Carnegie Investment Counsel
  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Corporate Retirement Plan
    • Who We Serve >
      • Individuals and Families
      • Foundations and Non Profits
      • Religious Entities
  • About
    • Team
    • Why work with a RIA?
    • News & Press
    • Resources
    • Disclosures
  • Blog
  • Contact
    • Locations
    • Request for Proposal
  • Client Login
  • Talk to An Advisor
    • Portfolio Analysis

Stephanie Bush

2/6/2020

 
Picture
Stephanie Bush
Chief Compliance Officer
Cleveland, OH
Stephanie Bush is Carnegie Investment Counsel’s Chief Compliance Officer and Operations Director.  Stephanie enjoys being a resource for the firm and its employees. She is responsible for the firm’s compliance with various regulations and also helps steer the firm’s operational initiatives.

Stephanie joined Carnegie when the Alpine Financial Group and Carnegie merged in 2013. Before Alpine, Stephanie supervised advisors in a compliance capacity at UBS and Morgan Stanley and served as an advisor and manager at Fidelity Investments.  Having also worked with regulators in her role in enterprise risk management for Fifth Third Bank, she possesses a broad knowledge of both securities and banking.

Stephanie earned her Bachelor of Business Administration in Accounting and Finance from the University of Cincinnati.  Stephanie has been involved in a variety of non-profit organizations including community theater and Give Back Cincinnati. Being a new Cleveland resident, she recently joined Give Chagrin Valley, and she still enjoys fundraising for St. Jude.
​
In her spare time, Stephanie loves exploring her new hometown of Chagrin Falls with her two children and husband and is also getting accustomed to a bit more snow.                   
return out team

Comments are closed.

Account Overview

Client Login

Telephone

800-321-2322

Email

info@carnegieinvest.com

Privacy Policy

View Privacy Policy

Navigating Our Site

Home | Services | About | Our Team | Blog | Book Appointment | Request Proposal | ​Contact | More Resources
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. ​

View Form CRS Relationship Summary

Locations

Cincinnati, OH
Cleveland, OH
Ft. Myers, FL
Los Angeles, CA
New York City, NY
Philadelphia, PA
Pittsburgh, PA
​Toledo, OH
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.

©2021 Carnegie Investment Counsel. All Rights Reserved. 
  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Corporate Retirement Plan
    • Who We Serve >
      • Individuals and Families
      • Foundations and Non Profits
      • Religious Entities
  • About
    • Team
    • Why work with a RIA?
    • News & Press
    • Resources
    • Disclosures
  • Blog
  • Contact
    • Locations
    • Request for Proposal
  • Client Login
  • Talk to An Advisor
    • Portfolio Analysis