What departments does Carnegie Investment Counsel have?

Carnegie Investment Counsel has employees across 6 departments including Legal, Operations, Engineering, Customer Success, Administrative.

What is the largest department at Carnegie Investment Counsel?

The largest department at Carnegie Investment Counsel is Finance with 2 employees.

Where are Carnegie Investment Counsel employees located globally?

Carnegie Investment Counsel has employees across 2 continents and 2 countries including Switzerland, United States Of America.

How has Carnegie Investment Counsel's team size changed over time?

Carnegie Investment Counsel's team has decreased from approximately 60 to 58 employees based on available data.

Carnegie Investment Counsel Employee Directory

Investment ManagementOhio, United States51-200 Employees

Carnegie Investment Counsel operates as an independent investment adviser registered with the U.S. Securities and Exchange Commission, offering customized investment management, wealth management, and corporate retirement plans to individuals, families, nonprofits, and business owners. As a fiduciary, the firm is required to act in clients\' best interests and provides transparent reporting on portfolio performance along with a straightforward fee structure. Founded in 1974 in Cleveland, Ohio, the firm has grown to serve clients through multiple offices with a professional team.

The firm reports more than $4.5 billion in assets under management and advisement as of April 1, 2024. In May 2026, Carnegie Investment Counsel announced the promotion of Ben Connard to chief investment officer.

Carnegie Investment Counsel Global Highlights

North America
98

United States Of America
98

Europe
1

Switzerland
1

Carnegie Investment Counsel's Leadership

A. S.
Chief Compliance Officer
Mobile Phone
Email
J. S.
Chief Operating Officer
Mobile Phone
Email
P. Z.
Chief Technology Officer
Mobile Phone
Email
N. W.
Princpial/President
Mobile Phone
Email
C. L.
Vice-President
Mobile Phone
Email
K. G.
Principal And Director Of Retiremenmt Services
Mobile Phone
Email
C. S.
Client Service Manager
Mobile Phone
Email
C. B.
Account Manager
Mobile Phone
Email

Carnegie Investment Counsel Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Consultant
Entrepreneurship
Finance
Other

Contact profiles from Carnegie Investment Counsel

Name

Title

Contact

Location

Last Update

K. G.
Principal
Mobile Phone
Email
Oct 16, 2024
S. Y.
Senior Portfolio Admin
Mobile Phone
Email
Oct 22, 2024
J. M.
Trader
Mobile Phone
Email
Aug 03, 2026
B. B.
Wealth Advisor And Financial Planner
Mobile Phone
Email
Oct 21, 2024
R. C.
Managing Director - Cincinnati And Financial Planner
Mobile Phone
Email
May 03, 2023

Frequently Asked Questions

What is Carnegie Investment Counsel known for?

Carnegie Investment Counsel was founded in 1974 and operates in the Investment Management industry. You can contact Carnegie Investment Counsel's main corporate office by phone at

+1-800-321-****

. Explore Carnegie Investment Counsel's company overview page for more information.

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

Carnegie Investment Counsel employees' email format typically follows the pattern of FLast@carnegiecorp.com. 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?

Carnegie Investment Counsel has approximately 72 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

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

As of August 2026, Carnegie Investment Counsel's key employees include:

Chief Compliance Officer: A. S.
Chief Operating Officer: J. S.
Chief Technology Officer: P. Z.
Princpial/President: N. W.
Vice-President: C. L.

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Carnegie Investment Counsel Employee Directory

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