Meet the Carnegie Investment Counsel Team

Our team is made up of credentialed professionals who hold designations such as CFP®, CFA®, & AIF®. Each member has a unique background that contributes to our clients’ achievements. ​

Leadership

Richard Alt

Principal, Chief Investment Officer

Cleveland, Ohio

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Gary P. Wagner, AIF®

Principal, Chief Operations Officer

Cleveland, Ohio

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Arthur G. Merriman, III, CFA​®

Principal, Senior Portfolio Manager

Cleveland, Ohio

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Kim Gannis, AIF®

PRINCIPAL, DIRECTOR OF RETIREMENT SERVICES

Pittsburgh, Pennsylvania

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Keith Warmbein

Principal, Director of Participant Services

Pittsburgh, Pennsylvania

Bio Coming Soon

Managing Directors

Robert P. Carroll, CPA, CFP®, CDFA™

Managing Director 

Cincinnati, Ohio

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Paul McCollum CFP®

Managing ​Director, Portfolio Manager

Dayton, Ohio

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Howard A. Trauger

Managing
​Director

Philadelphia, Pennsylvania

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Donald L. Haisman, CFP®

SR. Financial Planner, Managing Director

Ft. Myers, Florida

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Brendan A. Goldstein

Managing Director, Wealth Advisor

New York City, New York

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Josh Mudse, ​CFP®

Managing Director and Wealth Advisor

Los Angeles, California

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Shams Afzal

Managing
​Director 

Toledo, Ohio

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Learn More About Carnegie Investment Counsel and Our Team

ADVISORS 
​
Meet the investment and wealth managers of Carnegie Investment Counsel.

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CLIENT SUCCESS TEAM
​
Meet the client success team at Carnegie Investment Counsel.

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CARNEGIE LOCATIONS

View and learn more about the nine Carnegie Investment Counsel locations.

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