Carnegie Investment Counsel
Industry: Company
DescriptionFounded: 1974 Subsidiaries: Tower Wealth Management, LLC, Haisman Wealth Management Inc.
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Carnegie Investment Counsel Employees
Employee
Years
Job
Industry
Art Merriman Art Merriman's Carnegie Investment Counsel Experience 2014 - Present
Job
Industry
Experience
Carnegie Investment Counsel 2014 - Present
MAI Capital Management, LLC 2008 - 2014
Stifel Financial Corp. 1994 - 2008
Education
Bowdoin College 1976 — 1980
Bachelor's Degree, Economics
Carnegie Investment Counsel 2014 - Present
MAI Capital Management, LLC 2008 - 2014
Stifel Financial Corp. 1994 - 2008
Education
Bowdoin College 1976 — 1980
Bachelor's Degree, Economics
Scott Inglis Scott Inglis's Carnegie Investment Counsel Experience 2014 - Present
Job
Industry Investment Management
Experience
Carnegie Investment Counsel 2014 - Present
Carnegie Investment Counsel 2014 - Present
Skills
Hedge Funds, Equities, Investments, Financial Modeling, Portfolio Management, Valuation, Financial Analysis, Asset Management, Corporate Finance, Private Equity, Finance, Capital Markets
Education
Duke University - The Fuqua School of Business 2001 — 2004
MBA, Global Executive
University of Notre Dame 1984 — 1988
BA, Economics
Carnegie Investment Counsel 2014 - Present
Carnegie Investment Counsel 2014 - Present
Skills
Hedge Funds, Equities, Investments, Financial Modeling, Portfolio Management, Valuation, Financial Analysis, Asset Management, Corporate Finance, Private Equity, Finance, Capital Markets
Education
Duke University - The Fuqua School of Business 2001 — 2004
MBA, Global Executive
University of Notre Dame 1984 — 1988
BA, Economics
Amanda Renfroe Amanda Renfroe's Carnegie Investment Counsel Experience May 2011 - March 2013
Job Realtor at Keller Williams Realty, Inc.
Industry Real Estate
Experience
Keller Williams Realty, Inc. May 2014 - Present
Spectrum Global Solutions September 2014 - Present
The Urban League of Greater Cleveland March 2013 - May 2014
Carnegie Investment Counsel May 2011 - March 2013
Skills
Real Estate Transactions, Real Estate, Project Management
Education
Baldwin-Wallace College
John Carroll University
Keller Williams Realty, Inc. May 2014 - Present
Spectrum Global Solutions September 2014 - Present
The Urban League of Greater Cleveland March 2013 - May 2014
Carnegie Investment Counsel May 2011 - March 2013
Skills
Real Estate Transactions, Real Estate, Project Management
Education
Baldwin-Wallace College
John Carroll University
Gary Wagner Gary Wagner's Carnegie Investment Counsel Experience May 2009 - Present
Job Principal/COO at Carnegie Investment Counsel
Industry Financial Services
Experience
Carnegie Investment Counsel May 2009 - Present
Carnegie Capital Asset Management Company September 2003 - April 2009
The Reserve Funds June 2000 - June 2002
Schwab Institutional January 1995 - June 2000
Federated Investors December 1993 - January 1995
Equitable 1990 - 1994
Skills
Investments, Series 7, Wealth Management, Series 63, Asset Managment, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Securities, Investment Advisory, Portfolio Management, Hedge Funds, Series 24, Financial Services, Fixed Income, Investment Strategies, Financial Advisory, Strategic Financial..., Trading
Education
Kent State University - Graduate School of Management 2003 — 2005
MBA, Business Administration
Duquesne University 1986 — 1990
B.S., Finance and Marketing
Carnegie Investment Counsel May 2009 - Present
Carnegie Capital Asset Management Company September 2003 - April 2009
The Reserve Funds June 2000 - June 2002
Schwab Institutional January 1995 - June 2000
Federated Investors December 1993 - January 1995
Equitable 1990 - 1994
Skills
Investments, Series 7, Wealth Management, Series 63, Asset Managment, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Securities, Investment Advisory, Portfolio Management, Hedge Funds, Series 24, Financial Services, Fixed Income, Investment Strategies, Financial Advisory, Strategic Financial..., Trading
Education
Kent State University - Graduate School of Management 2003 — 2005
MBA, Business Administration
Duquesne University 1986 — 1990
B.S., Finance and Marketing
Chad Warmbein's Carnegie Investment Counsel Experience September 2015 - Present
Job Investment Advisor Representative at Carnegie Investment Counsel
Industry Financial Services
Experience
Carnegie Investment Counsel September 2015 - Present
Federated Investors, Inc. October 2012 - September 2015
RJL Group June 2009 - August 2009
Prime Solutions Advisors, LLC June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Sales, Microsoft Word, Team Leadership, Outlook, Mutual Funds, Investments, Relationship Management, Sales Presentations, Portfolio Management, Salesforce.com
Education
Ohio University 2006 — 2010
Bachelor, Business Administration; Finance
Carnegie Investment Counsel September 2015 - Present
Federated Investors, Inc. October 2012 - September 2015
RJL Group June 2009 - August 2009
Prime Solutions Advisors, LLC June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Sales, Microsoft Word, Team Leadership, Outlook, Mutual Funds, Investments, Relationship Management, Sales Presentations, Portfolio Management, Salesforce.com
Education
Ohio University 2006 — 2010
Bachelor, Business Administration; Finance
Mark Kindberg's Carnegie Investment Counsel Experience July 2010 - Present
Job at Carnegie Investment Counsel
Industry Financial Services
Experience
Carnegie Investment Counsel July 2010 - Present
MMA October 2007 - November 2009
JP Morgan Chase August 2006 - October 2007
Charles Schwab and Co January 1992 - August 2002
Education
Grove City College 1986 — 1990
BA, Financial Planning
Carnegie Investment Counsel July 2010 - Present
MMA October 2007 - November 2009
JP Morgan Chase August 2006 - October 2007
Charles Schwab and Co January 1992 - August 2002
Education
Grove City College 1986 — 1990
BA, Financial Planning
Doug Pease's Carnegie Investment Counsel Experience September 2004 - Present
Job Portfolio Manager
Industry Financial Services
Experience
Carnegie Investment Counsel September 2004 - Present
Skills
Investment Strategies, Asset Allocation, Equities, Alternative Investments, Financial Modeling, Securities
Education
University of Colorado Boulder 1995 — 1999
BS, Finance
University School
Carnegie Investment Counsel September 2004 - Present
Skills
Investment Strategies, Asset Allocation, Equities, Alternative Investments, Financial Modeling, Securities
Education
University of Colorado Boulder 1995 — 1999
BS, Finance
University School
Jodi Cowgill's Carnegie Investment Counsel Experience November 2001 - Present
Job Portfolio Administrator at Carnegie Investment Counsel
Industry Investment Management
Experience
Carnegie Investment Counsel November 2001 - Present
Carnegie Capital Asset Management Company November 2001 - Present
Zilber & Associates, Inc. February 1990 - November 2001
Skills
Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments
Education
Cleveland State University 1994 — 1996
MBA, Finance
The Ohio State University 1985 — 1989
BSBA, Finance
Carnegie Investment Counsel November 2001 - Present
Carnegie Capital Asset Management Company November 2001 - Present
Zilber & Associates, Inc. February 1990 - November 2001
Skills
Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments
Education
Cleveland State University 1994 — 1996
MBA, Finance
The Ohio State University 1985 — 1989
BSBA, Finance
Ellen McCreary's Carnegie Investment Counsel Experience January 2012 - February 2013
Job Independent Insurance Agent/Life Accident and Health
Industry Insurance
Experience
Ellen McCreary March 2014 - Present
Carnegie Investment Counsel January 2012 - February 2013
Tower Wealth Management March 2008 - January 2012
Key Bank January 2002 - March 2008
Bank One June 1999 - October 2001
Bank One July 1989 - June 1999
Skills
Wealth Management, Portfolio Management, Trading, Financial Services, Equities, Investments, Asset Allocation, Mutual Funds, Strategic Financial..., Investment Strategies, Investment Advisory, Financial Analysis, Customer Service, Team Building, Leadership
Education
Cannon Institute of Higher Learning
Trust Adminstration
Cuyahoga Community College
Maple Hts High School
Ellen McCreary March 2014 - Present
Carnegie Investment Counsel January 2012 - February 2013
Tower Wealth Management March 2008 - January 2012
Key Bank January 2002 - March 2008
Bank One June 1999 - October 2001
Bank One July 1989 - June 1999
Skills
Wealth Management, Portfolio Management, Trading, Financial Services, Equities, Investments, Asset Allocation, Mutual Funds, Strategic Financial..., Investment Strategies, Investment Advisory, Financial Analysis, Customer Service, Team Building, Leadership
Education
Cannon Institute of Higher Learning
Trust Adminstration
Cuyahoga Community College
Maple Hts High School
Rachael Holstein's Carnegie Investment Counsel Experience February 2010 - May 2011
Job M.A. Global Interactions
Industry Information Technology and Services
Experience
Management Applications, Inc. January 2014 - Present
Management Applications, Inc. December 2013 - January 2014
Lil' Chicken Knickers 2014 - 2014
Breen + Company August 2012 - January 2013
Perspectus Architecture June 2011 - August 2012
Carnegie Investment Counsel February 2010 - May 2011
Sarava June 2009 - February 2010
Mulholland and Sachs 2006 - 2009
Skills
Quickbooks, Microsoft Office, Mac/PC proficient, QuickBooks, MRI Software, Event Planning, Non-profits, PowerPoint, Telephone Skills, Customer Service, Fundraising, Microsoft Word, Outlook, Facebook, Public Relations, Editing, Data Entry, Microsoft Excel, Community Outreach, Nonprofits, Marketing, Team Building, Organizational..., Office Management, Volunteer Management, Proposal Writing, Social Networking, Federal Government
Education
Cleveland State University 2010 — 2012
Master of Arts (MA), Global Interactions, Business Management Focus
John Carroll University 2006 — 2009
Bachelor of Arts (BA), Humanities, Italian Concentration, Business
Pontificia Universita Urbaniana 2007 — 2007
Bachelor of Arts (BA), Humanities, Italian
DePaul University 2005 — 2006
Bachelor of Arts (BA), Business, Italian
The International Culinary Arts and Sciences Institute 2009 — 2011
Certificate, Pastry Arts
Management Applications, Inc. January 2014 - Present
Management Applications, Inc. December 2013 - January 2014
Lil' Chicken Knickers 2014 - 2014
Breen + Company August 2012 - January 2013
Perspectus Architecture June 2011 - August 2012
Carnegie Investment Counsel February 2010 - May 2011
Sarava June 2009 - February 2010
Mulholland and Sachs 2006 - 2009
Skills
Quickbooks, Microsoft Office, Mac/PC proficient, QuickBooks, MRI Software, Event Planning, Non-profits, PowerPoint, Telephone Skills, Customer Service, Fundraising, Microsoft Word, Outlook, Facebook, Public Relations, Editing, Data Entry, Microsoft Excel, Community Outreach, Nonprofits, Marketing, Team Building, Organizational..., Office Management, Volunteer Management, Proposal Writing, Social Networking, Federal Government
Education
Cleveland State University 2010 — 2012
Master of Arts (MA), Global Interactions, Business Management Focus
John Carroll University 2006 — 2009
Bachelor of Arts (BA), Humanities, Italian Concentration, Business
Pontificia Universita Urbaniana 2007 — 2007
Bachelor of Arts (BA), Humanities, Italian
DePaul University 2005 — 2006
Bachelor of Arts (BA), Business, Italian
The International Culinary Arts and Sciences Institute 2009 — 2011
Certificate, Pastry Arts
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY