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About
Doug Pease is a Portfolio Manager and Trader at Carnegie Capital Asset Management LLC (also known as Carnegie Investment Counsel) in Cleveland, Ohio, where he supports the Investment Committee and oversees trading activities for the firm. He is responsible for conducting critical research and coordinating all trading, contributing to the firm's investment decision-making process and portfolio management for a diverse clientele, including individuals, institutions, and non-profits.
Pease's specific areas of expertise include equity research and portfolio management, with a focus on sectors such as capital goods, heavy machinery, and the steel industry, based on his previous roles as a Research Associate and Analyst covering these sectors for Prudential Securities and Michelle Applebaum Research, Inc. At Carnegie, he leverages this specialized industry knowledge to guide client investment strategies and support the firm's broader asset management offerings.
He holds a Bachelor of Science in Finance from the University of Colorado Boulder and is also an alumnus of University School in Cleveland. His career spans over two decades in portfolio management and equity research, and he has been an integral part of Carnegie’s team since 2004, recognized for his analytical rigor and deep sector expertise in industrials and materials equities.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Carnegie Investment Counsel | Portfolio manager | Sep 2004 to Present | — |
Education
University of Colorado Boulder
BS, Finance
1995 — 1999
University School
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 | |
| Portfolio Manager | Maumee, 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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