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Carnegie Wealth Management Employee Directory

Investment ManagementPennsylvania, United States2-10 Employees

Carnegie Wealth Management is an independent, employee-owned investment management firm based in Berwyn, in the suburban Philadelphia region. With more than 30 years of investment experience, the firm focuses on providing tailored guidance to its clients. Its client base includes families, business owners, public company insiders, foundations, and endowments across more than 20 states. Advisory services are offered through Carnegie Wealth Management, LLC, while securities and advisory services are provided through The Strategic Financial Alliance, Inc. (SFA), which operates independently of Carnegie Wealth Management, LLC. The firm uses a five-step investment process to construct portfolios that reflect each client’s unique circumstances. In May 2022, Carnegie Wealth Management announced the acquisition of Covered Bridge Advisors, LLC.

Find Carnegie Wealth Management employees' phone numbers or email addresses

Carnegie Wealth Management Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Europe
3

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  • Denmark
    2
  • United Kingdom Of Great Britain And Northern Ireland
    1

Carnegie Wealth Management's Leadership

  • Stylized image of a person
    C. H.
    Client Service And Operations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. S. E.
    Bestyrelsesmedlem
    Phone icon
    Mobile Phone

Carnegie Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Consultant

Contact profiles from Carnegie Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. H.
    Client Service And Operations Manager
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    S. S. E.
    Bestyrelsesmedlem
    Phone icon
    Mobile Phone
    Denmark
    Jun 30, 2026

Frequently Asked Questions

What is Carnegie Wealth Management known for?

Minus sign iconPlus sign iconCarnegie Wealth Management was founded in 1985 operates in the Investment Management industry. Explore Carnegie Wealth Management's company overview page for more information.

What is Carnegie Wealth Management's most common email format?

Minus sign iconPlus sign iconCarnegie Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Carnegie Wealth Management email formats with LeadIQ.

How many employees does Carnegie Wealth Management have currently?

Minus sign iconPlus sign iconCarnegie Wealth Management has approximately 5 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Carnegie Wealth Management's key employees and leadership?

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As of July 2026, Carnegie Wealth Management's key employees include:

  • Client Service And Operations Manager: C. H.
  • Bestyrelsesmedlem: S. S. E.

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