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Cheryl H
Series 63
Princeton, NJ
Carnegie Lake Advisors LLC
Cheryl Harris is a financial advisor at Carnegie Lake Advisors LLC with 41 years of industry experience. She holds a Series 63 designation and previously worked for Highlander Capital Management LLC and Highlander Capital Group, Inc. for over three decades combined. Carnegie Lake Advisors LLC provides individualized investment advisory and portfolio management services to individual and high-net-worth clients, as well as trusts, pension plans, and business entities. The firm uses a tailored asset management approach with continuous monitoring and periodic rebalancing, employing fundamental, qualitative, and cyclical analysis methods within a strategic asset-allocation framework.
Bruce A
Series 63
Princeton, NJ
Carnegie Lake Advisors LLC
Bruce Altschuler is a financial advisor at Carnegie Lake Advisors LLC with 41 years of industry experience. He holds a Series 63 designation and previously worked at Highlander Capital Management, LLC and Highlander Capital Group, Inc. from 1997 to 2024. Carnegie Lake Advisors LLC offers individualized investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm utilizes a tailored asset allocation framework combined with fundamental, qualitative, and cyclical analysis methods.
Ryan M
CFP®, Series 65
Princeton, NJ
Carnegie Lake Advisors LLC
Ryan Macwright is a CFP® with 18 years of industry experience. He joined Carnegie Lake Advisors LLC in 2024 after 17 years at Highlander Capital Management, LLC. Macwright has held roles managing hedge funds and related investment entities. Carnegie Lake Advisors LLC offers individualized investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a tailored asset-allocation approach with active monitoring and utilizes fundamental, qualitative, and cyclical analysis methods.
Richard M
Series 63
Princeton, NJ
Carnegie Lake Advisors LLC
Richard Martino is a financial advisor at Carnegie Lake Advisors LLC in Princeton, NJ, holding a Series 63 designation and bringing 44 years of industry experience. He previously worked for Highlander Capital Management, LLC and Highlander Capital Group, Inc. for over three decades before joining Carnegie Lake Advisors. Carnegie Lake Advisors LLC provides individualized investment advisory and portfolio management services to a range of clients, including individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a tailored asset-allocation approach featuring continuous monitoring and periodic rebalancing, utilizing fundamental, qualitative, and cyclical analysis methods.
Philip K
Series 63, Series 66
Princeton, NJ
Carnegie Lake Advisors LLC
Philip Kiernan Jr. is a financial advisor with Carnegie Lake Advisors LLC, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His prior roles include tenures at Highlander Capital Management LLC and Cantella & Co., Inc. He is also involved in selling term and life insurance products through an outside insurance agency. Carnegie Lake Advisors LLC offers tailored investment advisory and portfolio management services to individual and high-net-worth clients, trusts, pensions, and business entities, utilizing a strategic asset-allocation framework supported by fundamental, qualitative, and cyclical analysis.
Ellen S
Series 63
Princeton, NJ
Carnegie Lake Advisors LLC
Ellen Sandler is a financial advisor at Carnegie Lake Advisors LLC with 46 years of industry experience. She holds a Series 63 designation and has previously worked for Highlander Capital Management, LLC and Highlander Capital Group, Inc. for 27 years. Outside of her advisory role, she serves as a senior portfolio manager for a hedge fund and holds managing member positions in private development and service companies. Carnegie Lake Advisors LLC provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, pension plans, and businesses. The firm employs a tailored asset management approach with continuous monitoring and rebalancing, utilizing strategic, dynamic, tactical, or core-satellite asset allocation frameworks.
Eckart W
Series 63
Princeton, NJ
Carnegie Lake Advisors LLC
Eckart Weeck is a financial advisor with Carnegie Lake Advisors LLC, holding a Series 63 designation and bringing 44 years of industry experience. He previously worked for Highlander Capital Management LLC and Highlander Capital Group, Inc. for 26 years. Outside of his advisory role, Weeck has served as a senior portfolio manager and managing member at a hedge fund affiliated with Highlander Bank Holdings, LLC. Carnegie Lake Advisors LLC provides individualized investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a tailored asset management approach with continuous monitoring and periodic rebalancing, using various asset-allocation strategies and a combination of fundamental, qualitative, and cyclical analysis methods.
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