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Brenton Luce
Senior Portfolio Manager at Carnegie Capital Asset Management, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Carnegie Investment Counsel | Senior Portfolio Manager | Feb 2015 to Present | — |
| Luce, Inc. | CEO | Jan 2012 to Present | — |
| CapitalWorks, LLC | Senior VP - Portfolio Manager | Jan 2005 to Jan 2012 | — |
| Verus Investment Management | Vice President - Portfolio Manager | Dec 2002 to Nov 2004 | — |
| Shaker Investments | Various | Jan 1997 to Jan 2002 | — |
Education
Cleveland State University
Clemson University
Skills & Expertise
Others at Carnegie Capital Asset Management, LLC (14)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Cleveland, OH , United States | |
| Portfolio Manager | Maumee, OH , United States | |
D Doug Pease | Portfolio manager | Cleveland, OH , United States |
| Senior Portfolio Manager | Cleveland, OH , United States | |
K Keith Vargo | Senior Portfolio Manager | Twinsburg, OH , United States |
| Portfolio Manager | Cleveland, OH , United States | |
M Meg Halloran | Senior Portfolio Manager | Cleveland, OH , United States |
| Portfolio Manager | Beachwood, OH , United States | |
| Principal and Senior Portfolio Manager | United States | |
| Trader | New York, NY , United States |
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