Gregory W. Halter, CFA

Gregory W. Halter, CFA
Director of Research
Cleveland, OH

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Gregory Halter, CFA, is Director of Research at Carnegie Investment Counsel, where he leads equity research and helps shape the firm's investment strategy. Since joining Carnegie in 2017, Greg has brought decades of experience in equity research, portfolio management, and investment analysis.

Before joining Carnegie, Greg served as Co-Manager of the RE Advisers Homestead Value Fund and Homestead Small-Company Stock Fund. Earlier in his career, he spent 16 years as an equity analyst at Great Lakes Review. He also served as a Portfolio Manager at Premier Bank and Trust and as a Commissioned Bank Examiner for the Federal Reserve Bank of Cleveland.

Greg is a frequent contributor to national financial media, with insights featured by Bloomberg News, BBC News, Reuters, Schwab Network, InvestmentNews, Yahoo Finance, and other leading outlets. Visit the Carnegie Media Wall to view recent segments.
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He earned a Bachelor of Business Administration in Finance from Cleveland State University and is a Chartered Financial Analyst® (CFA®). Greg is a member of the CFA Institute and the CFA Society of Cleveland.

Blogs written by Greg Halter

About the CFA Designation

The Chartered Financial Analyst (“CFA”) charter is a professional designation established in 1962 and awarded by CFA Institute. To earn the CFA charter, candidates must pass three sequential, six-hour examinations over two to four years. The three levels of the CFA Program test a wide range of investment topics, including ethical and professional standards, fixed-income analysis, alternative and derivative investments, and portfolio management and wealth planning. In addition, CFA charterholders must have at least four years of acceptable professional experience in the investment decision-making process and must commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.