“I love connecting clients with the solutions they seek and collaborating with my colleagues to ensure requests are met efficiently and timely.”
Angela Huaynate holds the title of Client Service Manager for Carnegie Investment Counsel in the firm’s L.A. office. Angela is available to respond to clients’ inquiries and requests related to their account(s) in her role at Carnegie. She assists in client onboarding, account setup, and account maintenance.
Angela brings to Carnegie the experience and knowledge obtained while holding positions in the financial field. Her past experiences include working with lead advisors and clients to develop financial plans, analyzing clients’ asset allocation, and preparing customized portfolio reporting.
Angela attended the David Nazarian College of Business and Economics at California State University, Northridge, where she received the degree of Bachelor of Science in Finance.
Angela volunteers her time with local organizations Heal the Bay and TreePeople. She enjoys spending time with her 2 dog fur babies, a 4-year-old Australian Shepherd named Oso and a 14-year-old Chihuahua named Bella. In her free time, you can find Angela traveling, attending live concerts, visiting National Parks, camping/hiking and trying new local restaurants.
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.