Steven Q. Lindgren
Chief Investment Officer & Partner at Crown Wealth Group
- Role
- Chief Investment Officer & Partner at Crown Wealth Group
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Steven Q. Lindgren
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.
Experience
Chief Investment Officer & Partner
Mar 2019 — Present · Charlotte, NC, US
Serve as the senior investment expert to the firm. Accountable for the safekeeping and growth of client market-based and private investments
Education
Macquarie University
Sydney, Australia, Global Economics, Global Political Issues
2005 — 2005
St. Cloud State University - Herberger Business School
Bachelor of Science, Finance
2002 — 2006
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