graduate from the University of Minnesota, where he earned his Bachelor of Arts degree in Economics. Throughout college Michael was active with campus organizations which included serving on the student board for Habitat for Humanity and serving as an administrator and stock analyst on the U of M Stock Traders Club. In addition, Michael interned with Xcel Energy as a strategic planning intern, and worked as an assistant facility manager for Baseline Tennis Center at the U of M. He also participated on multiple intra-mural sports teams. Michael has been an avid tennis player since the age of ten. In the summer months, he enjoys playing softball and golf, and spending time with his family at the cabin. Michael grew up in Hastings, Minnesota, and currently lives in Northfield.
As a kid, my father always looked for opportunities to teach me the value of saving and planning for my financial future. He would often preach that “a penny not spent today is a penny you can spend tomorrow.” Now that I’m an adult, I often find myself reflecting on this wisdom. The future holds many uncertainties, and the only thing you can control is what you do in the present.
As I think about saving my pennies for tomorrow, I am reminded of the many aspects of my work that I enjoy, including helping our clients see the future by looking at the present. We are always striving to put our client’s best interests first, so that they can be ready for whatever the future holds.