Senior Portfolio Administrator/Trader
Jodi joined Carnegie in 2001. Currently working as a Client Service Manager, she provides excellent service to current and prospective clients. She has more than 20 years of experience in investment management and financial planning. Clients consult her for various account needs including RMDs and check and account disbursement requests. She is also responsible for internal reporting and is a major part of the firm’s CRM system. Her consideration of details and responsiveness make her a valuable asset for the firm.
Prior to joining Carnegie, Jodi had been working with Zilber & Associates since 1990. She received a BSBA in Finance from The Ohio State University and an MBA from Cleveland State University. She has volunteered for over 20 years for the Adoption Network. She likes live music, traveling, walking, and photography. Jodi, along with her husband and two sons, lives in Highland Heights.