Carnegie Investment Counsel jobs and careers
Pepper Pike, OH, United States
About Carnegie Investment Counsel
Carnegie Investment Counsel is a legal fiduciary that provides personalized financial guidance to help you preserve and grow your wealth. As a Registered Investment Adviser with the United States Securities and Exchange Commission ("SEC"), our experts specialize in Investment Management, Financial Planning, and Corporate Retirement Plans. We serve individuals, families, nonprofits, and business owners. We operate on a 100% fee-only compensation model, meaning we only receive a percentage of the assets managed, as agreed upon before starting service. This transparent approach promotes trust and eliminates conflicts of interest. We understand the importance of feeling comfortable and confident in your investment and financial strategy. Therefore, we dedicate ample time to understanding your short- and long-term objectives, which enables us to tailor-make an investment portfolio and financial plan that aligns with your goals. Founded in Cleveland, OH, in 1974, our firm has grown to nine offices, 50+ employees, and over $3.5 billion in assets under management and advisement (as of 12/31/22). Visit www.carnegieinvest.com to learn more about how Carnegie can serve you.
- Founded
- 1974
- Employees
- 11 to 50
- Headquarters
- Pepper Pike
Leadership
The top of Carnegie Investment Counsel's org chart, with how many people report into each leader.
Gary Wagner
Principal and President
23 reports
Aif Shams Afzal
Managing Director
4 reports
Rick Ahl
Managing Director, Wealth Advisor
4 reports
MaryBeth FitzGerald
Director, Operations
3 reports
Douglas Warzinski
Senior Retirement Financial Advisor
1 report
Mindy MacKey
Marketing Manager
1 report
Taryn Colley
SVP, Information Systems
Ann Shigemura-Hildebrand
Chief Compliance Officer
Brendan A. Goldstein
Managing Director
Jobs at Carnegie Investment Counsel
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