June 2021

Please join us in welcoming Robert Carnegie to our HoyleCohen family.

We are pleased to announce that Robert (Bob) Carnegie, CFA, CFP®, has joined our Phoenix office as a Senior Wealth Advisor. Bob has served as an advisor to HNW families for over 15 years, working with entrepreneurs, business leaders, and people dealing with transition issues such as death or divorce. He worked his way up to Wealth Manager at BNY Mellon and most recently worked as Senior Portfolio Manager with Huntington National Bank in Pittsburg.

Bob enjoys working collaboratively with clients, helping them define and outline not only specific financial goals and challenges, but more importantly to him, personal and family values. With values and trust forming the foundation, Bob then provides prudent investment advice, implements thoughtful planning strategies, and delivers measurable results.

Bob earned the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner™ (CFP®).  He is a member of the FPA of Greater Phoenix, CFA Society Phoenix, and the Estate Planning Councils of Central Arizona and the East Valley.  Before relocating to Arizona, Bob was an active community member in his hometown of Pittsburgh, serving as a board member of the Pittsburgh Botanic Garden and a graduate of the Pittsburgh Leadership Development Initiative. A lover of the outdoors and an avid visitor of our national parks, Bob looks forward to exploring all that the Southwest has to offer with his wife and two children.

We are grateful to have Bob as part of our growing HC family!

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