Mary Keller Email and Phone Number

Carlson Capital Management is a comprehensive wealth management advisory firm based in Minnesota.

30 years of diverse experience in the Investment Advisory Business in both client service, operations and continuous improvement areas. Strategic and tactical leader with a hands-on approach spanning the areas of portfolio administration, regulatory, human capital, management, leadership, technology and pooled investment vehicles. Creating process and procedure across all areas while bridging client service and operations to be as efficient as possible all while creating a high touch client experience.Meristem is an independently owned provider of financial advisory services to individuals and their families. Meristem provides wealth management advice including; investment, tax, estate and charitable planning.

Meristem is an independently owned provider of financial advisory services to individuals and their families. Meristem provides wealth management advice including; investment, tax, estate and charitable planning.

Effectively managed firm’s operational growth from $130 million to $8 billion in assets and from two hundred clients to over three thousand clients.Provided Fiduciary Support by being the primary client liaison handling all requests from clients, custodians, brokers and accountants regarding performance reporting, registration changes, cash requirements, cash flow, tax requests, daily reconciliations, trade issues, investment style inquiries, performance, account updates and compliance.

Solely responsible for investment operations of a firm with $42 million in AUM which included two limited partnership hedge funds, a limited partnership income fund and private clients.

Principal liaison between clients, custodians and brokers.