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Richard Alt

3/12/2019

 
Richard Alt Bio - Carnegie Investment Counsel
Richard Alt
Principal, Chief Investment Officer
Cleveland, OH
email richard alt
Or call 216.367.4114
Richard Alt is Principal and Chief Investment Officer where he oversees the investment process of the firm.  In this position, Richard works with select clients to understand their financial objectives, then customizes and manages an investment portfolio to help them reach their goals.

Richard has over 25 years of experience in investment management. He has worked in various firms including Merrill Lynch, Roulston & Company, Hubbard Associates, and Greenleaf Capital Management.

He has served on various non-profit boards such as Ashtabula County Medical Center and St. Paul’s Episcopal Church. Richard earned his Bachelor of Science in Finance from The University of Dayton.  He lives with his wife and four children in Cleveland Heights, Ohio.
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  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Corporate Retirement Plan
    • Who We Serve >
      • Individuals and Families
      • Foundations and Non Profits
      • Religious Entities
  • About
    • Team
    • Why RIA?
    • News & Press
    • Resources
    • Disclosures
  • Blog
    • Carnegie Investment Counsel Blog
    • Nonprofit Investment Blog
  • Contact
    • Locations
    • Request for Proposal
  • Client Login
  • Talk to An Advisor
    • Portfolio Analysis