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
Peyton Carr
Co-Founder, Managing Director, Partner
Keystone Global Partners
United States, New York, New York
About Me
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
Calvin Lo
Managing Director, Partner
You Might Like
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
MO
Melissa Opel
Portfolio Manager
Northern Capital Management Inc
PG
Patricia Gee
Operations
Manhattan Family Office
NC
Najib Canaan
Chief Executive Officer
Kingswood Group