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Our Team

Each member has a unique background that contributes to our clients’ achievements. ​

Principals

Richard Alt
Principal, Chief Investment Officer
Cleveland, Ohio
Richard Alt
Gary P. Wagner, AIF®
Principal, Chief Operations Officer
Cleveland, Ohio
Gary Wagner, AIF®
Arthur G. Merriman, III, CFA​
Principal, Senior Portfolio Manager
Cleveland, Ohio
Arthur G. Merriman, III, CFA
Kim Gannis, AIF®
Principal, Director of Retirement Services
Pittsburgh, Pennsylvania
Kim Gannis, AIF®
Keith Warmbein
Principal, Director of Participant Services
Pittsburgh, Pennsylvania
Keith Warmbein


Advisors & Portfolio Managers

Shams Afzal, AIF®
William R. Anderson Wealth Advisor, Portfolio Manager Cleveland, Ohio
William R. Anderson
Bryan Blackburn, CFP®
Financial Planner, Wealth Advisor Cleveland, Ohio
Bryan Blackburn, CFP®
Chris Carey
Portfolio Advsior, Trader Cleveland, Ohio
Chris Carey
Robert Carroll, CPA, CFP®, CDFA™
Winnie Coleman
Senior Portfolio Advisor Cleveland, Ohio
Winnie Coleman
Linda Fousek, CFA
Portfolio Manager Cleveland, Ohio
Linda Fousek, CFA
Brendan A. Goldstein
Meg Halloran
Senior Portfolio Manager Cleveland, Ohio
Meg Halloran
Donald Haisman, CFP®
Chris Henry
Portfolio Manager
Toledo, OH
Chris Henry
Scott R. Inglis, CFA
Regional Director, Portfolio Manager
Philadelphia, PA
Scott R. Inglis, CFA
Brent K. Luce
Senior Portfolio Manager
Cleveland, OH
Brent K. Luce
Elmer (Al) Meszaros, CFA
Ian Matheson
Wealth Advisor
Fort Myers, FL
Ian Matheson
Robert O'Brien
Senior Wealth Manager
Pittsburgh, PA
Robert O'Brien
James (Jim) Pease, CFA
Isabel (Bel) Pedrosa
Raz Pounardjian
Portfolio Manager
Cleveland, OH
Raz Pounardjian
Heidi Rose, CFP®
Financial Planner
Cincinnati, OH
Heidi Rose, CFP®
Howard A. Trauger
Peter A. Vanden Broeck
Senior Portfolio Manager
Cleveland, OH
Peter A. Vanden Broeck
Keith Vargo, CFA
Senior Portfolio Manager
Cleveland, OH
Keith Vargo, CFA
Chad Warmbein
Portfolio Advisor
Pittsburgh, PA
Chad Warmbein
Michael Woomer
Retirement Plan Advisor
Pittsburgh, PA
Michael Woomer


Research & Trading

Gregory Halter, CFA
Director of Research
Cleveland, OH
Gregory Halter, CFA
Doug Pease
Trader, Portfolio Manager
Cleveland, OH
Doug Pease


​Compliance & Operations

Stephanie Bush
Chief Compliance Officer
Cleveland, OH
Stephanie Bush
Denise Delia
Concierge, Office Administrator
Cleveland, OH
Denise Delia
Mindy M. Mackey
Marketing Manager
Cleveland, OH
Mindy Mackey
MaryBeth FitzGerald


Client Service Managers

Brittany Blazey
Office Manager, Relationship Manager
Toledo, OH
Brittany Blazey
Brandi Casey
Relationship Manager
Toledo, OH
Brandi Casey
Jodi Cowgill
Senior Portfolio Administrator, Trader
Cleveland, OH
Jodi Cowgill
Kendall Exline
Client Service Manager
Cleveland, OH
Kendall Exline
Elizabeth Hammelrath
Office Administrator
Cincinnati, OH
Elizabeth Hammelrath
Darlene Keenan
Senior Portfolio Administrator
Philadelphia, PA
Darlene Keenan
Kyle Kopecky
Client Service Manager
Cleveland, OH
Kyle Kopecky
Laurel Lawrence
Client Service Manager
Cleveland, OH
Laurel Lawrence
Laura Mock
Office Manager, Client Service Manager
Fort Myers, FL
Laura Mock
Jeffrey Omslaer
Client Service Manager
Pittsburgh, PA
Jeffrey Omslaer
Jake Steffens
Sue Yeagley
Senior Portfolio Administrator
Cleveland, OH
Sue Yeagley
Carol Yee

Account Overview

Client Login

Telephone

800-321-2322

Email

info@carnegieinvest.com

Privacy Policy

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Navigating Our Site

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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. ​

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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.

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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
  • Contact
    • Locations
    • Request for Proposal
  • Client Login
  • Talk to An Advisor
    • Portfolio Analysis