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Doug Pease

Portfolio manager at Carnegie Capital Asset Management, LLC

Cleveland, OH , United States

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

OrganizationRoleDate RangeDetails
Carnegie Investment CounselPortfolio managerSep 2004 to Present

Education

University of Colorado Boulder

BS, Finance

1995 1999

University School

Skills & Expertise

Investment Strategies
Asset Allocation
Equities
Alternative Investments
Financial Modeling
Securities
Financial Analysis
Investments
Mutual Funds
Asset Management
Social Media
Strategic Planning
Marketing
Valuation
Strategy
Leadership
Management
Business Analysis
Training

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
Christopher Henry
Christopher Henry
Portfolio ManagerMaumee, 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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