Tell me and I forget. Teach me and I remember. Involve me and I learn.”
— Benjamin Franklin
J. Peyton Carr
Peyton Carr is a Co-Founder and Managing Director of Keystone Global Partners, LLC. Mr. Carr is part of the management team and also serves as an Investment Strategist. Mr. Carr formed Keystone with the philosophy of providing independent, objective, and conflict free wealth management and wealth planning services for the firms' diverse group of clients including business owners, corporate executives, families, entrepreneurs, and private investors.
Prior to Keystone, Mr. Carr was a Principal at Royal Oak where he was head of Private Wealth Management Services including customized portfolio creation and wealth planning. He worked very closely with clients developing asset allocation strategies, planning for the sale of businesses, and assisting clients in making prudent financial decisions beyond their portfolios.
Before joining Royal Oak, Mr. Carr was a Private Wealth Advisor at Merrill Lynch in its ultra high net worth division, The Private Banking and Investment Group. He provided investment and wealth management advice, consulting, and portfolio management to some of the nation's wealthiest families, not for profit organizations, and institutions. He focused on delivering sophisticated and customized solutions to address the complex and unique needs of his clients.
Mr. Carr began his career with Merrill Lynch, working in the Structured Products Group creating equity, debt, currency, commodity, and interest rate linked products for high net worth clients. These products were implemented across the spectrum of wealth management clients at the firm.
Mr. Carr is active with various charities and foundations in the Greater New York Area, and currently serves on the Board of Directors of a Caring Hand, the Billy Esposito Foundation, which helps children cope with the death of a parent.
Mr. Carr Graduated with a B.B.A. in Finance from Southern Methodist University and holds the Series 66 license.