Carnegie Investment Counsel
Shams Afzal, AIF has extensive work experience in the financial industry. Shams is currently working as the Managing Director at Carnegie Investment Counsel since October 2018. Prior to that, they served as the VP & Chief Investment Officer at PWC, Ltd. from September 2014 to September 2018. Before that, they held the position of Managing Principal at Adraneia Capital, LLC from January 2012 to March 2015. Shams started their career at Owens Corning in 2006, where they served in various roles, including Financial Planning & Analysis Leader and Auditor.
Shams Afzal, AIF pursued their education at The University of Toledo. From 1996 to 1999, they studied Computer Science at the university. Following this, they completed their Bachelor of Business Administration (BBA) degree with a focus on Business Law and Finance from The University of Toledo between 2000 and 2006.
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Carnegie Investment Counsel
Carnegie Investment Counsel is a legal fiduciary that provides personalized financial guidance to help you preserve and grow your wealth. As a Registered Investment Adviser with the United States Securities and Exchange Commission ("SEC"), our experts specialize in Investment Management, Financial Planning, and Corporate Retirement Plans. We serve individuals, families, nonprofits, and business owners. We operate on a 100% fee-only compensation model, meaning we only receive a percentage of the assets managed, as agreed upon before starting service. This transparent approach promotes trust and eliminates conflicts of interest. We understand the importance of feeling comfortable and confident in your investment and financial strategy. Therefore, we dedicate ample time to understanding your short- and long-term objectives, which enables us to tailor-make an investment portfolio and financial plan that aligns with your goals. Founded in Cleveland, OH, in 1974, our firm has grown to nine offices, 50+ employees, and over $3.5 billion in assets under management and advisement (as of 12/31/22). Visit www.carnegieinvest.com to learn more about how Carnegie can serve you.