Jake Steffens
Portfolio Management Associate
Cleveland, OH

Jake Steffens serves Carnegie Investment Counsel as Portfolio Management Associate.  Jake provides operational and investment-related support to Carnegie portfolio managers.  Through direct communication, he assists Carnegie clients with inquiries regarding their accounts, portfolios, and operations.
 
Before joining Carnegie, Jake gained experience in the financial planning/insurance industry by working as a Financial Representative with Northwestern Mutual. 
 
Jake earned a Bachelor of Business Administration degree in Finance, specializing in investments, from Ohio University.  On-campus, Jake was one of the “founding fathers” of Pi Sigma Epsilon business fraternity and was the head analyst in a derivatives investment group.
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Jake was born and raised in Mayfield Heights, Ohio. Outside of work, Jake enjoys playing guitar, spending time with family and friends, and enjoying the beauty of nature.

Darlene Keenan
Senior Portfolio Administrator
Philadelphia, PA

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.

Isabel (Bel) Pedrosa
Portfolio Manager
Los Angeles, CA

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.
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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.

Brittany Blazey
Senior Relationship Manager
Toledo, OH

Brittany serves Carnegie Investment Counsel as the Office Manager and Relationship Manager in the firm’s Toledo Office.  She works closely with clients building relationships based on trust and value. She works with company vendors to deliver consistent service throughout the office.

Prior to entering the wealth management industry, Brittany spent over 10 years in retail and commercial banking.
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She and her family volunteer for numerous organizations throughout the Toledo area.  Away from the office, Brittany can be found cheering her children on at one of their many sporting and social events.

Brandi Casey
Relationship Manager
Toledo, OH

Brandi Casey is the Relationship Manager at Carnegie Investment Counsel in the firm’s Toledo office. She is available to help clients with all account requests and questions. Brandi also serves as primary contact for 401(k) clients.

Brandi joined Carnegie with more than ten years’ experience in banking. Outside of work, Brandi’s young daughter keeps her busy.

MaryBeth FitzGerald
Personnel & Integrations Manager
​​Cleveland, OH

Mary Beth is the Personnel and Integrations Manager at Carnegie Investment Counsel.  Along with her personnel duties, she onboards and integrates new employees and new offices.

MaryBeth joined Carnegie in 2014 as a Client Service Manager. She also led the initiative to create cloud storage and organization for client files, which increased efficiency and security for the firm.

Mary Beth received her Bachelor of Fine Arts degree from The Ohio State University. She lives in Shaker Heights, Ohio with her husband and five children. She enjoys playing racquet sports and cheering on her kid’s sports teams.

Elizabeth Hammelrath
Office Administrator
​​Cincinnati, OH

Elizabeth Hammelrath is the Office Administrator for Carnegie’s Cincinnati office.  Elizabeth enjoys getting to know clients so she may better help them accomplish their goals.

Before joining Carnegie, Elizabeth was in the non-profit world as Development Assistant for the Junior League of Cincinnati for 6 years.  She also worked for Melanoma Know More as Office Manager for five years. Elizabeth holds a Bachelor of Arts degree in Business from Hanover College. 
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Elizabeth and her husband Steve enjoy spending time with Sophi, their Beagle/Tree Walker hound.  They have two grown children, Anna and Hans.  Outside of work, Elizabeth loves to play league tennis year-round and always has a good book to read.

Stephanie Bush
Chief Compliance Officer
Cleveland, OH

Stephanie Bush is Carnegie Investment Counsel’s Chief Compliance Officer and Operations Director.  Stephanie enjoys being a resource for the firm and its employees. She is responsible for the firm’s compliance with various regulations and also helps steer the firm’s operational initiatives.

Stephanie joined Carnegie when the Alpine Financial Group and Carnegie merged in 2013. Before Alpine, Stephanie supervised advisors in a compliance capacity at UBS and Morgan Stanley and served as an advisor and manager at Fidelity Investments.  Having also worked with regulators in her role in enterprise risk management for Fifth Third Bank, she possesses a broad knowledge of both securities and banking.

Stephanie earned her Bachelor of Business Administration in Accounting and Finance from the University of Cincinnati.  Stephanie has been involved in a variety of non-profit organizations including community theater and Give Back Cincinnati. Being a new Cleveland resident, she recently joined Give Chagrin Valley, and she still enjoys fundraising for St. Jude.
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In her spare time, Stephanie loves exploring her new hometown of Chagrin Falls with her two children and husband and is also getting accustomed to a bit more snow.                   

Mindy Mackey joined Carnegie in 2014 as Marketing Manager. She coordinates all marketing communications and events to delight both new and long-time clients. She enjoys finding new and creative ways to spread the message of how Carnegie helps people reach their financial goals.

Mindy earned her bachelor’s degree in Marketing from Kent State University. She is also certified as a StoryBrand Guide.​

On the weekends, Mindy volunteers on the Technology Team at her church. She lives in Burton, Ohio with her husband and two small children, where they enjoy hosting friends and family at their home.

Laura Mock is a Client Service Manager/Office Manager for Carnegie Investment Counsel in the firm’s Ft. Myers office.  Along with her duties as office manager, Laura assists clients with custodian paperwork, schedules meetings and gathers end of year cost basis and 1099’s. 

Laura’s previous experience as Executive assistant and office management allows her to be more than capable of answering any questions asked by the client.
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Laura holds the designation of Financial Paraplanner Qualified Professional from the College for Financial Planning.  She also has an Associates of Arts degree in early childhood education from Orange Coast College.

Outside of work Laura enjoys boating, going to the gym and reading.  She and her husband Gary have been married for over 35 years.