Carnegie Investment Counsel
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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
Wesley W. Creese, CPA
Kim Gannis, AIF®
Principal, Director of Retirement Services
Pittsburgh, Pennsylvania
Kim Gannis, AIF®
Arthur G. Merriman, III, CFA
Gary Wagner


Advisors & Portfolio Managers

Shams Afzal, AIF®
William R. Anderson Wealth Advisor, Portfolio Manager Cleveland, Ohio
William R. Anderson, CSRIC®
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
John R. Frye, CFA
Brendan A. Goldstein
Meg Halloran
Chris Henry
Portfolio Manager
Toledo, OH
Chris Henry
Scott R. Inglis, CFA
Regional Director, Portfolio Manager
Philadelphia, PA
Scott R. Inglis, CFA
Brent Luce
Elmer (Al) Meszaros, CFA
Ian Matheson
Wealth Advisor
Fort Myers, FL
Ian Matheson
James (Jim) Pease, CFA
Isabel (Bel) Pedrosa
Raz Pounardjian
Andrew Robb
Heidi Rose, CFP®
Financial Planner
Cincinnati, OH
Heidi Rose, CFP®
Henry A. Spain, CLU®, ChFC®
Brandon Thuott
Howard A. Trauger
Peter Vanden Broeck
Keith Vargo, CFA
Senior Portfolio Manager
Cleveland, OH
Keith Vargo, CFA
Doug Warzinski, CFP®, CIMA®


Research & Trading

Greg W. Halter, CFA
Doug Pease
Trader, Portfolio Manager
Cleveland, OH
Doug Pease


Operations

Denise Delia
MaryBeth FitzGerald
Mindy Mackey
Paul Zappala


Client Service Managers

Danica Bable
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
Elizabeth Hammelrath
Office Administrator
Cincinnati, OH
Elizabeth Hammelrath
Angela Huaynate
Denny Johnson
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
Phyllis Marino
Laura Mock
Office Manager, Client Service Manager
Fort Myers, FL
Laura Mock
Jeffrey Omslaer
Client Service Manager
Pittsburgh, PA
Jeffrey Omslaer
Nick Spain
Suzanne O'Sickey
Sue Yeagley
Christene Wojdyla

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

©2022 Carnegie Investment Counsel. All Rights Reserved. 
  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Corporate Retirement Plan
    • Who We Serve >
      • Individuals and Families
      • Foundations and Nonprofits
      • Religious Entities
  • About
    • Team
    • Why RIA?
    • News & Press
    • Resources
    • Disclosures
  • Blog
    • Carnegie Investment Counsel Blog
    • Nonprofit Investment Blog
  • Contact
    • Locations
    • Request for Proposal
  • Client Login
  • Talk to An Advisor
    • Portfolio Analysis