Steve Cartwright, CFP® in

Steve Cartwright, CFP®

Questioner · DISC type c
Private Wealth Client Relationship Manager at Per Stirling Capital Management, LLC
📍 Austin, Texas, United States

Steve Cartwright is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of experience in business development and client relationship management for high-growth financial services firms like Charles Schwab. He earned his bachelors degree from the University of the Incarnate Word, which he attended on a basketball scholarship, and holds multiple FINRA licenses.

Outside of work, Steve is a dedicated family man with four sons and enjoys traveling with his wife. He stays active by swimming with a masters swim team, exploring Austins hiking trails, and attending his childrens sporting events. He also has a passion for gardening, particularly tending to his tomato plants.

Interesting fact: Steve attended two different colleges on basketball scholarships before beginning his extensive career in financial services.

Read the full overview →
Experience
20 Years
Current Role
Private Wealth Client Relationship Manager
Job Level
Middle
Location
Austin, Texas, United States
Personality Overview

How Steve shows up

Cautious & Analytical
Systematic
Not Easily Convinced

They prefer to do thorough analysis of any situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Priorities

Topics Steve cares about

Holistic Financial Planning
His professional philosophy focuses on guiding clients through unique life circumstances with comprehensive, ethical financial advice to help them achieve their long-term goals.
Risk Management
He has expressed concern about excessive leverage in financial products and the risks of emotional, reactive investing, emphasizing a focus on long-term growth over short-term market noise.
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Career

Work history

8-2023
Private Wealth Client Relationship Manager
Per Stirling Capital Management, LLC
3-2021 - 9-2023
Team Manager
Ascensus
12-2007 - 9-2019
Managing Director, Investor Development
Charles Schwab
12-2007 - 8-2010
Senior Team Manager, Investor Development Team
Charles Schwab
3-2004 - 12-2007
Manager Sales and Business Development
Charles Schwab (CyberTrader)
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Business
University of the Incarnate Word
Associate's degree
Hutchinson Community College
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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