Steven Daugherty

Steven Daugherty
SVP, Wealth Advisor
Cleveland, OH

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Steven brings over 25 years of financial services and wealth management experience to his role as Senior Vice President, Wealth Advisor at Carnegie Investment Counsel. 
 
Steven began his career at Charles Schwab, where he served as Managing Director leading investment advisory teams across their retail and retirement services channels. He later joined PNC Private Bank as Vice President, advising high net worth individuals and families on complex financial strategies, portfolio construction, and long-term planning. These roles shaped his analytical approach, deep technical expertise, and ability to guide clients through all market environments. 
 
Steven holds a Bachelor of Business Administration (B.B.A.) in Finance and Financial Management Services from Kent State University. He remains actively connected to his alma mater as a member of the Kent State University Athletic Alumni Association, supporting student athletes and university initiatives. 
 
Beyond his professional responsibilities, Steven is deeply engaged in his community. He serves as a board member of the Avon Wrestling Association and is an active Habitat for Humanity sponsor, contributing to programs that strengthen families and local neighborhoods. 
 
Steven resides in Avon, Ohio, where he and his wife have built a strong family foundation over their 25 years of marriage. They are the proud parents of two sons, both currently attending John Carroll University.