Our Team
Complex wealth requires specialized guidance. We work exclusively with ultra-high-net-worth clients, bringing decades of combined experience in wealth management, advanced tax strategies, and long-term planning to help you accomplish what’s most important to you.
At the heart of Keystone Global Partners are our core values: clients come first, trust, transparency, team, and knowledge. These values drive us to form lasting relationships with our clients built on trust and transparency. As certified private financial planners and advisors, we are dedicated to delivering exceptional service and results.
KEYSTONE RECOGNITION
Team Members
Peyton Carr, CPWA®
Co-founder, Financial Advisor
Peyton has advised ultra-high-net-worth clients since 2004, most recently at Merrill Lynch’s Private Banking and Investment Group, before co-founding Keystone Global Partners in 2010. He holds the Certified Private Wealth Advisor® (CPWA®) designation from the University of Chicago Booth School of Business and contributes regularly to TechCrunch and Forbes on personal finance and wealth management topics.
Key Focus Areas:
- Ultra-high-net-worth client advisory
- Advanced tax and estate planning strategies
- Portfolio strategy and investment opportunities
- Serving as financial quarterback for client teams
Peyton serves on the Board of Directors for Search and Care, a nonprofit supporting older adults in the community. Outside of work, he’s an avid skier, hiker, and cyclist.
Calvin Lo, CFA, CFP®
Co-founder, Financial Advisor
Calvin brings extensive experience in portfolio management and equity research, having served as Principal and Portfolio Manager at Royal Oak Capital Management and as an Equity Analyst at Merrill Lynch. He holds both the CFA® charter and CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and earned his B.S. in Management Science with Highest Honors from UC San Diego.
Key Focus Areas:
- Portfolio management and investment strategy
- Market outlook and investment research
- Operations, finance, and compliance oversight
- Candid advice and identifying client blind spots
Calvin’s approach centers on building deep trust over time through uncompromising integrity, custom solutions, and a willingness to give tough answers when clients need to hear them.
Jennifer Park
Client Operations
Jennifer ensures seamless client service by coordinating all client work, maintaining operations, and allocating resources across the team. She’s an avid hiker and snowboarder and supports the American Youth Literacy Foundation.
Michelle Chekunova
Client Operations
Michelle enhances the client experience through project management, operations, and organizational excellence. She ensures all client deliverables and timelines are met with precision. Outside of work, Michelle enjoys skiing, playing tennis, and spending time with her dogs, Moose & Maple.
