Meg Halloran
Portfolio Manager-Equities at Carnegie Capital Asset Management LLC
Profile
Ms. Margaret E.
Halloran is a Senior Portfolio Manager at Carnegie Capital Asset Management LLC.
She works with high net worth individuals, foundations and retirement plans to build an individualized portfolio to meet the client’s objectives.
She has over 25 years of industry experience.
Prior to joining Carnegie in 2017, Ms. Halloran was a Partner, Portfolio Manager and member of the Investment Committee at Midwest Investment Management for 17 years.
Prior to that, she worked at Key Bank as an Institutional Pension Plan Relationship Manager working with Corporations to service their retirement plans.
She acquired her BS in Finance from the University of Dayton and an MBA from the Weatherhead School of Management at Case Western Reserve University.
Meg Halloran active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 2017-09-30 |
Former positions of Meg Halloran
| Companies | Position | End |
|---|---|---|
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-Equities | 2017-11-30 |
KeyBank NA (Cleveland, Ohio)
 KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Corporate Officer/Principal | 1999-12-30 |
Training of Meg Halloran
| University of Dayton | Undergraduate Degree |
| Weatherhead School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Midwest Investment Management LLC
Midwest Investment Management LLC Investment ManagersFinance Midwest Investment Management LLC, located in Cleveland, Ohio, is a registered investment advisor. | Finance |
KeyBank NA (Cleveland, Ohio)
KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | 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 |
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