Sign in

You're signed outSign in or to get full access.

Peter Broeck

Peter Broeck

Sr. Portfolio Manager at Carnegie Capital Asset Management, LLC

Cleveland, OH , United States

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

OrganizationRoleDate RangeDetails
Carnegie Investment CounselSr. Portfolio ManagerOct 2018 to Present
Midwest Investment Management LLCManaging DirectorMay 2013 to Oct 2018
Raymond James Financial Inc.Vice PresidentJan 2006 to Jan 2013

Skills & Expertise

Investments
Asset Management
Asset Allocation
Wealth Management
Equities
Fixed Income
Portfolio Management
Alternative Investments
Business Strategy
Financial Modeling
Finance
Investment Banking

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

Similar Fund Managers

NameRoleFundLocation
C
Christopher Meek
Portfolio AnalystPinnacle Wealth Planning Services, Inc.Mansfield, OH , United States
S
Scott Heichel
Chief Investment OfficerPinnacle Wealth Planning Services, Inc.Columbus, OH , United States
Drew Potosky
Drew Potosky
Portfolio ManagerPDS Planning, Inc.Columbus, OH , United States
Kurt Brown
Kurt Brown
Chief Investment OfficerPDS Planning, Inc.Dublin, OH , United States
Daniel Ashcraft
Daniel Ashcraft
Portfolio ManagerGateway Investment Advisers LLCCincinnati, OH , United States
D
Daniel Beckwith
Senior Vice President, Portfolio ManagerGateway Investment Advisers LLCLos Angeles, CA , United States
Robert Becker
Robert Becker
AnalystKMG Fiduciary Partners, LLCToledo, OH , United States