“Every client is different and it's important to gain an understanding of who they are and what they're looking to achieve and, more importantly, to understand what level of risk they are comfortable with”
Keith Vargo is a Senior Portfolio Manager at the firm’s Cleveland office. In addition to his portfolio management responsibilities, he serves in an advisory role providing clients with investment and strategic financial advice. Keith truly enjoys building investment portfolios, from the initial stages of the research process through the end decision, identifying what he believes to be the best companies to own in constructing a quality portfolio for his clients.
Keith’s extensive portfolio management and investment career span more than 25 years. Prior to joining Carnegie, he was a Partner and Portfolio Manager at Midwest Investment Management. Keith was also a Partner and Portfolio Manager at Roulston & Company and Fairport Asset Management. At Fairport, Keith managed a large cap value product for individual clients and was the Portfolio Manager for the Fairport Growth & Income Fund.
Keith is a member of Carnegie’s Investment Committee. He is also a member of the CFA® Society Cleveland and holds the CFA Institute’s Chartered Financial Analyst designation. He and his wife reside in Twinsburg and have three children.
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