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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.

GWPhoto of Gary Wagner

Gary Wagner

Principal and President

23 reports

AA

Aif Shams Afzal

Managing Director

4 reports

RAPhoto of Rick Ahl

Rick Ahl

Managing Director, Wealth Advisor

4 reports

MFPhoto of MaryBeth FitzGerald

MaryBeth FitzGerald

Director, Operations

3 reports

DWPhoto of Douglas Warzinski

Douglas Warzinski

Senior Retirement Financial Advisor

1 report

MMPhoto of Mindy MacKey

Mindy MacKey

Marketing Manager

1 report

TCPhoto of Taryn Colley

Taryn Colley

SVP, Information Systems

ASPhoto of Ann Shigemura-Hildebrand

Ann Shigemura-Hildebrand

Chief Compliance Officer

BG

Brendan A. Goldstein

Managing Director

Jobs at Carnegie Investment Counsel

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