Professional Biography Nash Bennett is a Paraplanner at Carlson Capital Management. In this role, Nash works closely with the firm's wealth advisors, collaborating throughout the planning process to deliver comprehensive financial plans to clients. He is responsible for collecting, tracking, and monitoring related data, preparing presentation materials, and assisting with portfolio management. Nash also facilitates client-advisor communications and works proactively to monitor and complete client-related servicing activities. In addition, he is responsible for holding a strong working knowledge of and leveraging firm technology to best serve clients.
Nash is a graduate of the Carlson School of Management at the University of Minnesota – Twin Cities. He earned his Bachelor of Science in Business degree in finance. He began working at Carlson Capital Management as an intern, providing special project support to advisors across the firm. During his tenure, he supported multiple data, analysis, and organization strategies, while familiarizing himself with CCM's clients and technology platforms.
Nash is a Minnesota native and lives in Edina, Minnesota. In his free time, he enjoys playing basketball and online games, fishing, and reading. Nash is an alumnus of the Sigma Alpha Epsilon fraternity.
