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About
Jesse Moroyoqui is a Trader at Carnegie Investment Counsel, a registered investment advisory firm, based in New York, NY. In his current role, he is responsible for executing trades and supporting portfolio management activities, with a focus on developing and implementing trading strategies that align with client objectives and risk parameters. At Carnegie, his work supports portfolio execution across a range of asset classes, primarily equities and fixed income, serving a diverse client base that includes high-net-worth individuals and institutional investors.
Prior to joining Carnegie Investment Counsel in February 2025, Jesse served as an Associate at Eagle Ridge Investment Management, LLC for nearly seven years, where he gained experience in portfolio analysis, trade operations, and client service. His background includes deep exposure to multi-asset investment strategies, with particular strengths in U.S. equities, municipal and corporate bonds.
Jesse holds a Bachelor of Science in Finance from Central Connecticut State University, underpinning his expertise in financial markets, portfolio construction, and trading operations. He is recognized for his analytical skills and disciplined approach to investment execution, and has contributed to the development of process improvements and operational efficiencies in his previous roles.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Carnegie Investment Counsel | Trader | Feb 2025 to Present | — |
| Eagle Ridge Investment Management, LLC | Associate | May 2018 to Feb 2025 | — |
Education
Central Connecticut State University
Bachelor of Science - BS, Finance, General
2014 — 2018
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 | |
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 |
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