Gary joined Carnegie in 2003. Currently, he serves as a Portfolio Advisor and Principal/COO. He works directly with clients to provide investment and strategic wealth advice. He sits on Carnegie’s Investment Committee and also manages the firm’s strategic initiatives and operations. Prior to joining Carnegie, Gary had worked with the Reserve Management Corp, Schwab Institutional, and Federated Investors. He earned his B.S. Finance from Duquesne University and an MBA from Kent State University. He works with the Ronald McDonald House of Cleveland as the Finance Committee lead for the Capital Campaign and the Planned Giving Committee.
Gary is a Treasurer and Board Member of March of Dimes – Northeast Ohio. He is also a member of the Society of Financial Services Professionals Cleveland and the Financial Planning Association. Gary and his wife reside in Solon with their daughter and twin boy and girl.
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.