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Peter Broeck
Sr. Portfolio Manager at Carnegie Capital Asset Management, LLC
About
Peter Alfred Vanden Broeck is a Senior Portfolio Manager at Carnegie Capital Asset Management LLC, part of Carnegie Investment Counsel, based in Cleveland, Ohio. In this role, he is responsible for managing equity portfolios and providing investment guidance to a diverse client base, including individuals, corporations, and non-profits. His focus includes equity securities across various sectors with a specialization in portfolio construction and active management strategies.
Over his career, Peter has held several senior positions, including Managing Director at Midwest Investment Management LLC and Vice President of Investments at Raymond James Financial Inc. He has also worked in portfolio management at Fairport Asset Management, as well as investment roles at Alex Brown & Co. and Prescott Ball & Turben, accumulating broad experience in equity and multi-asset class strategies.
Peter holds an undergraduate degree in Economics from Macalester College and completed coursework at the University of Paris-Sorbonne. His expertise spans equity markets, with significant contributions to portfolio management and client-focused advisory services in the Midwest investment landscape.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Carnegie Investment Counsel | Sr. Portfolio Manager | Oct 2018 to Present | — |
| Midwest Investment Management LLC | Managing Director | May 2013 to Oct 2018 | — |
| Raymond James Financial Inc. | Vice President | Jan 2006 to Jan 2013 | — |
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 | |
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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