“I love that every day brings a new challenge and a new opportunity for me to help clients reach their desired goals."
Chris Carey serves as a Portfolio Manager 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.
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. Chris can be found volunteering his time at Garfield Memorial Church. Outside of work, Chris enjoys long distance running, drumming and practicing Krav Maga.
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.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times. The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.