Mary Beth is the Personnel and Integrations Manager at Carnegie Investment Counsel. Along with her personnel duties, she onboards and integrates new employees and new offices.
MaryBeth joined Carnegie in 2014 as a Client Service Manager. She also led the initiative to create cloud storage and organization for client files, which increased efficiency and security for the firm.
Mary Beth received her Bachelor of Fine Arts degree from The Ohio State University. She lives in Shaker Heights, Ohio with her husband and five children. She enjoys playing racquet sports and cheering on her kid’s sports teams.
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.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times. 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.