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
Gary P. Wagner, AIF®
Principal, Chief Operations Officer
Cleveland, Ohio
Arthur G. Merriman, III, CFA​
Principal, Senior Portfolio Manager
Cleveland, Ohio
Kim Gannis, AIF®
PRINCIPAL, DIRECTOR OF RETIREMENT SERVICES
Pittsburgh, Pennsylvania
Keith Warmbein
Principal, Director of Participant Services
Pittsburgh, Pennsylvania

Managing Directors

Robert P. Carroll, CPA, CFP®, CDFA™
Managing Director 
Cincinnati, Ohio
Paul McCollum
Managing ​Director, Portfolio Manager
Dayton, Ohio
Howard A. Trauger
Managing
​Director
Philadelphia, Pennsylvania
Donald L. Haisman, CFP®
SR. Financial Planner, Managing Director
Ft. Myers, Florida
Brendan A. Goldstein
Managing Director, Wealth Advisor
New York City, New York
Josh Mudse, ​CFP®
Managing Director and Wealth Advisor
Los Angeles, California
Shams Afzal
Managing
​Director 
Toledo, Ohio

Learn More About Carnegie Investment Counsel and Our Team

ADVISORS 
​
Meet the investment and wealth managers of Carnegie Investment Counsel.
CLIENT SUCCESS TEAM
​
Meet the client success team at Carnegie Investment Counsel.
CARNEGIE LOCATIONS

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

Account Overview

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. ​

Locations

Cincinnati, OH
Cleveland, OH
Dayton, 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 (June 2019). 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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