Ian Matheson, owner of Matheson Financial, will add depth and lead expansion efforts in Southwest Florida for Carnegie.
Fort Myers, FL (August 15, 2019) — Carnegie Investment Counsel is pleased to announce the merger of Matheson Financial and the hiring of Ian Matheson. Ian will be its newest wealth advisor working out of our Fort Myers location. As owner and CEO of Matheson Financial Services in Bonita Springs, Florida for the last 20 years, Ian led the planning process and advised clients on comprehensive tax, estate, wealth transfer and philanthropic considerations and solutions. He began his career in Minneapolis working for Matheson Financial before the founder, his father, Robert Matheson decided to relocate its headquarters to Bonita Springs.
Ian has held several positions volunteering for his church on many of the boards and also as a church elder. He is the founder of the Naples Germanfest which is on its 13th year and has raised over $100,000 for local charities. Ian and wife Laura live in Estero and are very active in their four sons’ sports and activities.
To contact Ian, email firstname.lastname@example.org or call 239-939-3235.
Los Angeles, California (February 22, 2019) — Carnegie Investment Counsel is excited to announce the expansion into California with the merger of Laurel Grove Capital. Founded by Leora Garner in 1995, the entire team from Laurel Grove Capital will be joining Carnegie. According to Garner, “it was important to find a partner firm who shared our fiduciary mindset, values the relationships that we have established with clients, and that provides a planning-based experience. We believe the merger with Carnegie is in the best interests of our clients and the talented and dedicated professionals from Laurel Grove Capital.”
“Our philosophy at Carnegie has always been to minimize the changes felt by clients following a merger” explains Gary Wagner, Principal and Chief Operating Officer at Carnegie Investment Counsel. “The most valuable asset in our business is the relationship with the client. Our goal is to empower advisory teams to spend less time on the mundane administrative tasks of running the business to allow them to focus on helping their clients achieve their desired outcomes.”
To support the transition, Josh Mudse, CFP® will be joining the office in Century City as the Managing Director. “I am excited to join the experienced professionals in Los Angeles. Working closely with Leora to serve clients and engage in deeper planning conversations will not only add value to our existing client relationships, it will be a strong foundation to grow our presence in California.”
For advisors who value a customized approach to serving clients that have yet to create a succession plan for their business, for their clients and their valued employees, Carnegie Investment Counsel is an experienced partner firm, built to embrace the unique ways advisors serve their clients. Carnegie has grown to over $2 Billion AUM and has successfully merged almost a dozen firms that value the extra effort to provide a personal and custom approach to serving clients.
Carnegie Investment Counsel has been serving investors since 1974, founded by Prescott, Ball & Turben. Carnegie is a fee-only SEC Registered Investment Adviser. Independently-owned, with no obligations to deliver profits to outside shareholders. As a fiduciary, Carnegie seeks to place the client’s best interest first. For more information call 800.321.2322 or visit www.carnegieinvest.com.
Canonsburg, Pennsylvania (February 20, 2019) — Carnegie Investment Counsel is pleased to announce the hiring of Robert (Bob) O’Brien. Bob will be a Senior Relationship Manager working out of our Pittsburgh location. Bob previously worked as a Senior Vice President and as a Director of Wealth Strategy for Hawthorn, PNC Family Wealth®, serving the needs of individuals and families with investable assets in excess of $20 million. In this capacity, Bob led the planning process and advised clients on comprehensive tax, estate, wealth transfer and philanthropic considerations and solutions. He began his career at Hawthorn as a Senior Relationship Manager in 2011, leading client service teams of investment, fiduciary, wealth planning, banking and tax adviser's for ultra-high net worth families and was subsequently promoted to Pittsburgh Market Director of Relationship Management.
Bob began his career as a Staff Attorney with The Ayco Company’s financial counseling practice. Bob became an Account Manager with Ayco and was named partner of the firm in 2001. The partners sold Ayco to Goldman Sachs and Bob remained with Ayco, a Goldman Sachs Company, until joining Hawthorn in 2011. Bob provided financial counseling to CEOs and other senior executives of Fortune 500 companies as well as executives of privately held companies and University presidents.
Bob is a former member of the Board of Governors of St. Clair Country Club. He has held several positions volunteering for the Mt. Lebanon Hockey Association Youth Organization, and the United Mitochondrial Disease Foundation.
Bob earned a Bachelor of Business Administration degree in Finance from the University of Notre Dame and a Juris Doctorate from the University of Pittsburgh School of Law. To contact Bob, email email@example.com or call 412-235-1105.
June 27, 2019 -- Carnegie Investment Counsel is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
This is the sixth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.
RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.
The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4.6 billion in assets. The FT 300 Top RIAs hail from 37 states. The FT 300 is one in series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).