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Christopher Henry

Christopher Henry

Portfolio Manager at Carnegie Capital Asset Management, LLC

Maumee, OH , United States

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

OrganizationRoleDate RangeDetails
Carnegie Investment CounselPortfolio ManagerOct 2018 to Present
Private Wealth Consultants, Ltd.Chief Equity AnalystNov 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 ClubBag Room and Kitchen and CaddyApr 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 BuySalesOct 2009 to Jan 2010
Developed a sales approach to fit the needs of the customer.
Smith Barney, CitigroupInternDec 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

Equities
Portfolio Management
Financial Modeling
Bloomberg Terminal
Bloomberg
Financial Analysis
Valuation
Equity Research

Others at Carnegie Capital Asset Management, LLC (14)

NameRoleLocation
B
Brenton Luce
Senior Portfolio ManagerChagrin Falls, OH , United States
Christopher Carey
Christopher Carey
Portfolio ManagerCleveland, 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

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