Carnegie Investment Counsel Employee Directory

Investment ManagementOhio, United States51-200 Employees

At Carnegie Investment Counsel we provide custom investment management, wealth management, corporate retirement plans, and more for individuals, families, nonprofits, and business owners.

As an independent Registered Investment Advisor with the U.S. Securities and Exchange Commission (SEC) and fiduciary, we are beholden only to our client’s best interests 100% of the time.

In short, we help you Invest with Intention. We get to know you, customize a plan focused on your goals, and provide complete transparency into your portfolio’s performance and our straight-forward fee structure. All with the understanding that what you’ve worked, saved, and sacrificed for should be treated with the upmost gratitude and respect.

Founded in Cleveland, Ohio in 1974, we have nine offices, nearly 60 team members, and over $4.5 billion in assets under management and advisement (as of 4/1/24).

Visit www.carnegieinvest.com to learn how we can help you Invest with Intention.

Find Carnegie Investment Counsel employees' phone numbers or email addresses

Carnegie Investment Counsel Global Highlights

Location
Employees

North America
96

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  • United States Of America
    96

Europe
1

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  • Switzerland
    1

Carnegie Investment Counsel's Leadership

  • Stylized image of a person
    R. A.
    Chief Executive Officer
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  • Stylized image of a person
    A. S.
    Chief Compliance Officer
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  • Stylized image of a person
    J. S.
    Chief Operating Officer
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  • Stylized image of a person
    P. Z.
    Chief Technology Officer
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  • Stylized image of a person
    H. R.
    Vice President And Portfolio Manager
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  • Stylized image of a person
    N. W.
    Princpial/President
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  • Stylized image of a person
    A. V.
    Senior Vice President, Financial Planner
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  • Stylized image of a person
    T. C.
    Vp, Information Systems
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Contact profiles from Carnegie Investment Counsel

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. A.
    Chief Executive Officer
    Phone icon
    Oct 15, 2025
  • Stylized image of a person
    A. S.
    Chief Compliance Officer
    Phone icon
    Oct 15, 2025
  • Stylized image of a person
    J. S.
    Chief Operating Officer
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    N. W.
    Princpial/President
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    P. Z.
    Chief Technology Officer
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    A. V.
    Senior Vice President, Financial Planner
    Phone icon
    United StatesConnecticut
    Nov 11, 2025
  • Stylized image of a person
    T. C.
    Vp, Information Systems
    Phone icon
    United StatesFlorida
    Oct 30, 2025
  • Stylized image of a person
    L. N.
    Senior Vice President, Compliance
    Phone icon
    United StatesConnecticut
    Dec 12, 2025
  • Stylized image of a person
    C. L.
    Vice-President
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    Oct 16, 2024
  • Stylized image of a person
    H. R.
    Vice President And Portfolio Manager
    Phone icon
    UNITED STATES
    Oct 17, 2024

Frequently Asked Questions

What is Carnegie Investment Counsel known for?

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Carnegie Investment Counsel was founded in 1974 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Carnegie Investment Counsel's company overview page for more information.

What is Carnegie Investment Counsel's most common email format?

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Carnegie Investment Counsel employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Carnegie Investment Counsel email formats with LeadIQ.

How many employees does Carnegie Investment Counsel have currently?

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Carnegie Investment Counsel has approximately 74 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Carnegie Investment Counsel's key employees and leadership?

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As of December 2025, Carnegie Investment Counsel's key employees include:

  • Chief Executive Officer: R. A.
  • Chief Compliance Officer: A. S.
  • Chief Operating Officer: J. S.
  • Chief Technology Officer: P. Z.
  • Vice President And Portfolio Manager: H. R.

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