What departments does Carnegie Wealth Management have?

Carnegie Wealth Management has employees across 3 departments including Operations, Administrative, Finance.

What is the largest department at Carnegie Wealth Management?

The largest department at Carnegie Wealth Management is Administrative with 2 employees.

Where are Carnegie Wealth Management employees located globally?

Carnegie Wealth Management has employees across 2 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, Denmark, United States Of America.

How has Carnegie Wealth Management's team size changed over time?

Carnegie Wealth Management's team has remained stable from approximately 12 to 12 employees based on available data.

Carnegie Wealth Management Employee Directory

Investment ManagementPennsylvania, United States2-10 Employees

Carnegie Wealth Management is an independent, employee-owned investment management firm based in Berwyn, in the suburban Philadelphia region. With more than 30 years of investment experience, the firm focuses on providing tailored guidance to its clients. Its client base includes families, business owners, public company insiders, foundations, and endowments across more than 20 states. Advisory services are offered through Carnegie Wealth Management, LLC, while securities and advisory services are provided through The Strategic Financial Alliance, Inc. (SFA), which operates independently of Carnegie Wealth Management, LLC. The firm uses a five-step investment process to construct portfolios that reflect each client’s unique circumstances. In May 2022, Carnegie Wealth Management announced the acquisition of Covered Bridge Advisors, LLC.

Carnegie Wealth Management Global Highlights

North America
12

United States Of America
12

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
Denmark
1

Carnegie Wealth Management's Leadership

S. S.
Chief Executive Officer
Mobile Phone
Email
S. A.
President & Founder
Mobile Phone
Email
M. K.
Partner
Mobile Phone
Email
P. B.
Registered Rep/Operations Manager
Mobile Phone
Email
J. A. L.
Office Manager
Mobile Phone
Email
J. L.
Office Manager
Mobile Phone
Email
J. V.
Financial Advisor
Mobile Phone
Email
A. A.
Financial Planner
Mobile Phone
Email

Carnegie Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Consultant

Contact profiles from Carnegie Wealth Management

Name

Title

Contact Info

Location

Last Update

S. S.
Chief Executive Officer
Mobile Phone
Email
United StatesPennsylvania
Jun 09, 2026
S. A.
President & Founder
Mobile Phone
Email
United StatesFlorida
Oct 20, 2025
M. K.
Partner
Mobile Phone
Email
United StatesPennsylvania
Jul 08, 2024
P. B.
Registered Rep/Operations Manager
Mobile Phone
Email
United StatesPennsylvania
Feb 19, 2026
J. A. L.
Office Manager
Mobile Phone
Email
United StatesPennsylvania
Oct 16, 2024
J. L.
Office Manager
Mobile Phone
Email
United StatesPennsylvania
Apr 24, 2025
J. V.
Financial Advisor
Mobile Phone
Email
United StatesWisconsin
Apr 16, 2026
A. A.
Financial Planner
Mobile Phone
Email
United StatesArkansas
Jun 10, 2024
M. G.
Client Services Associate
Mobile Phone
Email
United StatesPennsylvania
Mar 25, 2026

Frequently Asked Questions

What is Carnegie Wealth Management known for?

Carnegie Wealth Management was founded in 1985 operates in the Investment Management industry. The company's main headquarters is located in 850 Cassatt Road Suite 225 Berwyn, Pennsylvania 19312 United States. Explore Carnegie Wealth Management's company overview page for more information.

What is Carnegie Wealth Management's most common email format?

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

How many employees does Carnegie Wealth Management have currently?

Carnegie Wealth Management has approximately 5 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Carnegie Wealth Management's key employees and leadership?

As of May 2026, Carnegie Wealth Management's key employees include:

Chief Executive Officer: S. S.
President & Founder: S. A.
Partner: M. K.
Registered Rep/Operations Manager: P. B.
Office Manager: J. A. L.

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Carnegie Wealth Management Employee Directory

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