“I love the everyday challenge that the markets provide plus my career allows me to use this excitement to help clients achieve their financial goals.”
Chris Henry serves as Portfolio Manager at the firm’s Toledo office. His duties range from providing research on investments to executing and allocating trades. Chris has a passion for understanding investments and how to best incorporate them for his clients.
Prior to joining Carnegie, Chris served as a Portfolio Manager at an RIA and had been an integral part of their investment department. He has also been an active board member and is currently Vice President of the Wealth Management Society of NW Ohio (WMSNWO).
Chris earned his Bachelor of Business Administration in Finance, with a minor in Accounting, from the University of Toledo. At the university, he quickly learned how to manage money in a downturn as a member of the Student Managed Portfolio (SMP) class, which helped manage $1 million of the UT Foundation endowment from August 2008 to May 2009. In 2008, he also interned at Citi Smith Barney where he provided research and portfolio analysis for two financial advisors.
Outside of work, Chris holds the honor of being admitted into the Order of the Arrow and awarded the rank of Eagle Scout in 2005.
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.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). 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.