Peyton Carr, Cpwa® Email & Phone Number
@keystonegp.com
2 phones found area 646
LinkedIn matched
Who is Peyton Carr, Cpwa®? Overview
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Peyton Carr, Cpwa® is listed as Contributor at TechCrunch, a company with 3 employees, based in New York, New York, United States. AeroLeads shows a work email signal at keystonegp.com, phone signal with area code 646, and a matched LinkedIn profile for Peyton Carr, Cpwa®.
Peyton Carr, Cpwa® previously worked as Co-Founder, Managing Director at Keystone Global Partners, Llc and Member and Contributor at Forbes Finance Council. Peyton Carr, Cpwa® holds Bachelor Of Business Administration (Bba), Finance - Portfolio Management from Southern Methodist University.
Email format at TechCrunch
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AeroLeads found 2 current-domain work email signals for Peyton Carr, Cpwa®. Compare company email patterns before reaching out.
About Peyton Carr, Cpwa®
As a Financial Advisor and Planner, I specialize in guiding founders to make smart financial decisions, with a focus on sophisticated investing, tax minimization, and advanced financial planning. My clients often consider me their "financial quarterback" or personal CFO, as I help them navigate the unique financial opportunities and challenges they face.As a regular contributor to TechCrunch and Forbes, I explore personal finance topics tailored to founders and entrepreneurs. Some popular articles cover: Preparing Personally for Exits and IPOs, Advanced Tax Planning Strategies, Qualified Small Business Stock (QSBS), Selling Strategies for IPO Stock, Taxes, Real Estate, Financial Planning for Founders, and Investing in Alternative Assets.In 2023, my firm, Keystone Global Partners, was recognized with the prestigious PAM (Private Asset Management) Award for "Best Private Wealth Manager under $5bn" and was a finalist in numerous other categories. Often considered the "Oscars" of the US private asset management industry, the PAM Awards have acknowledged exceptional achievements in the sector for over two decades. I'm proud of our firm's accomplishment, which reflects our commitment to delivering innovative financial solutions for our clients. See the appropriate award disclaimers and an overview of the judging process in the awards section of my LinkedIn Profile.As a dedicated board member of the non-profit Search and Care, I'm passionate about improving the lives of seniors in our community by assisting them with daily tasks and activities.On a lighter note:• I'm an outdoor enthusiast who enjoys skiing, hiking, catch-and-release fly fishing, and biking• A passionate photographer, I've been capturing moments through my lens since high school• I love to cook and experiment with new recipes in the kitchen
Listed skills include Wealth Management, Alternative Investments, Investments, Investment Advisory, and 35 others.
Peyton Carr, Cpwa®'s current company
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Peyton Carr, Cpwa® work experience
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Co-Founder, Managing Director
Current- Provides financial planning and wealth management to clients and ensures seamless service.
- Provides guidance for founders and entrepreneurs in areas such as pre-sale business planning, QSBS, cash-flow modeling and budgeting, tax minimization, and more.
- Acts as a “quarterback” for all of his clients’ needsKeystone Group Partners, LLC (Keystone) is an SEC Registered Investment Advisory firm. Keystone is a wealth management firm, solely dedicated to working with tech.
Member And Contributor
CurrentWrite about wealth management and personal finance topics specific to tech founders, entrepreneurs, and early startup employees.
Wealth Adviser & Principal
- Served as the Head of Private Wealth Management.
- Created customized portfolios and delivered wealth planning services.
- Worked closely with clients to develop asset allocation strategies, plan for the sale of businesses, and advise on prudent financial decisions.
Private Wealth Adviser -- Private Banking & Investment Group
- Served as a Wealth Adviser in the ultra-high-net-worth (UHNW) private banking division.
- Provided investment and wealth management advice, consulting, financial planning, and portfolio management to a diverse group of clients.
- Delivered investment portfolio structure/maintenance, investment diligence, and asset allocation.
- Implemented strategies in conjunction with client estate and tax minimization best practices.
Peyton Carr, Cpwa® education
Bachelor Of Business Administration (Bba), Finance - Portfolio Management
Cpwa® Designation
Frequently asked questions about Peyton Carr, Cpwa®
Quick answers generated from the profile data available on this page.
What company does Peyton Carr, Cpwa® work for?
Peyton Carr, Cpwa® works for TechCrunch.
What is Peyton Carr, Cpwa®'s role at TechCrunch?
Peyton Carr, Cpwa® is listed as Contributor at TechCrunch.
What is Peyton Carr, Cpwa®'s email address?
AeroLeads has found 2 work email signals at @keystonegp.com for Peyton Carr, Cpwa® at TechCrunch.
What is Peyton Carr, Cpwa®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 646 for Peyton Carr, Cpwa® at TechCrunch.
Where is Peyton Carr, Cpwa® based?
Peyton Carr, Cpwa® is based in New York, New York, United States while working with TechCrunch.
What companies has Peyton Carr, Cpwa® worked for?
Peyton Carr, Cpwa® has worked for Techcrunch, Keystone Global Partners, Llc, Forbes Finance Council, Royal Oak Capital Mgmt, Llc, and Merrill Lynch.
Who are Peyton Carr, Cpwa®'s colleagues at TechCrunch?
Peyton Carr, Cpwa®'s colleagues at TechCrunch include Jennifer Park and Michelle Carr.
How can I contact Peyton Carr, Cpwa®?
You can use AeroLeads to view verified contact signals for Peyton Carr, Cpwa® at TechCrunch, including work email, phone, and LinkedIn data when available.
What schools did Peyton Carr, Cpwa® attend?
Peyton Carr, Cpwa® holds Bachelor Of Business Administration (Bba), Finance - Portfolio Management from Southern Methodist University.
What skills is Peyton Carr, Cpwa® known for?
Peyton Carr, Cpwa® is listed with skills including Wealth Management, Alternative Investments, Investments, Investment Advisory, Asset Allocation, Hedge Funds, Investment Management, and Private Banking.
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