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.

Steven Lindgren
Chief Investment Officer & Partner
Crown Wealth Group
United States, North Carolina, Charlotte
About Me
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
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