The Carnegie Team

Richard L. Alt
Principal/CIO/Portfolio Manager

Gary P. Wagner
Principal/COO/Portfolio Advisor

William R. Anderson
Portfolio Manager/
Wealth Advisor

Mark Bander
Chief Technical Analyst/
Portfolio Manager

William G. Batcheller
Chief Investment Strategist/
Portfolio Manager

Winifred M. Coleman
VP/Portfolio Manager

Ensign J. Cowell
Director and Senior Wealth Manager

Jodi S. Cowgill
Portfolio Administrator

Patrick J. Kennedy
Portfolio Manager

Mark D. Kindberg
VP/Portfolio Advisor

George R. Mateyo, CFA
Former Chairman & CEO

Ellen McCreary
Trader and Portfolio Administrator

S. Sterling "Ted" McMillan
Director and Senior Wealth Manager

Douglas S. Pease
Portfolio Manager

James V. Pease, CFA
Research Analyst/
Portfolio Assistant

Raz Pounardjian
Portfolio Manager

Amanda Renfroe
Portfolio Assistant

Susan E. Yeagley
Portfolio Administrator

In Memoriam

Sidney Zilber, CFA, CFP
Portfolio Manager
(1926-2009)