Steve Carr
Director of Research - Equity at Peloton Wealth Strategists, Inc.
Profile
Stephen Paul Carr is currently a Partner & Investment Committee Member at Peloton Wealth Strategists, Inc. He previously worked as a Principal at Roberts, Glore & Co., Inc. and Goelzer Investment Management, Inc. He also served as a Portfolio Manager at Winthrop Capital Management LLC in 2009.
Mr. Carr holds an MBA from Loyola University of Chicago and an undergraduate degree from Taylor University.
Steve Carr active positions
Companies | Position | Start |
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Peloton Wealth Strategists, Inc.
Peloton Wealth Strategists, Inc. Investment ManagersFinance Peloton Wealth Strategists, Inc. (Peloton) is an independent registered investment advisor and wealth manager headquartered in Indianapolis, Indiana. The firm was founded by James Elliott in 1984 as Elliott & Associates, Inc. Peloton provides financial planning and/or portfolio management services to private individuals, high net worth households, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, private investment funds, and trust programs. | Director of Research - Equity | 2009-12-31 |
Former positions of Steve Carr
Companies | Position | End |
---|---|---|
Winthrop Capital Management LLC
Winthrop Capital Management LLC Investment ManagersFinance Winthrop Capital Management LLC (WCM) is an independent, SEC-registered investment advisor headquartered in Carmel, Indiana. The firm was founded by Gregory J. Hahn in 2007. WCM specializes in the management of equity, high-grade and high yield fixed income portfolio management for both institutional and individual investors. | Corporate Officer/Principal | 2009-12-30 |
Roberts, Glore & Co., Inc.
Roberts, Glore & Co., Inc. Investment ManagersFinance Roberts, Glore & Co., Inc. (RGCO) is an independent registered investment advisor and wealth manager headquartered in Deerfield, Illinois. The firm was co-founded by William J. O. Roberts and James D. MacDonald in 1984. RGCO provides investment advice to individuals, high-net-worth individuals, trusts, family offices, corporate pensions or profit-sharing plans, and non-profit or charitable organizations. | Corporate Officer/Principal | - |
Goelzer Investment Management, Inc.
Goelzer Investment Management, Inc. Investment ManagersFinance Goelzer Investment Management, Inc. (Goelzer) is an independent and SEC-registered asset management firm headquartered in Indianapolis, Indiana. The firm was founded by Don Goelzer in 1969. Goelzer provides investment advisory services to private and institutional clients. | Corporate Officer/Principal | - |
Training of Steve Carr
Taylor University | Undergraduate Degree |
Loyola University of Chicago | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Peloton Wealth Strategists, Inc.
Peloton Wealth Strategists, Inc. Investment ManagersFinance Peloton Wealth Strategists, Inc. (Peloton) is an independent registered investment advisor and wealth manager headquartered in Indianapolis, Indiana. The firm was founded by James Elliott in 1984 as Elliott & Associates, Inc. Peloton provides financial planning and/or portfolio management services to private individuals, high net worth households, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, private investment funds, and trust programs. | Finance |
Goelzer Investment Management, Inc.
Goelzer Investment Management, Inc. Investment ManagersFinance Goelzer Investment Management, Inc. (Goelzer) is an independent and SEC-registered asset management firm headquartered in Indianapolis, Indiana. The firm was founded by Don Goelzer in 1969. Goelzer provides investment advisory services to private and institutional clients. | Finance |
Roberts, Glore & Co., Inc.
Roberts, Glore & Co., Inc. Investment ManagersFinance Roberts, Glore & Co., Inc. (RGCO) is an independent registered investment advisor and wealth manager headquartered in Deerfield, Illinois. The firm was co-founded by William J. O. Roberts and James D. MacDonald in 1984. RGCO provides investment advice to individuals, high-net-worth individuals, trusts, family offices, corporate pensions or profit-sharing plans, and non-profit or charitable organizations. | Finance |
Winthrop Capital Management LLC
Winthrop Capital Management LLC Investment ManagersFinance Winthrop Capital Management LLC (WCM) is an independent, SEC-registered investment advisor headquartered in Carmel, Indiana. The firm was founded by Gregory J. Hahn in 2007. WCM specializes in the management of equity, high-grade and high yield fixed income portfolio management for both institutional and individual investors. | Finance |
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