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Jesse Moroyoqui

Jesse Moroyoqui

Trader at Carnegie Capital Asset Management, LLC

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Carnegie Investment CounselTraderFeb 2025 to Present
Eagle Ridge Investment Management, LLCAssociateMay 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)

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
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
Showing 1-10 of 14 team members

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