Jeff Carlson Email & Phone Number
Founder and Principal of Carlson Capital Management
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Jeff Carlson Location
- Saint Paul, MN, US
Jeff Carlson Work
- Principal, Senior Strategic Advisor at Sequoia Financial Group @ (April 2025 - Present)
- Founder and Principal of Carlson Capital Management @ Carlson Capital Management (January 1987 - Present)
- Financial Advisor @ IDS Financial Services (January 1983 - January 1987)
Jeff Carlson Education
- St. Olaf College
Bachelor of Arts (BA) (Economics)
1979-1983
Jeff Carlson Skills
- Asset Allocation
- Business Development
- Buy/Sell Planning
- Charitable Gift Planning
- Estate Planning
- Fiduciary Management
- Financial Planning
- Integrated Wealth Management for High Net Worth Families
- Intergenerational Wealth Transfer
- Investment Management
- Philanthropic Planning for Families
- Retirement Planning
- Stock Option Analysis
- Strategic Planning
- Leadership
- Accounting
- Strategy
- Microsoft Excel
- Business Strategy
- Project Management
- Integration
Jeff Carlson Summary
- Jeff Carlson, based in Saint Paul, MN, US, is currently a Founder and Principal of Carlson Capital Management at Carlson Capital Management. Jeff Carlson brings experience from previous roles at Sequoia Financial Group and IDS Financial Services. Jeff Carlson holds a 1979 - 1983 Bachelor of Arts (BA) in Economics @ St. Olaf College. With a robust skill set that includes Asset Allocation, Business Development, Buy/Sell Planning, Charitable Gift Planning, Estate Planning and more. Jeff Carlson has 2 emails and 2 mobile phone numbers on RocketReach.
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