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Christopher Henry
Portfolio Manager at Carnegie Capital Asset Management, LLC
About
Christopher Henry is a Portfolio Manager at Carnegie Capital Asset Management, LLC, based in Maumee, OH, where he oversees portfolio construction, security selection, and ongoing investment strategy for client accounts. He focuses on managing diversified portfolios, with particular expertise in equities and multi-asset strategies for high-net-worth individuals and institutional clients. His responsibilities include in-depth research, risk assessment, and implementation of investment policy guidelines tailored to the specific needs of each client.
Before joining Carnegie in 2018, Christopher served as Chief Equity Analyst at Private Wealth Consultants, Ltd., where he led fundamental research and analysis for equity investments across various sectors. He has developed a robust analytical approach, honing his expertise in U.S. equities with exposure to large-cap, mid-cap, and value-oriented strategies. Over the course of his career, he has established a reputation for disciplined stock selection and risk-conscious portfolio management.
Christopher holds a Bachelor of Business Administration in Finance from the University of Toledo and a degree from St. Francis de Sales. His career is defined by a strong commitment to research-driven investment processes and the delivery of tailored financial solutions. His professional background reflects significant contributions to portfolio enhancement through deep sector analysis and client-focused advisory.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Carnegie Investment Counsel | Portfolio Manager | Oct 2018 to Present | — |
| Private Wealth Consultants, Ltd. | Chief Equity Analyst | Nov 2011 to Sep 2018 | Researching suitable investments for clients that include equities, fixed income and option strategies. Speaking to clients about current and potential investments. Managing the weekly newsletter alon... |
| Stone Oak Country Club | Bag Room and Kitchen and Caddy | Apr 2000 to Oct 2013 | Caddy / Bag Room Employee / Kitchen * Developed communication/people skills and a strong work ethic as a caddie. * Responsible for supervising and working the bag room, cart barn, driving range, and f... |
| Best Buy | Sales | Oct 2009 to Jan 2010 | Developed a sales approach to fit the needs of the customer. |
| Smith Barney, Citigroup | Intern | Dec 2007 to Apr 2008 | Student Managed Fund August, 2008 - May, 2009 Analyst for the Energy and Materials Sector, as well as the Compliance Officer for the fund. Bloomberg Certified Certified in both Equity and Fixed Incom... |
Education
University of Toledo
Bachelor, Business Administration; Finance
2005 — 2009
St. Francis de Sales
2001 — 2005
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 | Cleveland, 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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