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.
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.