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KV

Keith Vargo

Senior Portfolio Manager at Carnegie Capital Asset Management, LLC

Twinsburg, OH , United States

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

OrganizationRoleDate RangeDetails
Carnegie Investment CounselSenior Portfolio ManagerOct 2017 to Present
Midwest Investment Management LLCPartner, Portfolio ManagerJan 2011 to Jan 2017
Fairport Asset Management (formerly Roulston & Co.)Client AdvisorJan 2008 to Jan 2009
Fairport Asset ManagementDirector of Portfolio OperationsJan 2005 to Jan 2008
Fairport Asset ManagementLarge-Cap Value Product and Portfolio ManagerJan 2000 to Jan 2005
Fairport Asset ManagementPortfolio Manager - Fairport Growth and Income FundJan 2000 to Jan 2004
Roulston & Company, Inc.Portfolio ManagerJan 1992 to Jan 2000

Education

David N. Myers University (formerly Dyke College)

BS, Accounting

Skills & Expertise

Asset Management
Portfolio Management
Investment Strategies
Asset Allocation
Managed Accounts
401k
Mutual Funds
Asset Managment
Bonds
Investment Management
Managing Accounts
Trading
Investments
Securities
Alternative Investments
Equity Trading
Retirement Planning
Equities
Strategic Planning
Risk Management
Sales
Product Management
Microsoft Excel

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
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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