Browsing Tag
Tom Haught
2 posts
Sequoia Financial to acquire Carlson Capital Management, adding $3.8bn in client assets
Sequoia Financial Group, LLC is set to acquire Carlson Capital Management, LLC in a landmark deal that will…
Sequoia Financial to acquire financial advisory firm Zeke Capital Advisors
Sequoia Financial Group announced it signed an agreement to acquire Zeke Capital Advisors, a financial advisory firm located…