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Denny Johnson

5/24/2022

 
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Denny Johnson 
​Portfolio Management Associate
Cleveland, OH
Email Denny
Or call 216.970.0635
“I love that I have the ability to provide a positive client experience and that I have a role in the client’s reaching their financial goals.”
Denny Johnson serves Carnegie as Portfolio Management Associate. In this role, Denny assists Carnegie’s portfolio managers in addressing client needs and providing them with exceptional service.  
 
Denny continues to build his investment advisory experience, following his previous position at Magis Advisory Group in Avon, OH, as an investment specialist. His background includes portfolio management, trading, operations, and customer service.  
 
Denny holds a bachelor’s degree in finance and an Executive Master of Business Administration degree; both received from Cleveland State University. Denny is a member of the CFA Institute and is a former board member for CSU Ski Club and Mountaineering Club.
 
In his free time, Denny enjoys spending time outdoors backpacking and hiking, riding motorcycles, and traveling.  
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Suzanne O’Sickey

5/24/2022

 
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Suzanne O'Sickey
Client Service Manager 
Cleveland, OH
Email Suzanne
Or call 216.367.4114
“By listening to requests and providing friendly customer service, I can forge strong relationships with clients so they may feel comfortable and confident in our services.”
​Suzanne O’Sickey serves Carnegie as Client Service Manager. In this role, Suzanne addresses client needs and provides them with exceptional customer service.
 
Suzanne’s previous experiences include holding a position as Office Manager for a commercial landscape company. Her assignments included billing, operations, technology, design, and customer service.
 
Suzanne attended the University of Colorado, where she received a Bachelor of Arts degree. She involves herself in various community charitable events and fundraising for Gesu Elementary School & Benedictine High School.
 
Suzanne is a very supportive hockey “mom” to her three sons. She also enjoys skiing, gardening, golfing, and hiking in her free time.
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Henry A. Spain, CLU®, ChFC®

2/2/2022

 
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Henry A. Spain
Senior Portfolio Manager & Wealth Advisor
Cleveland, OH
EMAIL HANK SPAIN
Or call 216-367-4114
“I believe that the investments we have entrusted to us represent the tangible results of not only our clients’ working lives but, in many cases, legacy family assets as well. It has always been my mission to treat one’s wealth with great care, skill and thoughtfulness.” 
Henry A. Spain (Hank) serves as Senior Portfolio Manager and Wealth Advisor working with a select group of individuals, families, and businesses. He listens to them and develops plans to help them build, manage, protect, and benefit from their wealth and investments. 

Prior to joining Carnegie, Hank’s career began as part of the growing financial planning movement in the 80’s. Since then, he developed progressive portfolio management skills—starting at Prudential Securities and was asked to open the current branch of Wells Fargo Advisors in Pepper Pike.  This combination of experience has allowed him to hone management skills for wealth and portfolio advice.

In addition to serving his client base, Hank believes it’s important to serve his community as well. He has served as a founding board member and Secretary of the Gathering Place. He served as Treasurer of Sam’s Scholars (Inner Circle). He is active with LifeAct, which addresses issues for suicide prevention in our community.

Hank earned his Bachelor’s degree from Ohio State University. He has undergone additional business training through the University of Miami Graduate School Administrative Studies as well as The American College of Financial Services. He is a chartered ChFC and a CLU.

Hank and his wife Michele have two children, and their son Nick has also joined Carnegie Investment Counsel. Hank enjoys fitness, skiing, “recreational” golf and all Cleveland sports.
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Nick Spain

11/22/2021

 
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Nick Spain
Portfolio Assistant
Cleveland Office
email nick
or call 216-367-4114
Nick Spain serves as Portfolio Assistant at Carnegie Investment Counsel. Nick assists clients in opening accounts and scheduling appointments while responding to client needs and requests as they arise. He enjoys collaborating with the Carnegie team while helping people achieve their financial objectives.
 
Nick earned his Finance Degree from Ohio University in 2016. Outside of Carnegie, Nick volunteers with Coach Sam's Inner Circle Foundation, an organization dedicated to providing educational support to at risk children. In his free time, he enjoys golfing, skiing and cheering on Cleveland sports teams.
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Paul Zappala

11/8/2021

 
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Paul Zappala
Chief Technology Officer
Cleveland, OH
EMAIL PAUL
or call 216-367-4114
Paul Zappala serves Carnegie Investment Counsel as Chief Technology Officer. He brings 42 years of experience in both public and private sector information technology, with over 21 years in the financial services industry.  Before Carnegie, Paul was Chief Compliance Officer, Director of Operations, and Director of Information Technology at Fairport Wealth Management. Previously, he was Information Technology Manager at Conely, Canitano, and Associates, and Data Systems Manager for the Ohio Turnpike Commission.  Paul also served in the United States Marine Corps for 21 years, attaining the rank of Major.

Paul is a graduate of Mary Washington University in Fredericksburg, Virginia, with a B.S. in Computer Science. He also taught computer science and led the instructional department of the Marine Corps Computer Sciences School in Quantico, Virginia.

Paul volunteers with Fill this House, a nonprofit organization dedicated to improving the living conditions of local youth aging out of the foster care system. He also volunteers for Bay Arts, a local nonprofit whose mission is to provide a welcoming lakeside environment to stimulate, encourage and support professional and aspiring artists of all ages through collaboration, education and exhibition.
​
Paul enjoys drone flying, is pursuing an FAA Part 107 commercial drone pilot license, motorcycling riding, and hiking.  Paul resides in Bay Village, Ohio and has three children.
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Doug Warzinski, CFP®, CIMA®

9/1/2021

 
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Doug Warzinski
Senior Retirement Advisor
Pittsburgh, PA
EMAIL DOUG
"I enjoy working with corporate and individual clients to solve complex retirement plan and investment management matters, guiding them to simple and successful outcomes."
Doug Warzinski, CFP®, CIMA®, is a Senior Retirement Advisor with Carnegie Investment Counsel. He helps corporate clients and retirement plan participants with their qualified retirement plan and wealth management needs.
 
Doug works closely with business owners who offer retirement plans to their employees. He advises them though retirement plan design and investment decisions. He also works directly with plan participants; using an outcome-based approach to help them plan for and achieve a dignified retirement. 
 
Doug has more than 20 years of experience in retirement plan design and wealth management services. Doug received his bachelor's degree in Business Administration (BBA) with a Marketing Major from Ohio University. Additionally, he has attained the Certified Investment Management Analyst designation and Certified Financial Planner designation.
 
Doug is married with two daughters. He spends his free time coaching the girls’ soccer teams and caring for the family Bernedoodle named Penny.

John R. Frye, CFA

6/7/2021

 
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John R. Frye, CFA
Senior Advisor
​Los Angeles, CA
Email John Frye
or call ​310-789-0000
​“An investment advisor is primarily in the business of earning his clients’ trust, and making a difference in their lives.”
John Frye is a Senior Advisor in the Los Angeles office.  He is responsible for managing portfolios of equities and fixed income and for advising clients on all aspects of their financial journey.  Before joining Carnegie, John was Chief Investment Officer at Crane Asset Management in Beverly Hills, a firm he co-founded in 2003 and which was acquired in 2021 by Carnegie.  He has 43 years of investment experience, including 30 years working with wealthy individuals to achieve their investment objectives.  Before founding Crane Asset Management, John served as Executive Vice President and Portfolio Manager at Renberg & Associates in Beverly Hills. He began his career as an equity trader in New York.
 
John earned his Bachelor of Arts from Princeton University and an MBA from Columbia University.  He holds the Chartered Financial Analyst (CFA) designation and is a CFA Society of Los Angeles member.  John is an avid scuba diver, skier, hiker and bridge player.

Carol Yee

3/16/2021

 
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Carol Yee
​Client Service Associate
Los Angeles, CA
Email Carol yee
Or call 310.789.0000 
"I love being there for the clients – from listening to their stories to helping them with their requests and doing that extra thing to make them happy. Everyone is human, and everyone needs someone who will hear them out – whether it’s five minutes or more."
Carol Yee serves as a Client Service Associate in the Los Angeles office of Carnegie Investment Counsel. She is available to respond client account needs and requests as they arise.

Prior to joining Carnegie, Carol worked at institutional and RIA firms where she assisted clients in their account requests. Her education includes both a Bachelor of Science from University of Utah and Master of Arts from Emerson College.
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Outside of work, Carol has volunteered with the International Myeloma Foundation’s (IMF) annual gala and has served as a photographer for The American Cinematheque. She enjoys traveling, learning how to surf, taking dance classes, and doing pilates and yoga.
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Darlene Keenan

7/8/2020

 
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Darlene Keenan
Senior Portfolio Administrator
Philadelphia, PA
EMAIL DARLENE KEENAN
Or call 215.735.0299
"The most rewarding part of my job is building personal relationships with clients, while delighting them with excellent service and care."
Darlene Keenan serves Carnegie Investment Counsel as the Senior Portfolio Administrator and Client Relationship Manager in the firm’s Philadelphia office.  Darlene works closely with clients, building relationships based on trust and value.  She also provides research and analysis to Portfolio Managers.

Before joining Carnegie, Darlene worked at Radnor Financial Advisors as a planner and tax associate.  She is a current member of the Financial Planning Association.  Darlene holds a bachelor’s degree in accounting from the Fox School of Business at Temple University.
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Darlene lives in Horsham, Pennsylvania, with her husband and two sons.  Outside of work, Darlene is an amateur photographer and soccer fan.  In their free time, you can find Darlene and her husband cheering for their son’s soccer team, the Philadelphia Union.
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Isabel (Bel) Pedrosa

2/11/2020

 
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Isabel (Bel) Pedrosa
Portfolio Manager
Los Angeles, CA
EMAIL ISABEL PEDROSA
Or call 310.789.0000
“I enjoy working with clients and making sure they understand investments are a tool to support their goals in life."
Isabel (Bel) Pedrosa serves Carnegie Investment Counsel as Portfolio Manager in the firm’s Los Angeles office.  Bel handles all aspects of investment portfolio management and client relationships. She offers advice to a worldwide clientele including foundations and individual clients.

Before joining Carnegie, Bel managed portfolios for institutional clients and family-office clients through her company Gesar Capital Management for over 10 years.
​
Bel serves on the Board of Khyentse Foundation, the largest public Buddhist foundation in the world.  She is an active volunteer at Khyentse Foundation advising on grant impact management. She holds a degree in Computer Science from the Catholic University of Campinas, Brazil and a Master of Business Administration degree from the University of San Francisco. 

Outside of work, Bel’s interests are cooking and meditation.
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Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. ​For more information please visit our full disclosures page. ​

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  • Home
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