

Carnegie Private Wealth Information
Contact top employees from
Carnegie Private Wealth
Summary
Carnegie Private Wealth has been in the industry for 3 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 26. To connect with Carnegie Private Wealth employee register on SignalHire.
Organization Website | carnegieprivatewealth.com |
Phone Number | 704-733-6880 |
Industries | |
Headquarters Location | 6101 Carnegie Blvd, Charlotte, North Carolina, 28209 US |
Employees Size | 10-50 employees |
Founded | 2023 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Carnegie Private Wealth shows a diverse range of experience levels:
40% have been with the company for less than 1 year60% for 1–2 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Carnegie Private Wealth
Matt Doherty
Executive Vice President of Finance, Planning & Administration
Grace Jaehnen
Wealth Advisor Assistant
Alexander Aucoin
Financial Planning Analyst
Christina Stuppiello
Executive Assistant
Duncan Sullivan
Client Services Specialist
Jeffrey Vandiver
Senior Wealth Advisor | Financial Advisor | Partner
Nicole King
Administrative Assistant
Teresa Grimmer
Front Desk Associate
Lucas Decker
Wealth Advisor
Kevin Lewis
Wealth Advisor
Angela Ostendarp
Senior Managing Partner
Joseph Pay
VP, Sr. Investment Strategist
Jordan Raniszeski
Senior Managing Partner
James Larsen
Senior Wealth Advisor
Rachel Reilly
Client Experience Manager
Ross Kirwan
Wealth Advisor
Steven Bramhall
AVP, Client Service Manager
Kimberly King
Client Services Specialist
Chris Pikunas
Client Services Specialist
Mary Sherrill Ware
Managing Partner
Similar Companies
FAQ
Carnegie Private Wealth operates in the Finance industries. More details can be found on the official website: carnegieprivatewealth.com.
The headquarters of Carnegie Private Wealth are located in Charlotte, United States.
You can contact Carnegie Private Wealth by phone at 704-733-6880.
Carnegie Private Wealth currently employs 10-50 people.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.




