Chief Investment Officer & Partner
CurrentServe as the senior investment expert to the firm. Accountable for the safekeeping and growth of client market-based and private investments
Mar 2019 - Present
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Steven Q. Lindgren, Cima®, Crpc® Email & Phone Number
Chief Investment Officer & Partner at Crown Wealth Group
at
Crown Wealth Group
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✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Chief Investment Officer & Partner at Crown Wealth Group
Location
Charlotte, North Carolina, United States
Who is Steven Q. Lindgren, Cima®, Crpc®? Overview
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Steven Q. Lindgren, Cima®, Crpc® is listed as Chief Investment Officer & Partner at Crown Wealth Group at Crown Wealth Group, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Steven Q. Lindgren, Cima®, Crpc®.
Steven Q. Lindgren, Cima®, Crpc® previously worked as Chief Investment Officer & Partner at Crown Wealth Group and President at Charlotte Economics Club. Steven Q. Lindgren, Cima®, Crpc® studied at Yale School Of Management.
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Crown Wealth Group
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Profile bio
About Steven Q. Lindgren, Cima®, Crpc®
As Chief Investment Officer, I am responsible for ensuring our firm’s goals-based investment philosophy is properly implemented to ensure our clients achieve the objectives identified in the financial planning and advice delivery process. This includes maintaining an effective and efficient investment process along with the proper allocation and management of investment portfolios.
Current workplace
Steven Q. Lindgren, Cima®, Crpc®'s current company
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7 roles
Steven Q. Lindgren, Cima®, Crpc® work experience
A career timeline built from the work history available for this profile.
President
Current
Jan 2023 - Present
Board Of Directors
CurrentThe Charlotte Economics Club’s mission is to provide leadership in the use and understanding of economic information and industry trends that affect our region’s economic growth. We are a local chapter of the National Association for Business Economics (NABE). The NABE has 24,000 members and provides a vital link between business economists and those who.
Dec 2020 - Present
Questar Capital Corporation - Regional Vice President, Investment Executive
Sep 2013 - Mar 2019
Equity Research - Mobile Communications
- Authored buy/sell/hold investment recommendations on covered companies and industries to be published and distributed throughout Wall Street and buy-side clients.
- Expertise of multiple global industries and markets as they pertain to our specific coverage of stocks. Emphasis on semiconductor industry. Responsible for financial modeling, identifying and analyzing growth trends.
Jan 2012 - Sep 2013
Trade Support Associate
Supported option traders, equity traders, and program traders in a high risk environment on Bernstein’s brokerage trading floor during the financial crisis. The desk traded approximately $1 billion worth of equities daily
Jun 2008 - May 2011
Associate National Bank Examiner
- Interpreted and enforced banking laws set forth by the U.S. Government.
- Performed financial analysis of bank capital, earnings, interest rate risk, liquidity, and asset quality at multi-billion dollar institutions.
- Training included financial statement analysis, law interpretation, presentation skills, bank accounting, 10-K 10-Q analysis, bank peer group analysis, bank stress testing.
Jan 2007 - Jun 2008
3 education records
Steven Q. Lindgren, Cima®, Crpc® education
Education record
Yale School Of Management
Sydney, Australia, Global Economics, Global Political Issues
Macquarie University
Bachelor Of Science, Finance
St. Cloud State University - Herberger Business School
FAQ
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What company does Steven Q. Lindgren, Cima®, Crpc® work for?
Steven Q. Lindgren, Cima®, Crpc® works for Crown Wealth Group.
What is Steven Q. Lindgren, Cima®, Crpc®'s role at Crown Wealth Group?
Steven Q. Lindgren, Cima®, Crpc® is listed as Chief Investment Officer & Partner at Crown Wealth Group at Crown Wealth Group.
Where is Steven Q. Lindgren, Cima®, Crpc® based?
Steven Q. Lindgren, Cima®, Crpc® is based in Charlotte, North Carolina, United States while working with Crown Wealth Group.
What companies has Steven Q. Lindgren, Cima®, Crpc® worked for?
Steven Q. Lindgren, Cima®, Crpc® has worked for Crown Wealth Group, Charlotte Economics Club, Allianz Life, Northland Securities, and Sanford C. Bernstein, A Subsidiary Of Alliance Bernstein.
How can I contact Steven Q. Lindgren, Cima®, Crpc®?
You can use AeroLeads to view verified contact signals for Steven Q. Lindgren, Cima®, Crpc® at Crown Wealth Group, including work email, phone, and LinkedIn data when available.
What schools did Steven Q. Lindgren, Cima®, Crpc® attend?
Steven Q. Lindgren, Cima®, Crpc® studied at Yale School Of Management.
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