Steve Lindgren
President chez Charlotte Economics Club, Inc.
Profil
Mr. Steven Q.
Lindgren is a Chief Investment Officer & Partner at Crown Wealth Group LLC and a President & Director at Charlotte Economics Club, Inc. He is on the Board of Directors at Charlotte Economics Club, Inc. In Crown Wealth Group, he is responsible for ensuring that the firm’s goals-based investment philosophy is properly implemented.
This includes maintaining an effective and efficient investment process along with the proper allocation and management of investment portfolios.
Prior to joining Crown Wealth Group, Mr. Lindgren was a Regional Vice President & Investment Executive at Questar Capital for five years where his responsibilities included recruiting advisor talent and growing the businesses of over 125 registered representatives.
His career started in New York City analyzing banks for the U.S.
Department of the Treasury where he interpreted and enforced banking laws set forth by Congress.
In June 2008, Mr. Lindgren joined a Wall St. trading floor that traded $1 billion worth of equities daily and the financial crisis began shortly thereafter.
Much of his knowledge, passion and respect for the financial markets and global economies were shaped during those historic years.
Mr. Lindgren later spent two years at an investment bank authoring buy/hold/sell investment recommendations with a focus on semiconductor stocks.
He earned his bachelor’s degree in Finance from St. Cloud State University, and also studied at Macquarie University in Sydney, Australia.
He holds the Certified Investment Management Analyst certification, administered by Investments & Wealth Institute and taught in conjunction with Yale School of Management.
Postes actifs de Steve Lindgren
| Sociétés | Poste | Début |
|---|---|---|
Crown Wealth Group LLC
 Crown Wealth Group LLC Investment ManagersFinance Crown Wealth Group LLC (Crown Wealth) is an independent registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by Nicholas “Nick” Kolbenschlag in 2018. Crown Wealth offers discretionary and non- discretionary ongoing portfolio management services to ultra-wealthy individuals, families and businesses. | Directeur en chef des Investissements | 01/03/2019 |
Charlotte Economics Club, Inc.
 Charlotte Economics Club, Inc. Miscellaneous Commercial ServicesCommercial Services Charlotte Economics Club operates an organization. It provides leadership in the use and understanding of economic information. The company was founded in January 1996 and is headquartered in Charlotte, NC. | President | - |
Anciens postes connus de Steve Lindgren
| Sociétés | Poste | Fin |
|---|---|---|
Northland Securities, Inc.
 Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Analyst-Equity | 01/09/2013 |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Corporate Officer/Principal | 01/05/2011 |
Office of the Comptroller of the Currency
 Office of the Comptroller of the Currency General GovernmentGovernment Office of the Comptroller of the Currency regulates and supervises all nationally chartered commercial banks in the United States. It covers bank management, bank operations, and international banking. The company is headquartered in Washington, DC. | Corporate Officer/Principal | 31/05/2008 |
Formation de Steve Lindgren
| St. Cloud State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Finance |
Northland Securities, Inc.
Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Finance |
Office of the Comptroller of the Currency
Office of the Comptroller of the Currency General GovernmentGovernment Office of the Comptroller of the Currency regulates and supervises all nationally chartered commercial banks in the United States. It covers bank management, bank operations, and international banking. The company is headquartered in Washington, DC. | Government |
Charlotte Economics Club, Inc.
Charlotte Economics Club, Inc. Miscellaneous Commercial ServicesCommercial Services Charlotte Economics Club operates an organization. It provides leadership in the use and understanding of economic information. The company was founded in January 1996 and is headquartered in Charlotte, NC. | Commercial Services |
Crown Wealth Group LLC
Crown Wealth Group LLC Investment ManagersFinance Crown Wealth Group LLC (Crown Wealth) is an independent registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by Nicholas “Nick” Kolbenschlag in 2018. Crown Wealth offers discretionary and non- discretionary ongoing portfolio management services to ultra-wealthy individuals, families and businesses. | Finance |
