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Benjamin Duffield Connard

Carnegie Investment Counsel

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About Benjamin Duffield Connard

Benjamin Duffield Connard is a financial advisor with Carnegie Investment Counsel. Benjamin has been working in the financial industry since 2004. Benjamin holds the Chartered Financial Analyst designation. Benjamin is registered to provide investment advice in Connecticut. Carnegie Investment Counsel provides financial advice to a wide range of clients, including individuals, corporations, institutions, and investment companies. The firm has offices in Pepper Pike, Ohio and Stamford, Connecticut.

Firm Information

Benjamin Connard is currently registered with Carnegie Investment Counsel. Carnegie Investment Counsel is an investment advisor based in PEPPER PIKE, OH, United States. The firm provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They manage approximately $4,519,647,788 in regulatory assets under management for 7,293 total client accounts.
Carnegie Investment Counsel

30300 CHAGRIN BOULEVARD

PEPPER PIKE, OH 44124

$4.52B

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Benjamin Connard’s Registration & Firm History

OH

02/10/2025 - Present

Carnegie Investment Counsel (PEPPER PIKE OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Duffield Connard.
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