“I care about each person on an individual level - no cookie cutter approach when creating their custom portfolios” – Leora Garner

Leora Garner serves Carnegie Investment Counsel as Senior Portfolio Manager for the firm’s L.A. office.  With over 30 years of investment experience managing portfolios for high net worth individuals and non-profits, Leora builds custom portfolios after understanding the client’s total financial picture.

In 1995, Leora founded Laurel Grove Capital and served as President, CIO and Portfolio Manager until she combined the firm with Carnegie Investment Counsel in 2019.  Leora began her investment counseling career in 1988 when she joined Trust Company of the West as a Vice President in the Private Client Services Group.  In 1994 she left to take the position of Portfolio Manager with Philip J. Swan and Associates. Leora holds a B.A. in English from UCLA and CPA license. 

In addition to her duties at Carnegie Investment Counsel, Leora serves as a Trustee Affiliate of Berkeley Hall School and is a member of The Library Council, the CFA Institute and Tenth Church of Christ, Scientist. She is also a Patron of the Los Angeles Ballet and a Barnes Foundation Circle donor. 

Chris Carey serves as a Portfolio Advisor and Trader where he advises on custom portfolios for select clients.  Chris moved from his hometown of London, England to Cleveland in 2018, starting at Carnegie straight after University.  At Carnegie, he worked in operations as a Portfolio and Investment Analyst prior to his current role.

Before joining Carnegie, Chris worked as an Operations Specialist at DLL (a subsidiary of Rabobank) as part of his undergraduate degree from the University of Reading in the UK where he double-majored in Food Marketing & Business Economics and earned his Bachelor of Science. During his time at University, Chris also received a Level 5 Advanced Diploma in Financial Trading from Divento Financials (a proprietary futures trading firm).

Chris is a member of the British American Chamber of Commerce of Ohio where he seeks to promote and stimulate trade and business between the USA and the UK.  Chris also serves on Carnegie’s Investment committee. 
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Chris can be found volunteering his time at Garfield Memorial Church. Outside of work, Chris enjoys long distance running, drumming and practicing Krav Maga.

Ian Matheson serves as Wealth Advisor in the firm’s Ft. Myers office.  Ian strives to make every client relationship last a lifetime, and he provides above and beyond service to exceed client expectations. 

Prior to joining Carnegie, Ian was a founding partner and CEO at Matheson Financial which served clients in Florida and the Midwest.  His previous experience includes serving as Executive Administrator at Carlson Companies. 

Ian serves on his church’s council and elder boards.  He is also the chair for the long standing Naples Germanfest, and he is a member of the national notary association.  Ian volunteers his time to coaching local sports teams and donates his time to the boards of each organization. 

Ian attended college in small town Minnesota at Bethany Lutheran College. 
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Outside of work, Ian and his wife Laura enjoy their time with their four young boys.  Ian’s hobbies include fishing, hunting and hiking.  He also has a big passion for classic cars. 

Michael Woomer is a Retirement Plan Advisor at the firm’s Pittsburgh office.  He is responsible for new business development, fiduciary governance, investment selection and participant education for plan sponsors.  Michael is passionate about helping people in making financial decisions.
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With over 25 years of experience in the retirement plan, area Michael helps plan sponsors mitigate risk and focus on developing strategies to get their employees to and through a comfortable retirement.
 
Michael has worked in sales and management positions for CIGNA, Charles Schwab and OneAmerica.  He earned his Bachelor of Arts in Public Relations/Marketing from the University of Dayton.

Michael’s community involvement includes volunteering at Mel Blount Youth Home.  Michael resides in Upper St. Clair, Pennsylvania with his wife Denise and their three children.  Outside of work, Michael enjoys coaching hockey and soccer.

Chad Warmbein serves as a Portfolio Advisor in the firm’s Pittsburgh office.  With honesty and strong ethics, Chad manages client relationships.  He is passionate about helping them develop a customized financial strategy aligned to their financial plan and goals.  Chad helps identify prospective clients both for individual wealth management portfolios and retirement services plans.

Prior to joining Carnegie, Chad served as an internal sales representative at Federated Investors.. He earned his Bachelor of Business Administration in Finance from Ohio University and achieved his Series 7 (currently inactive) and Series 66 securities licenses.
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Chad and his family are active members of The Bible Chapel in McMurray, Pennsylvania.  He and his wife Dana currently reside in North Strabane with their daughter, Grace. Outside of work, Chad enjoys just about any sport, travelling, and the occasional round of golf.

Heidi Rose serves as a Financial Planner in the firm’s Cincinnati office.  Heidi helps clients identify and achieve their financial goals through financial planning in the areas of retirement planning, investment evaluation, tax planning, estate planning and insurance.  Heidi plays an integral part in managing client portfolios specific to the clients’ needs and desires.

Heidi joined the Cincinnati Office (previously The Alpine Financial Group) in 2000, and became part of Carnegie Investment Counsel in 2013. Heidi has 17 years of experience as a CERTIFIED FINANCIAL PLANNER™.  Prior to her joining The Alpine Financial Group, Heidi worked in the Retirement Services Group at Fidelity Investments and with Fifth Third Bank.

As one of the first graduates of Northern Kentucky University’s CFP® program, Heidi earned her Bachelor of Science in Finance; concentrating in personal finance and a minor in business administration.

Heidi lives in Northern Kentucky with her husband and three children. Many Sundays she is found in the children’s worship center leading young children in “Kids Jam worship.” She enjoys attending her kids’ soccer games, boating, and singing.

Razmig Pounardjian serves as Portfolio Manager; managing custom portfolios for select clients.  Raz genuinely cares about his clients’ well-being, and they know that they have an advocate who is there to help guide and manage their investments through their careers and into retirement.

Prior to joining Carnegie, Raz worked at Tower Wealth Management as a research analyst. He also worked at Morgan Stanley Smith Barney and Longbow Research.
Raz is an active member of Carnegie’s Investment Committee.  He is the treasurer of the Armenian Cultural Group of Cleveland, a member of it’s Finance Committee. He also volunteers at the St. Gregory of Narek Armenian Church in Richmond Heights, Ohio.
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Raz earned his Bachelor of Science in Economics from John Carroll University.   He currently lives in University Heights and enjoys playing sports, running, and spending time with his family and friends.

Jim Pease currently serves Carnegie Investment Counsel as Senior Wealth Advisor.  With over 50 years of experience, Jim helps clients achieve their financial goals, so they have a comfortable life in their later years. 
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Jim joined Carnegie in 1990 as an Executive Vice-President. His experience in investment management enables him to work closely with diverse clients.  Prior to joining Carnegie, Jim served as the Managing Director of the Equities Group at McDonald and Company Securities, Inc. for 20 years. His responsibilities included management of Equity Research, Equity Syndicate, Trading, Convertible Arbitrage, and Institutional Equity Sales.  As a part of McDonald’s Management Committee, he was responsible for the administration and investment decisions concerning the firm’s profit sharing plan.

Jim is a Chartered Financial Analyst® and is also a member of Carnegie’s Investment Committee.  He is ex-President of the Cleveland Society of Securities Analysts and a member of Association for Investment Management Research (AIMR).  He is very active in the arts and non-profit community.

Jim earned his Bachelor of Arts in Economics from Michigan State University and a Master of Business Administration in Finance Case Western Reserve University.

Doug Pease is a Trader and Portfolio Manager at Carnegie Investment Counsel.  Doug coordinates all trading activities for the firm. He is also responsible for collecting critical research necessary to make informed and well thought out decisions. 

Before joining Carnegie, Doug resided in Chicago and worked as a Research Associate for a Senior Research Analyst at Prudential Securities covering Capital Goods-Heavy Machinery. Afterwards, he became an Associate Research Analyst for an ex-managing director of Salomon Smith Barney who opened her boutique equity research company covering the Steel Industry.

Doug is a member of the Carnegie Investment Committee.  He is a board member of The Art House Inc. whose mission is to inspire exploration and expression through the visual arts.

He earned his Bachelor of Science in Finance from the University of Colorado at Boulder in 1999 and went to University School in Cleveland. He resides in Cleveland and participates in various associations and non-profits to help continue the revival of Cleveland.

Josh Mudse serves as Wealth Advisor in the firm’s Los Angeles Office.  As a wealth advisor, Josh helps clients see the big picture and brings out the potential impact they can have with their wealth.

As a CERTIFIED FINANCIAL PLANNER™, Josh takes a comprehensive approach to advising clients, helping them clarify the intentions for their wealth, creating a customized plan to achieve their desired outcomes, and helping them adjust when their family dynamic or the financial rules change in the years that follow.

Josh has been guiding clients to live confident financial lives for over 20 years. He has worked as an advisor for two of the largest insurance companies in the United States focusing on long term care planning and multi-generational estate planning. Josh managed the Toledo, Ohio branch for Charles Schwab & Co. as Vice President and Financial Consultant where he served 250 families and was responsible for over 350 million dollars of invested assets. 

Josh is a member of the Purposeful Planning Institute and Kingdom Advisors.  He earned a Bachelor of Science degree from Bradley University.  Josh and his wife, Malena have three children. Outside of work, Josh has coached more than 30 youth sports teams including baseball, softball, and basketball.