Carnegie Private Wealth Employee Directory

Carnegie Private Wealth corporate office is located in 6101 Carnegie Blvd Ste 520, Charlotte, North Carolina, 28209, United States and has 11-50 employees.

carnegie private wealth

Employees by Department

Departments

Number of employees

Finance

Sales

Operations

Key Employees of Carnegie Private Wealth

JG
Jessica Grogan
Director, Client Service & Operations
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Carnegie Private Wealth Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Carnegie Private Wealth

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Contact Name

Contact Info

Job Title

HQ Location

JG
Jessica Grogan
Email Direct
Director, Client Service & Operations
United States , North Carolina , Charlotte

LD
Lucas Decker
Email Direct
Wealth Advisor
United States , North Carolina , Charlotte

TG
Teresa Grimmer
Email Direct
Front Desk Associate
United States , North Carolina , Charlotte

KK
Kimberly King
Email Direct
Client Services Specialist
United States , North Carolina , Charlotte

HR
Hunter Robertson
Email Direct
Associate Wealth Advisor
United States , North Carolina , Charlotte

CP
Christopher Pikunas
Email Direct
Client Services Specialist
United States , North Carolina , Charlotte

AA
Alexander Aucoin
Email Direct
Financial Planning Analyst
United States , North Carolina , Charlotte

DS
Duncan Sullivan
Email Direct
Client Services Specialist
United States , North Carolina , Charlotte

Former Employees at Carnegie Private Wealth

Explore people who held key positions, contributed to Carnegie Private Wealth's success, and advanced their careers.

Jeffrey Vandiver

Partner Senior Wealth ... at Carnegie Companies

Worked as Senior Financial Wealth Advisor & Advisor & Pa...

at Carnegie Private Wealth

Direct

Angela Ostendarp

Senior Managing Partne... at Carnegie Companies

Worked as Senior Managing Partner

at Carnegie Private Wealth

Direct

Tyler Shumaker

Client Services Specia... at Carnegie Companies

Worked as Client Services Specialist

at Carnegie Private Wealth

Direct

Mask Content

Wealth Advisor & Direc... at Carnegie Companies

Worked as Wealth Advisor & Director, Business Developmen...

at Carnegie Private Wealth

Direct

Mask Content

Managing Partner Senio... at Carnegie Companies

Worked as Managing Partner

at Carnegie Private Wealth

Direct

Mask Content

Executive Assistant at Carnegie Companies

Worked as Executive Assistant

at Carnegie Private Wealth

Direct

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Frequently Asked Questions Regarding Carnegie Private Wealth Employees

How many employees does Carnegie Private Wealth have?

Carnegie Private Wealth has 11-50 employees

Who are Carnegie Private Wealth key employees?

Some of Carnegie Private Wealth key employees are Jessica Grogan

Where is Carnegie Private Wealth located?

Carnegie Private Wealth’s headquarters are located at 6101 Carnegie Blvd Ste 520, Charlotte, North Carolina, 28209, United States

How do I contact Carnegie Private Wealth?

Carnegie Private Wealth Contact Info: Website: www.carnegieprivatewealth.com

What does Carnegie Private Wealth do?

Carnegie Private Wealth is a financial advisory firm based in Charlotte, NC, specializing in comprehensive wealth management services including retirement planning, estate planning, investment management, tax planning, and insurance. The firm is dedicated to serving clients with a commitment to excellence and utilizes advanced technology to create... Read More

Is Carnegie Private Wealth a public company?

Carnegie Private Wealth is private company therefore does not currently have an official ticker symbol

See more information about Carnegie Private Wealth Employees