Gwen Graham serves Carnegie Investment Counsel as a Client Service Manager. Gwen is happy to assist in whatever capacity that helps the client. Gwen brings to Carnegie over 20 years of experience. She has held the position of Vice President of operations for 20+ years with an investment management firm. Gwen is proud to hold the title of Valedictorian at John Hay High School. Gwen also contributes each month to the Southern Poverty Law Center. Outside of work, she enjoys reading mysteries and crime novels. Gwen is married and has one daughter.
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.