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<\/a><\/a>\nConnard\u2019s elevation to Chief Investment Officer follows a period of continued growth and integration across Carnegie\u2019s platform. Since joining the firm in connection with its expansion into Stamford, Connecticut in February of last year, Connard has served as a member of Carnegie\u2019s Investment Committee, working closely with colleagues across offices to support the firm\u2019s disciplined, research-driven investment approach.<\/p>
\n\u201cThe primary benefit of our mergers has been the acquisition of talented people. Last year when we added a team in Stamford, Connecticut, we identified Ben Connard as a potential successor to the Chief Investment Officer role here at Carnegie,\u201d said Richard Alt, CEO of Carnegie. \u201cNow that he has spent a year on our investment committee, my confidence is even greater that he has the discipline to lead the investment team.\u201d<\/p>
\nIn his role as Chief Investment Officer, Connard will work to enhance collaboration across 10 offices across the US, bringing together the firm\u2019s collective expertise to support a consistent and thoughtful investment process. He will build on Carnegie\u2019s long-standing philosophy, focused on bottom-up fundamental analysis, long-term investing, and disciplined portfolio construction.<\/p>
\nConnard has been instrumental in helping integrate investment perspectives across the firm, sharing best ideas and strengthening the firm\u2019s overall investment platform. His appointment formalizes a leadership role that supports Carnegie\u2019s continued evolution while maintaining continuity for clients.<\/p>
\n\u201cCarnegie has always been grounded in a disciplined, long-term approach to investing,\u201d said Connard. \u201cOur focus is on understanding the underlying businesses we invest in and building portfolios that can perform through a full market cycle. As Chief Investment Officer, my goal is to ensure that every portfolio manager and advisor across the firm is positioned to deliver consistent, long-term outcomes for our clients.\u201d<\/p>
\nConnard will continue to work directly with clients, maintaining Carnegie\u2019s emphasis on personalized service and customized portfolio management. Connard\u2019s promotion strengthens Carnegie\u2019s core investment philosophy, and his new role will not disrupt existing client relationships with advisors and portfolio managers.<\/p>
\nPrior to joining Carnegie, Connard spent nine years as a Partner and Portfolio Manager at Eagle Ridge Investment Management LLC and 11 years as an Analyst at Laidlaw Group, LLC. He earned a Bachelor of Arts in Mathematics & Statistics and Economics from Williams College and is a member of the CFA Society of New York.<\/p>
\nAbout Carnegie Investment Counsel<\/b><\/p>
\nCarnegie Investment Counsel (\u201cCarnegie\u201d) is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. Carnegie\u2019s strategies and the investment risks and advisory fees associated with each strategy can be found within Part 2A of the firm's Form ADV, which is available at www.adviserinfo.sec.gov<\/a>.Carnegie is a fee-only Investment Adviser that is independently owned, with no obligations to deliver profits to outside shareholders. As a fiduciary, Carnegie seeks to place the client's best interest first.<\/p> \nFor more information, call 800.321.2322 or visit www.carnegieinvest.com<\/a>.<\/p>