CoverProfile

Peyton Carr

Co-Founder, Managing Director, Partner

Keystone Global Partners

United States, New York, New York

About Me

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

View more

Profile Information

Co-Founder, Managing Director, Partner

Keystone Global Partners

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

Sep 17, 2024

More profiles to browse

Profile Photo
Calvin Lo
Managing Director, Partner

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management