William Anderson Wealth Advisor and Portfolio Manager Cleveland, OH
"I would like my clients to know that I live by the maxim -- Do things right and always do the right thing"
William Anderson serves as a Wealth Advisor and Portfolio Manager. Bill handles all aspects of investment portfolio management and client relationships. He offers advice to a diverse group of clients including foundations, professionals in academia, the medical and cultural fields, divorcees, and large family groups.
A wide breath of experience and spiritual grounding is what makes Bill good at what he does. He has experience in just about all aspects of the wealth management industry, but also in the wider world including issues around elder care, employment transition and family dynamics. Bill has a long track record in the wealth management field in Cleveland, Ohio. He also spent fifteen years with Progressive Insurance, specializing in financial institution crime and liability insurance.
He earned his Bachelor of Business Administration in Finance and Real Estate as well as Master of Business Administration in Finance from Kent State University. He held the distinction of being the youngest graduate of both programs for several years. Additionally, Bill held the Wall Street Journal Award for the highest GPA in finance. Outside of work, Bill is an active volunteer at the Cleveland Museum of Art, University Circle activities and in the revitalization of the Shaker Square pocket gardens. Bill also serves on the board of the Friends of the McGaffin Carillon in University Circle. He combines his passion for the arts with specialized planning and advice to collectors.
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.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). 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.