“I believe that the investments we have entrusted to us represent the tangible results of not only our clients’ working lives but, in many cases, legacy family assets as well. It has always been my mission to treat one’s wealth with great care, skill and thoughtfulness.”
Henry A. Spain (Hank) serves as Senior Portfolio Manager and Wealth Advisor working with a select group of individuals, families, and businesses. He listens to them and develops plans to help them build, manage, protect, and benefit from their wealth and investments.
Prior to joining Carnegie, Hank’s career began as part of the growing financial planning movement in the 80’s. Since then, he developed progressive portfolio management skills—starting at Prudential Securities and was asked to open the current branch of Wells Fargo Advisors in Pepper Pike. This combination of experience has allowed him to hone management skills for wealth and portfolio advice.
In addition to serving his client base, Hank believes it’s important to serve his community as well. He has served as a founding board member and Secretary of the Gathering Place. He served as Treasurer of Sam’s Scholars (Inner Circle). He is active with LifeAct, which addresses issues for suicide prevention in our community.
Hank earned his Bachelor’s degree from Ohio State University. He has undergone additional business training through the University of Miami Graduate School Administrative Studies as well as The American College of Financial Services. He is a chartered ChFC and a CLU.
Hank and his wife Michele have two children, and their son Nick has also joined Carnegie Investment Counsel. Hank enjoys fitness, skiing, “recreational” golf and all Cleveland sports.
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.