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Keith Vargo
Senior Portfolio Manager at Carnegie Capital Asset Management, LLC
About
Keith Vargo, CFA, serves as Senior Portfolio Manager at Carnegie Capital Asset Management LLC and is a member of the firm's Investment Committee. Based in Twinsburg, Ohio, he leads portfolio management initiatives where he designs and manages investment strategies tailored to client objectives with a focus on delivering long-term value. His key responsibilities include overseeing multi-asset allocations and implementing risk controls for individual and institutional clients.
Vargo brings extensive expertise across large-cap value equities, diversified fixed income, and bespoke client portfolios. Over his career, he has managed portfolios spanning broad market sectors with special attention to prudent equity selection and risk-adjusted performance. His work emphasizes fundamental research in both equity and fixed income markets, navigating sectors such as financials, industrials, and consumer goods.
Prior to joining Carnegie in 2017, Vargo was a Partner and Portfolio Manager at Midwest Investment Management LLC, and previously held advisory and operational roles at Fairport Asset Management and Roulston & Company. He holds a BS in Accounting from David N. Myers University and is a CFA charterholder, demonstrating rigorous standards in investment analysis and client stewardship. Vargo's commitment to excellence in portfolio construction and fiduciary duty has built a reputation among peers in the investment management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Carnegie Investment Counsel | Senior Portfolio Manager | Oct 2017 to Present | — |
| Midwest Investment Management LLC | Partner, Portfolio Manager | Jan 2011 to Jan 2017 | — |
| Fairport Asset Management (formerly Roulston & Co.) | Client Advisor | Jan 2008 to Jan 2009 | — |
| Fairport Asset Management | Director of Portfolio Operations | Jan 2005 to Jan 2008 | — |
| Fairport Asset Management | Large-Cap Value Product and Portfolio Manager | Jan 2000 to Jan 2005 | — |
| Fairport Asset Management | Portfolio Manager - Fairport Growth and Income Fund | Jan 2000 to Jan 2004 | — |
| Roulston & Company, Inc. | Portfolio Manager | Jan 1992 to Jan 2000 | — |
Education
David N. Myers University (formerly Dyke College)
BS, Accounting
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 | |
D Doug Pease | Portfolio manager | Cleveland, OH , United States |
| Senior Portfolio Manager | Cleveland, 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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