“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.
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