Steve Lindgren

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.