Gary Wagner

Principal/President at Carnegie Investment Counsel

Role: Principal President at Carnegie Investment Counsel
Location: Cleveland, OH, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Principal President
Carnegie Investment Counsel
Aug 2023 — Present · Pepper Pike, OH, US

Education

Wharton Executive Education
Fintech Revolution
Duquesne University
B.S., Finance and Marketing
1986 — 1990
Kent State University - Graduate School of Management
MBA, Business Administration
2003 — 2005

Contact information

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Work email
•••••@carnegieinvest.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Carnegie Investment Counsel

Investment Management · 72 employees · Founded 1974 · Pepper Pike, Ohio, United States

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 to learn how we can help you Invest with Intention.

carnegieinvest.com

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Experience

Principal President

Education

Wharton Executive Education

Duquesne University

Kent State University - Graduate School of Management

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