"I am passionate about developing systems and processes that help Carnegie deliver an exceptional customer experience. "
Joe Spidalieri is the Chief Operating Officer at Carnegie Investment Counsel. Joe brings over 20 years of experience in the financial services field to Carnegie with vast knowledge in technology, trading, client service, and compliance.
Joe’s most recent position was Chief Operating Officer at Ancora Holdings where he helped grow the firm from a startup to nearly $10 billion in AUM prior to its sale to Focus Financial in 2021. His previous positions include Chief Compliance Officer, head equity trader, and administrator of the portfolio accounting system. Joe previously worked at American Express in their Finance and Money Management division.
Joe earned a Bachelor of Science degree with majors in Finance and Marketing and a minor in Business Legal Studies from Miami University. He also earned an MBA from Case Western Reserve University’s Weatherhead School of Management. Joe resides in Solon with his wife, Becky, and their three children, Anthony, Ashley, and Lilly.
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