AUM Growth Carnegie Investment Counsel has grown to over $4.5 billion in assets under management and advisement as of April 2024, with ongoing expansion evidenced by multiple office locations and leadership changes. This signals opportunity to discuss scalable wealth management solutions for high-net-worth clients and corporate retirement plans.

Executive Moves Recent leadership shifts, including Ben Connard promoted to Chief Investment Officer and new hires across senior roles, indicate an active drive to strengthen portfolio construction and cross-office collaboration. Leverage this to position advanced CIO-level investment insights and process enhancements to prospective institutions and advisory teams.

Fresh Capital Active investments and stakes in Tempus AI and ProShares UltraPro QQQ suggest a willingness to incorporate innovative strategies and alternative assets. This opens doors for conversations on technology-driven investment solutions, risk management tools, and diversified product offerings for clients seeking modern portfolios.

Growth Footprint With nine offices and a nationwide footprint, Carnegie is expanding reach and capacity, presenting opportunities to offer scalable back-office, compliance, and technology services (CRM, analytics, client onboarding) to support multi-office growth and national client service capabilities.

Financial Scale Revenue range of 100M to 250M and a mid-to-large advisor profile position Carnegie as a potential partner for enterprise-level technology, marketing, and practice-management solutions aimed at RIAs looking to enhance efficiency, client experience, and fee transparency for fiduciary services.