))
Greg Halter, CFA, Director of Research at Carnegie Investment Counsel
Manage episode 494662523 series 3445185
Content provided by CFA Society Cleveland. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CFA Society Cleveland or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Today, we’re sitting down with Greg Halter, CFA, Director of Research at Carnegie Investment Counsel. Greg’s path through the financial planning side of the business, his formative experience at the Federal Reserve, and his unique insights into Cleveland’s evolving investment landscape give us a lot to unpack.
We talk about why the planning side of finance caught his attention, what he saw behind the scenes at the Fed, and the impact of working at Great Lakes Review. We also cover how Carnegie is approaching the rising tide of AI in investment research—an especially timely topic. Thanks for listening, and we hope you enjoy this episode with Greg Halter. Connect with Greg here:
Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He serves as President of the CFA Society of Cleveland. Connect with Matt here:
We would like to thank the CFA Society Cleveland's 2025 Asset Manager Sponsors, First Trust, Invesco, State Street Global Advisors, and BlackRock. The support from these and other event sponsors allows the CFA Society to bring engaging content to our members.
35 episodes
Share
