Cannon Carr
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Cannon Carr Email & Phone Number

Small Business Champion * Wealth Accumulation Strategist * Host of Podcast “Business Owner Tales from the Trenches" * Former Award-Winning Wall Street Analyst at EP Wealth Advisors
Location: Atlanta, Georgia, United States 5 work roles 3 schools
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Current company
EP Wealth Advisors
Role
Small Business Champion * Wealth Accumulation Strategist * Host of Podcast “Business Owner Tales from the Trenches" * Former Award-Winning Wall Street Analyst
Location
Atlanta, Georgia, United States
Company size
138 employees

Who is Cannon Carr? Overview

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Cannon Carr is listed as Small Business Champion * Wealth Accumulation Strategist * Host of Podcast “Business Owner Tales from the Trenches" * Former Award-Winning Wall Street Analyst at EP Wealth Advisors, a company with 138 employees, based in Atlanta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Cannon Carr.

Cannon Carr previously worked as Regional Director and Partner at Ep Wealth Advisors and Chief Executive Officer at Cornercap Wealth Advisors. Cannon Carr studied at Columbia Business School.

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EP Wealth Advisors

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Profile bio

About Cannon Carr

As Regional Director and Partner at EP Wealth, Cannon oversees the Atlanta office and broader region of the southeast, including market development, team building, and new adviser integration. Through his advisory practice, he also continues to help small business owners manage their liquid wealth alongside their business wealth. Cannon’s podcast series, "Business Owner Tales from the Trenches," shares practical lessons about sustaining business success while building financial independence along the way. As a business owner, Cannon has developed a dynamic planning approach called the 3Rs to help like-minded owners grow their businesses and create diversified wealth for financial independence. Before joining the EP Wealth Advisors family, Cannon was CEO and a principal shareholder of CornerCap, managing $1.2 billion with a team of 22 colleagues, where he refined the firm's vision, led new market growth, and optimized the team's next-generation leadership, in conjunction with the founder. Cannon received an MBA from Columbia University and a B.A. from Princeton University.

Current workplace

Cannon Carr's current company

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EP Wealth Advisors
Ep Wealth Advisors
Small Business Champion * Wealth Accumulation Strategist * Host of Podcast “Business Owner Tales from the Trenches" * Former Award-Winning Wall Street Analyst
torrance, california, united states
Website
epwealth.com
Employees
138
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5 roles · 32 years

Cannon Carr work experience

A career timeline built from the work history available for this profile.

Regional Director And Partner

Current
Ep Wealth Advisors

Atlanta, Georgia, United States

Sep 2024 - Present

Chief Investment Officer

Cornercap Wealth Advisors

Atlanta, GA

  • Lead investment strategy for private wealth management firm with locations in Atlanta, Ga. and Charlotte, NC managing more than $1B in assets
  • Oversee firm’s mutual funds while directing investment strategies, processes and asset class research to drive portfolio allocations for clients
  • Manage portfolios ranging from customized multi-asset class allocations to specific mandates in actively managed US equities
  • Develop custom investment strategies and lead relationships with institutional clients, ranging from state pension funds to foundations and endowments
Jun 2007 - Jun 2020

Senior Equity Analyst

Cibc World Markets

New York, NY

  • Provided regular commentary and expert analysis for various news media outlets including CNBC, CNN, Bloomberg News, Wall Street Journal and more
  • Specialized in IT business services, wireless services, and emerging telecom sectors
  • Received consistent commission votes from 80% of McLagan top 50 institutional investors
  • Rated five-star analyst by Zacks Research (2006)
  • Achieved top rankings from StarMine for earnings accuracy (#1 in 2003 and #2 in 2004)
1998 - 2007 ~9 yrs
Team & coworkers

Colleagues at EP Wealth Advisors

Other employees you can reach at epwealth.com. View company contacts for 138 employees →

EG Emily Goodman, Cfp® Emily Goodman, Cfp® Colleague at Ep Wealth Advisors Los Osos, California, United States, United States View → KH Kim Hedlund Kim Hedlund Colleague at Ep Wealth Advisors Los Angeles Metropolitan Area, United States View → BR Brad Robinson, Cfa, Cfp® Brad Robinson, Cfa, Cfp® Colleague at Ep Wealth Advisors Marietta, Georgia, United States, United States View → JW Jacqueline Wilson Jacqueline Wilson Colleague at Ep Wealth Advisors Atlanta, Georgia, United States, United States View → CL Carter Loeffelholz Carter Loeffelholz Colleague at Ep Wealth Advisors Denver, Colorado, United States, United States View → DM Debi Murphy Debi Murphy Colleague at Ep Wealth Advisors San Francisco Bay Area, United States View → KA Kevin Ashworth Kevin Ashworth Colleague at Ep Wealth Advisors Long Beach, California, United States, United States View → DW Desiree Weyls Desiree Weyls Colleague at Ep Wealth Advisors San Diego, California, United States, United States View → RK Ryan Krantz, Cfp® Ryan Krantz, Cfp® Colleague at Ep Wealth Advisors Salt Lake City, Utah, United States, United States View → CC Chuck Cutler Chuck Cutler Colleague at Ep Wealth Advisors Salt Lake City, Utah, United States, United States View →
3 education records

Cannon Carr education

FAQ

Frequently asked questions about Cannon Carr

Quick answers generated from the profile data available on this page.

What company does Cannon Carr work for?

Cannon Carr works for EP Wealth Advisors.

What is Cannon Carr's role at EP Wealth Advisors?

Cannon Carr is listed as Small Business Champion * Wealth Accumulation Strategist * Host of Podcast “Business Owner Tales from the Trenches" * Former Award-Winning Wall Street Analyst at EP Wealth Advisors.

Where is Cannon Carr based?

Cannon Carr is based in Atlanta, Georgia, United States while working with EP Wealth Advisors.

What companies has Cannon Carr worked for?

Cannon Carr has worked for Ep Wealth Advisors, Cornercap Wealth Advisors, Cibc World Markets, and Coopers & Lybrand Consulting.

Who are Cannon Carr's colleagues at EP Wealth Advisors?

Cannon Carr's colleagues at EP Wealth Advisors include Emily Goodman, Cfp®, Kim Hedlund, Brad Robinson, Cfa, Cfp®, Jacqueline Wilson, and Carter Loeffelholz.

How can I contact Cannon Carr?

You can use AeroLeads to view verified contact signals for Cannon Carr at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Cannon Carr attend?

Cannon Carr studied at Columbia Business School.

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