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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

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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

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