Articles from Carnegie Investment Counsel

Carnegie Investment Counsel (“Carnegie”), a leading Registered Investment Adviser (RIA) with $7B in assets under management, has promoted Ben Connard, CFA, to Chief Investment Officer (CIO). Connard will lead the firm’s investment strategies and oversee portfolio construction across equity and fixed income asset classes.

Carnegie Investment Counsel, an independent, employee-owned Registered Investment Adviser, rang the Closing Bell at the New York Stock Exchange on December 30, 2025, commemorating more than five decades of fiduciary service and long-standing client partnerships.

Carnegie Investment Counsel (“Carnegie”), an independently owned Registered Investment Adviser (RIA) with $7B in assets under management, is pleased to announce the acquisition of AHL Investment Management, a Florida-based wealth management firm with approximately $220 million in assets under management, led by Founder and Owner Rick Ahl. The acquisition, effective as of October 1st, broadens the Ohio based firm’s national presence and deepens its footprint in the high-growth Florida market.

Carnegie Investment Counsel (“Carnegie”), a national Registered Investment Adviser (RIA) with $6.5B in assets under management, is proud to announce its top sponsorship of the 16th annual Chagrin Documentary Film Festival, an acclaimed five-day cultural event that draws filmmakers and audiences from around the world to Chagrin Falls, Ohio.

Carnegie Investment Counsel (“Carnegie”), a leading Registered Investment Adviser (RIA) with $6.5B in assets under management, is pleased to announce the hiring of Skye Barry CFA, CFP® as Senior Vice President and Wealth Advisor. Within her role, Barry will work out of the firm’s Cincinnati office delivering integrated wealth management strategies to clients around the country to support their long-term financial goals.

Carnegie Investment Counsel (“Carnegie”), a Registered Investment Adviser (RIA) managing approximately $5 billion in assets as of December 31, 2024, is pleased to announce the acquisition of Eagle Ridge Investment Management, a highly respected advisory firm based in Stamford, CT. The acquisition, effective as of February 4, 2025, grows the firm’s AUM and personnel by over 25%, bringing in an additional $1.3 billion in AUM and integrating 14 experienced employees.

Carnegie Investment Counsel (“Carnegie”), a leading Registered Investment Adviser (RIA) with over $4.5B in assets under management is pleased to announce the hiring of Wendy Eldridge, MBA, CPFA, as a Retirement Plan Advisor with the firm to enhance the existing retirement plan team.