Steve Carr

Principal | Portfolio Manager at Peloton Capital Management®
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Contact Information
us****@****om
(386) 825-5501
Location
IN

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Sep, 2005
    - Nov, 2024

Experience

  • Peloton Capital Management®
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Principal | Portfolio Manager
      • Jan 2010 - Present

      Peloton Capital Management is a research-driven, SEC registered investment advisor which manages defined investment strategies and custom portfolios for private clients and institutional investors. www.pelotonwealth.com. Peloton Capital Management is a research-driven, SEC registered investment advisor which manages defined investment strategies and custom portfolios for private clients and institutional investors. www.pelotonwealth.com.

  • Safeway Insurance Company
    • United States
    • Insurance
    • 200 - 300 Employee
    • Independent Director | Audit & Reinsurance Committees
      • Jun 2022 - Present

      Safeway Insurance has been offering insurance for over 50 years. Established in 1959, Safeway Insurance is the largest, privately held, family owned insurance company in the United States. The Safeway Insurance Group is rated “A" (Excellent) by industry analysts A.M. Best Company. Safeway Insurance has been offering insurance for over 50 years. Established in 1959, Safeway Insurance is the largest, privately held, family owned insurance company in the United States. The Safeway Insurance Group is rated “A" (Excellent) by industry analysts A.M. Best Company.

  • Winthrop Capital Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Portfolio Manager
      • Nov 2007 - Dec 2009

  • Ronald Blue Trust
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Senior Financial Planner
      • Jul 2005 - Nov 2007

  • Goelzer Investment Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Portfolio Manager
      • May 2002 - Jun 2005

  • Roberts, Glore & Co.
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Investment Analyst
      • Aug 1998 - Jan 2002

Education

  • Loyola University Chicago
    MBA, Finance & Derivative Markets
    2001 - 2002
  • Taylor University
    BA, Business Administration
    1989 - 1992
  • Purdue University
    1988 - 1989

Community

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