Carnegie Investment Counsel
  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Corporate Retirement Plan
    • Who We Serve >
      • Individuals and Families
      • Foundations and Non Profits
      • Religious Entities
  • About
    • Team
    • Why RIA?
    • News & Press
    • Resources
    • Disclosures
  • Blog
    • Carnegie Investment Counsel Blog
    • Nonprofit Investment Blog
  • Contact
    • Locations
    • Request for Proposal
  • Client Login
  • Talk to An Advisor
    • Portfolio Analysis

Gary P. Wagner, AIF®

4/8/2019

 
Gary P. Wagner, AIF® Bio - Carnegie Investment Counsel
Gary Wagner
Principal, Chief Operations Officer
Cleveland, OH
email gary wagner
Or call 216.367.4114
Gary Wagner is Principal and Chief Operations Officer. He also works directly with clients to provide investment and strategic wealth advice. Gary sits on Carnegie’s Investment Committee and also manages the firm’s strategic initiatives and operations. 

Prior to joining Carnegie, Gary worked with the Reserve Management Corp, Schwab Institutional, and Federated Investors.

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 also works with the Ronald McDonald House of Cleveland as the finance committee lead for the Capital Campaign and the Planned Giving Committee.
​
Gary holds a Bachelor of Science in Finance from Duquesne University and a Master of Business Administration from Kent State University.
Return to Team

About Gary Wagner's Professional Designation

Accredited Investment Fiduciary® (AIF®)
The Accredited Investment Fiduciary® (AIF®) designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. It is issued by the Center for Fiduciary Studies at http://www.fi360.com. The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility. In order to become an AIF® Designee, candidates must complete the following requirements: 1. Enroll in and complete training that satisfies AIF® Training requirements, which requires completing 2-day classroom instruction or a self-study program 2. Pass the AIF examination 3. Meet the experience requirement (prerequisites) 4. Satisfy the Code of Ethics and Conduct Standards 5. Submit the application and dues 6. Complete 6 hours of continuing education annually. Full requirements and policies and procedures can be found in the AIF® Candidate Handbook.

Comments are closed.

Account Overview

Client Login

Telephone

800-321-2322

Email

info@carnegieinvest.com

Privacy Policy

View Privacy Policy

Navigating Our Site

Home | Services | About | Our Team | Blog | Book Appointment | Request Proposal | ​Contact | More Resources
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. ​

View Form CRS Relationship Summary

Locations

Cincinnati, OH
Cleveland, OH
Ft. Myers, FL
Los Angeles, CA
New York City, NY
Philadelphia, PA
Pittsburgh, PA
​Toledo, OH

©2022 Carnegie Investment Counsel. All Rights Reserved. 
  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Corporate Retirement Plan
    • Who We Serve >
      • Individuals and Families
      • Foundations and Non Profits
      • Religious Entities
  • About
    • Team
    • Why RIA?
    • News & Press
    • Resources
    • Disclosures
  • Blog
    • Carnegie Investment Counsel Blog
    • Nonprofit Investment Blog
  • Contact
    • Locations
    • Request for Proposal
  • Client Login
  • Talk to An Advisor
    • Portfolio Analysis