James “Jim” Pease, CFA

James Pease, CFA
Senior Wealth Advisor

“I love asset management. It's a profession with high standards where trust is paramount. My clients always come first”

Jim Pease currently serves Carnegie Investment Counsel as Senior Wealth Advisor.  With over 50 years of experience, Jim helps clients achieve their financial goals, so they have a comfortable life in their later years. 
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Jim joined Carnegie in 1990 as an Executive Vice-President. His experience in investment management enables him to work closely with diverse clients.  Prior to joining Carnegie, Jim served as the Managing Director of the Equities Group at McDonald and Company Securities, Inc. for 20 years. His responsibilities included management of Equity Research, Equity Syndicate, Trading, Convertible Arbitrage, and Institutional Equity Sales.  As a part of McDonald’s Management Committee, he was responsible for the administration and investment decisions concerning the firm’s profit sharing plan.

Jim is a Chartered Financial Analyst® and is also a member of Carnegie’s Investment Committee.  He is ex-President of the Cleveland Society of Securities Analysts and a member of Association for Investment Management Research (AIMR).  He is very active in the arts and non-profit community.

Jim earned his Bachelor of Arts in Economics from Michigan State University and a Master of Business Administration in Finance Case Western Reserve University.

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About Jim Pease'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