Skye Barry, CFA, CFP®

SVP, Wealth Advisor
[email protected]
1-513-861-1889

More than 15 years of fiduciary experience advising nonprofits, foundations, and endowments.

​Background & Experience

Skye brings more than 15 years of fiduciary investment experience advising nonprofits, foundations, and endowments. She began her career at one of the country’s largest institutional investment consulting firms, where clients were exclusively endowments, foundations, and nonprofit organizations. That experience shaped her disciplined, IPS-driven approach to asset allocation, risk management, governance, and long-term mission alignment.​​

• Strong foundation in IPS development and adherence
• Deep experience aligning investment strategy with mission, risk, and governance

Early career in institutional consulting, working solely with nonprofit clients

Professional Standards

As a CFA charterholder and CFP professional, a disciplined investment process and a high fiduciary standard are core to Skye’s work. Her focus is on prudent portfolio construction, clear communication, and building strong, enduring partnerships with organizations doing meaningful work.

• High fiduciary standard
• Disciplined investment process
• Transparent and consistent communication

​Experience With Mission-Driven Organizations

She works closely with boards and leadership teams to ensure portfolio strategy supports sustainable spending needs and organizational priorities.

• Seven-figure portfolio oversight
• Close collaboration with boards and leadership teams
• Clear alignment between investment strategy and organizational goals

Governance & Leadership Perspective

Skye's hands-on governance experience, combined with completing the BOLD Board Preparation and Leadership Development program through the Leadership Council for Nonprofits, has given her a deep appreciation for the leadership, oversight, and stewardship responsibilities nonprofit boards carry.

• ​BOLD Board Preparation and Leadership Development program graduate
• Firsthand understanding of nonprofit governance and fiduciary oversight

EMAIL SKYE BARRY

Carnegie formed a dedicated team to better serve nonprofits. Our approach extends beyond investment management; we partner with your team to provide comprehensive, ongoing financial guidance and development support.

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​​Carnegie Investment Counsel has a legacy rooted in integrity and evolution. Founded in 1974 as Carnegie Capital Asset Management Company (CCAMC), our story began as part of Prescott Ball & Turben, advising on money market and fixed-income mutual funds. In 1991, CCAMC became an independent RIA, dedicated to serving individual and institutional clients.

​The 1990s were a period of growth, with CCAMC managing individual assets and mutual funds. But as our vision sharpened, we disbanded the mutual funds to focus exclusively on personalized wealth management for private clients. In 2009, under new ownership, we rebranded as Carnegie Investment Counsel, moving our headquarters from downtown Cleveland to the suburbs—a decision that symbolized our commitment to accessibility and personal service.

Today, we operate in Cleveland, Cincinnati, Fort Myers, Los Angeles, New York, Pittsburgh, Philadelphia, and Toledo, serving clients coast-to-coast with over $6.5 billion in assets under management as of December 2024. Our reach may be national, but our dedication to individualized service remains our defining characteristic.

​From private families to nonprofits, foundations, and 401(k) plan sponsors, we continue to deliver customized strategies that reflect our core values: hard work, accountability, and imaginative stewardship. After 50 years, we’re just getting started—building on a tradition of excellence to create a future of prosperity for our clients and communities alike.