“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. 

“I love that every day brings a new challenge and a new opportunity for me to help clients reach their desired goals”– Chris Carey 
 
Chris Carey serves Carnegie Investment Counsel as a Portfolio Advisor and trader where he advises on custom portfolios for selected 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 received his BSc in 2018. During his time at University, Chris also received a Level 5 Advanced Diploma in Financial Trading from Divento Financials (a proprietary futures trading firm) in 2016. 
 
Mr. Carey 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 Investment Counsel’s Investment committee.   

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 joined the Carnegie team in 2019 when he merged his RIA firm, Matheson Financial, with Carnegie Investment Counsel. As a dedicated Wealth Advisor, he strives to deliver responsive and personalized service. He also offers financial planning services as an added value to his clients.

Ian attended Bethany Lutheran College in Minnesota. He currently stays involved with his church by serving on the council and elder boards. Additionally, he contributes as chair of Naples Germanfest and is a member of the National Notary Association. 

Ian lives in Estero with his wife Laura and their four young boys. He likes to volunteer as a sports coach for his boy's teams. And when he has free time, Ian enjoys hunting,  fishing, and working on his antique car.

Michael is a retirement plan advisor who is responsible for new business development, Fiduciary governance, investment selection and participant education for plan sponsors.
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Michael has over 25 years’ experience in the retirement plan area working for CIGNA, Charles Schwab and OneAmerica in sales and management positions.  He earned his BA in Public Relations/Marketing from the University of Dayton and resides in Upper St. Clair Pa with his wife Denise, three children and enjoys coaching hockey and soccer.

Chad serves as Portfolio Advisor in the Pittsburgh office, helping identify prospective clients both for individual wealth management portfolios and retirement services plans. He manages client relationships and helps them develop a customized financial strategy aligned to their financial plan and goals.

Prior to joining Carnegie, Chad served as an internal sales representative at Federated Investors for 3 years.  He holds his Series 7 and Series 66 securities licenses, and received his Bachelor’s Degree in Finance from Ohio University. He currently resides in McMurray, PA, and enjoys just about any sport, travelling, as well as the occasional round of golf.

Heidi Rose joined the Cincinnati Office (previously The Alpine Financial Group) in 2000, and became part of Carnegie Investment Counsel in 2013. Heidi has 17 years experience as a Certified Financial Planner™. 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. 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 graduated with a Bachelor’s degree 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.

Raz works as a portfolio manager at Carnegie. He manages custom portfolios for selected clients and serves on the firm’s investment committee.

Prior to joining Carnegie, Raz worked at Tower Wealth Management in the capacity of research analyst for 2 years. He also worked at Morgan Stanley Smith Barney and Longbow Research. He received a B.S. in Economics in 2010 from John Carroll University.

​He is the treasurer of the Armenian Cultural Organization of Ohio and volunteer at St. Gregory of Narek Armenian Church. He also hosts a weekly radio program called Armenian Radio at WJCU 88.7 FM. He enjoys playing sports, running, and spending time with his family and friends.

In March 1991, Jim became a part of Carnegie Capital Management Company as an Executive Vice-President. He is currently serving Carnegie as Senior Portfolio Manager. His 40 years’ experience of investment management enables him to work closely with diverse clients. He is also a member of the Carnegie’s Investment Committee.

Jim served as the Managing Director of the Equities Group at McDonald and Company Securities, Inc. for 20 years. The domain of his responsibilities included management of Equity Research, Equity Syndicate, Listed, OTC, New York Stock Exchange and American Stock Exchange 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. He is an 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. He lives with his wife in Sedona, Arizona.

Doug joined Carnegie in 2004. He works as a Lead Trader and Research Analyst. He supports the Investment Committee and coordinates all trading activities for the firm. He is also responsible for collecting critical research necessary to make informed and well thought out decisions.
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Before joining Carnegie, Doug resided in Chicago and worked as a Research Associate for a Senior Research Analyst at Prudential Securities covering the 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 received a B.S in Finance from the University of Colorado at Boulder in 1999 and also went to University School in Cleveland. He resides in Ohio City and keenly participates in various associations and non-profits to revive Cleveland.

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.

​As a Certified Financial Planner™ professional, 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 married to Malena for 21 years. They met as Freshmen at Bradley University. Following graduation, they moved to Malena’s hometown of Toledo, OH. They have three children: Jonah is a Freshman at Renssalaer Polytechnic Institute majoring in Information Technology and Web Science; Abby is a sophomore at Mira Costa High School; Hannah is in eighth grade at Manhattan Beach Middle School. Josh has coached more than 30 youth teams including baseball, softball, and basketball.