Greg W. Halter, CFA

Greg W. Halter, CFA
Director of Research
​Cleveland, OH

email greg halter

“Identifying and having the fortitude to recommend and invest in solid companies for long-term capital appreciation is gratifying.  Such companies are fewer in number than many believe.  The ability to discover such gems when they are small and grow with them as they mature into product or service dynamos is something I have relished over my career.”

Greg Halter serves Carnegie Investment Counsel as Director of Research, where he coordinates all aspects of both equity and fixed income research materials.  Greg provides the appropriate materials for portfolio managers to use in building and managing client portfolios effectively.

Greg has been involved in the equity and fixed income research areas for over 25 years with experience in both individual and institutional client accounts.  Attending Cleveland State University, Greg received his bachelor’s degree in Business Administration with a major in Finance.  Additionally, Greg attained the Chartered Financial Analyst® designation in 1991.  He was also a commissioned bank examiner during his tenure with the Federal Reserve Bank of Cleveland.
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Greg is married with three grown children, all of whom are also employed in the financial industry.  He has a passion for cycling and enjoys his two bounding dachshunds.

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About Greg Halter's Professional Designation

Chartered Financial Analyst (“CFA”)
​The Chartered Financial Analyst (“CFA”) charter is a professional designation established in 1962 and awarded by CFA Institute. To earn the CFA charter, candidates must pass three sequential, six-hour examinations over two to four years. The three levels of the CFA Program test a wide range of investment topics, including ethical and professional standards, fixed-income analysis, alternative and derivative investments, and portfolio management and wealth planning. In addition, CFA charterholders must have at least four years of acceptable professional experience in the investment decision-making process and must commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct