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Christopher Carey
Portfolio Manager at Carnegie Capital Asset Management, LLC
About
Christopher Carey is Vice President and Portfolio Manager at Carnegie Capital Asset Management, LLC (also d/b/a Carnegie Investment Counsel) in Cleveland, OH. In this capacity, he builds and manages custom investment portfolios, conducts market research, and serves as an active member of the firm's Investment Committee, providing clients with tailored investment strategies designed to align with their individual objectives and risk tolerance. Carey’s daily responsibilities include equity research, fixed income and equity trading, and maintaining real-time communication within the firm through internal market updates, highlighting his broad involvement across asset classes.
His professional expertise centers on equities and fixed income, with direct experience in portfolio management and trading. Carey's background includes roles as an analyst and equity portfolio manager; he also previously held positions at DLL Finance LLC in asset finance and leasing, and at Waitrose (Guernsey) Ltd., further broadening his industry and operational perspective. He is deeply engaged in the finance and consumer services sectors, overseeing portfolios for individuals, families, nonprofits, and business entities.
Carey holds a Bachelor’s Degree in Food Marketing and Business Economics from the University of Reading and a Level 5 Advanced Diploma in financial trading from Divento Financials (a proprietary trading firm). In addition to his finance career, he serves as President and Board Member of the British American Chamber of Commerce, Ohio, and sits on the board of the British Cultural Gardens Association, reflecting his commitment to international business and community engagement.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Carnegie Investment Counsel | Portfolio Manager | Dec 2023 to Present | — |
| British American Chamber of Commerce, Ohio | President | Nov 2022 to Present | — |
| British American Chamber of Commerce, Ohio | Board Member | Nov 2020 to Present | — |
| British American Business Network | Steering Committee Member | Aug 2024 to Present | — |
| British American Business Network | Finance Committee Member | Aug 2021 to Present | www.babn.org |
| British American Business Network | Board Member | Jan 2023 to Present | — |
| British Cultural Gardens Association | Board Member | May 2019 to Present | — |
Education
University of Reading
Bachelor's Degree, Food Marketing and Business Economics
2014 — 2018
St. John's Senior School
High School
2007 — 2014
Skills & Expertise
Others at Carnegie Capital Asset Management, LLC (14)
| Name | Role | Location |
|---|---|---|
B Brenton Luce | Senior Portfolio Manager | Chagrin Falls, 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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