Carnegie Investment Counsel
Art Merriman is a seasoned finance professional with extensive experience in investment management. Currently serving as Principal and Senior Portfolio Manager at Carnegie Investment Counsel since 2014, Art has previously held the position of Managing Director at MAI Capital Management, LLC from 2008 to 2014, and Senior Vice President at Stifel Financial Corp. from 1994 to 2008. Art holds a Bachelor's Degree in Economics from Bowdoin College, completed between 1976 and 1980.
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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.