The 30-Year-Old Computer Scientist Who Wants to Remake Wealth Management
Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he views as archaic ...
WSFL Miami-Fort Lauderdale, FL on MSN16h
Carlos Cerezo Arribas on Building a Visionary Business Empire with Hart Capital
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Yale Environment 36017h
From Stochastic Calculus to David Swensen’s Legacy: My Journey in Investment Management at Yale SOM
Aishwarya Solanki ’25 reflects on her time studying with finance industry pioneers and crafting private equity proposals as a ...
O15 Capital Partners Amasses Nearly $400 Million for Impact Deals
Impact investor o15 Capital Partners, a private-credit firm founded in 2022, has armed itself with capital commitments to its debut commingled fund and related resources totaling nearly $400 million.
New owner to acquire Carlson Capital Management, including Rochester office
An Ohio financial firm with $22.6 billion under management is buying Northfield-based Carlson Capital Management, including its Rochester office. Sequoia Financial Group and Carlson Capital recently ...
Business Management Firm GCP Advisory LLP Opens Century City Office
Led by founding partners Barry Gumerove, Matthew Cohen and Ryan Perlman, alongside tax principal James Barmasse, GCP Advisory ...
Carlson Capital Management Buys 225 Shares of Microsoft Co. (NASDAQ:MSFT)
Carlson Capital Management increased its stake in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 1.2% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 19,611 shares of the ...