Sign in

You're signed outSign in or to get full access.

BL

Brenton Luce

Senior Portfolio Manager at Carnegie Capital Asset Management, LLC

Chagrin Falls, OH , United States

About

Brenton K. Luce serves as a Senior Portfolio Manager at Carnegie Capital Asset Management LLC (also operating as Carnegie Investment Counsel), where he is a key member of the investment committee and specializes in managing custom investment portfolios for high-net-worth individuals, families, endowments, and foundations. His responsibilities include developing targeted investment strategies, overseeing portfolio structuring, and selecting investments to align with clients’ financial objectives.

Luce’s career spans over two decades in investment management, including prior roles as Senior Vice President and Portfolio Manager at CapitalWorks, LLC—where he co-founded and managed a long/short equity hedge fund—and as Vice President and Portfolio Manager at Verus Investment Management, with experience in alternative investments, investment research, and trading. He is recognized for his deep expertise in equity strategies, alternative investments, and tactical portfolio construction, with direct exposure to sectors including hedge funds and custom equity portfolios.

Brenton holds degrees from Cleveland State University (Bachelor’s in Business Administration) and Clemson University. He is a Chartered Financial Analyst (CFA) and has passed the Series 65 regulatory exam, qualifying him as a registered investment adviser in Ohio. Luce is noted for his commitment to fiduciary standards and has been instrumental in advancing Carnegie’s client-focused investment approach, contributing to the firm's reputation for personalized and objective portfolio management.

Career History

OrganizationRoleDate RangeDetails
Carnegie Investment CounselSenior Portfolio ManagerFeb 2015 to Present
Luce, Inc.CEOJan 2012 to Present
CapitalWorks, LLCSenior VP - Portfolio ManagerJan 2005 to Jan 2012
Verus Investment ManagementVice President - Portfolio ManagerDec 2002 to Nov 2004
Shaker InvestmentsVariousJan 1997 to Jan 2002

Education

Cleveland State University

Clemson University

Skills & Expertise

Portfolio Management
Valuation
Investment Management
Fixed Income
Asset Management
Hedge Funds
Bloomberg
Equities
Trading
Asset Managment
Finance
Wealth Management
Entrepreneurship
Risk Management
Private Equity
Financial Modeling
Investments
Equity Research
Securities
Capital Markets
Financial Analysis
Research
Asset Allocation
Mutual Funds
Due Diligence
Investment Strategies
Investment Banking
Investment Advisory
Strategic Financial Planning
Financial Markets

Others at Carnegie Capital Asset Management, LLC (14)

NameRoleLocation
Christopher Carey
Christopher Carey
Portfolio ManagerCleveland, OH , United States
Christopher Henry
Christopher Henry
Portfolio ManagerMaumee, OH , United States
D
Doug Pease
Portfolio managerCleveland, OH , United States
Elmer Meszaros
Elmer Meszaros
Senior Portfolio ManagerCleveland, OH , United States
K
Keith Vargo
Senior Portfolio ManagerTwinsburg, OH , United States
Linda Fousek
Linda Fousek
Portfolio ManagerCleveland, OH , United States
M
Meg Halloran
Senior Portfolio ManagerCleveland, OH , United States
Razmig Pounardjian
Razmig Pounardjian
Portfolio ManagerBeachwood, OH , United States
Art Merriman
Art Merriman
Principal and Senior Portfolio ManagerUnited States
Jesse Moroyoqui
Jesse Moroyoqui
TraderNew York, NY , United States
Showing 1-10 of 14 team members

Similar Fund Managers

NameRoleFundLocation
C
Christopher Meek
Portfolio AnalystPinnacle Wealth Planning Services, Inc.Mansfield, OH , United States
S
Scott Heichel
Chief Investment OfficerPinnacle Wealth Planning Services, Inc.Columbus, OH , United States
Drew Potosky
Drew Potosky
Portfolio ManagerPDS Planning, Inc.Columbus, OH , United States
Kurt Brown
Kurt Brown
Chief Investment OfficerPDS Planning, Inc.Dublin, OH , United States
Daniel Ashcraft
Daniel Ashcraft
Portfolio ManagerGateway Investment Advisers LLCCincinnati, OH , United States
D
Daniel Beckwith
Senior Vice President, Portfolio ManagerGateway Investment Advisers LLCLos Angeles, CA , United States
Robert Becker
Robert Becker
AnalystKMG Fiduciary Partners, LLCToledo, OH , United States