Carnegie Investment Counsel
Richard Alt's work experience includes serving as the Chief Executive Officer at Carnegie Investment Counsel since August 2021. Prior to that, they held the role of Chief Investment Officer at Carnegie Investment Counsel starting in 2007. Before joining Carnegie, Alt served as the Chief Investment Officer at Greenleaf Capital from 2004 to 2007.
Richard Alt attended the University of Dayton from 1981 to 1985, where they earned a Bachelor of Science degree in Finance, General.
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.