Keith Allen Vargo
Mitglied des Investmentausschusses bei Carnegie Capital Asset Management LLC
Profil
Mr. Keith A.
Vargo, CFA, is a Senior Portfolio Manager at Carnegie Capital Asset Management LLC.
He is also a member of Carnegie’s Investment Committee.
In addition to his portfolio management responsibilities, Mr. Vargo serves in an advisory role providing clients with investment and strategic financial advice.
His extensive portfolio management and investment career span more than 25 years.
Prior to joining Carnegie, Mr. Vargo was a Partner and Portfolio Manager at Midwest Investment Management.
He was also a Partner and Portfolio Manager at Roulston & Company and Fairport Asset Management.
At Fairport, he managed a Large Cap Value product for individual clients and was the Portfolio Manager for a Fairport fund.
He is a member of the CFA Society Cleveland and holds the CFA Institute’s Chartered Financial Analyst designation.
Aktive Positionen von Keith Allen Vargo
| Unternehmen | Position | Beginn |
|---|---|---|
Carnegie Capital Asset Management LLC
 Carnegie Capital Asset Management LLC Investment ManagersFinance Carnegie Capital Asset Management LLC, do-business-as Carnegie Investment Counsel (CIC), is an independent, SEC-registered investment advisor headquartered in Pepper Pike, Ohio. The firm was founded in 2009, taking over the former RIA which was registered in 1991 and commenced operations in 1974. CIC provides investment advice and/or management supervisory services to individuals, non-profit organizations, pension and profit-sharing plans, corporations or business entities, independent trust companies, and government entities. | Mitglied des Investmentausschusses | 01.10.2017 |
Ehemalige bekannte Positionen von Keith Allen Vargo
| Unternehmen | Position | Ende |
|---|---|---|
Midwest Investment Management LLC
 Midwest Investment Management LLC Investment ManagersFinance Midwest Investment Management LLC, located in Cleveland, Ohio, is a registered investment advisor. | Portfolio Manager-Aktien | 01.12.2017 |
Fairport Asset Management LLC
 Fairport Asset Management LLC Investment ManagersFinance Fairport Asset Management LLC is a registered investment advisor located in Cleveland, Ohio. The firm is a subsidiary of Wealthtrust Holdings LLC. They manage assets for individuals and institutions and serve as the advisor of the Fairport family of mutual funds. | Portfolio Manager-Aktien | - |
| Roulston & Co., Inc. | Corporate Officer/Principal | 31.12.1999 |
Ausbildung von Keith Allen Vargo
| David N. Myers University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Fairport Asset Management LLC
Fairport Asset Management LLC Investment ManagersFinance Fairport Asset Management LLC is a registered investment advisor located in Cleveland, Ohio. The firm is a subsidiary of Wealthtrust Holdings LLC. They manage assets for individuals and institutions and serve as the advisor of the Fairport family of mutual funds. | Finance |
| Roulston & Co., Inc. | Finance |
Carnegie Capital Asset Management LLC
Carnegie Capital Asset Management LLC Investment ManagersFinance Carnegie Capital Asset Management LLC, do-business-as Carnegie Investment Counsel (CIC), is an independent, SEC-registered investment advisor headquartered in Pepper Pike, Ohio. The firm was founded in 2009, taking over the former RIA which was registered in 1991 and commenced operations in 1974. CIC provides investment advice and/or management supervisory services to individuals, non-profit organizations, pension and profit-sharing plans, corporations or business entities, independent trust companies, and government entities. | Finance |
Midwest Investment Management LLC
Midwest Investment Management LLC Investment ManagersFinance Midwest Investment Management LLC, located in Cleveland, Ohio, is a registered investment advisor. | Finance |
