Our Team

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

Principals

Richard Alt

Gary P. Wagner, AIF®
Principal, Chief Operations Officer
Cleveland, Ohio

Gary Wagner, AIF®

Arthur G. Merriman, III, CFA

Kim Gannis, AIF®

Keith Warmbein

Advisors & Portfolio Managers

Shams Afzal

William R. Anderson

Bryan Blackburn, CFP®

Chris Carey

Robert Carroll, CPA, CFP®, CDFA™

Elmer (Al) Meszaros, CFA

Ian Matheson

Robert O'Brien

James (Jim) Pease, CFA

Peter A. Vanden Broeck

Keith Vargo, CFA

Chad Warmbein

Michael Woomer

Research & Trading

Gregory Halter, CFA

Doug Pease

Dana Tiedt

Compliance & Operations

Client Service Managers

Account Overview

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Telephone

800-321-2322

Email

info@carnegieinvest.com

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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
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.