CoverProfile

Steven Lindgren

Chief Investment Officer & Partner

Crown Wealth Group

United States, North Carolina, Charlotte

About Me

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.

Profile Information

Chief Investment Officer & Partner

Crown Wealth Group

Investment Team

Investor

Multi-Family Office

Charlotte

North Carolina

United States

Aug 9, 2024

Work Experience

Crown Wealth Group

Chief Investment Officer & Partner
Mar 2019 - Present
Email: steve@crownwealthgroup.com

More profiles to browse

Profile Photo
Nick Kolbenschlag
Co-Founder & Chief Executive Officer

You Might Like

Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
RD
Russ Degitz
Principal
Huntington University