Our Team

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

Principals

Richard Alt

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®

Chris Carey

Robert Carroll, CPA, CFP®, CDFA™

Elmer (Al) Meszaros, CFA

Ian Matheson

James (Jim) Pease, CFA

Isabel (Bel) Pedrosa

Raz Pounardjian

Heidi Rose, CFP®

Henry A. Spain, CLU®, ChFC®

Howard A. Trauger

Peter Vanden Broeck

Keith Vargo, CFA

Doug Warzinski, CFP®, CIMA®

Research & Trading

Greg W. Halter, CFA

Doug Pease

Compliance & Operations

Client Service Managers

Account Overview

Client Login

Telephone

800-321-2322

Email

info@carnegieinvest.com

Privacy Policy

View Privacy Policy

Navigating Our Site

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.

View Form CRS Relationship Summary

Locations

Cincinnati, OH
Cleveland, OH
Ft. Myers, FL
Los Angeles, CA
New York City, NY
Philadelphia, PA
Pittsburgh, PA
Toledo, OH