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SGK Represents Client in Transaction to Combine with Carnegie Investment Counsel

Posted on December 16, 2022

By: Sherrard, German & Kelly, P.C.

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Sherrard, German & Kelly, P.C. is pleased to announce that it represented its client, Wes Creese, RiverStone Wealth Management, on the combination of his practice with Carnegie Investment Counsel (“Carnegie”).  Carnegie is a Registered Investment Adviser serving clients coast-to-coast with over $3 Billion assets under management with an additional $570 Million in assets under advisement (as of May 2022). Wes is joining Carnegie as a partner and this combination will allow Wes to continue to provide investment management and financial planning services to his clients on a national platform.  The SGK team advising Wes was led by Mark O. Scioscia and included Eric C. Springer and Beth W. Brunins.

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Mark O. Scioscia
Eric C. Springer
Elizabeth W. Brunins

Sherrard, German & Kelly, P.C.

535 Smithfield Street, Ste. 300
Pittsburgh, PA 15222 USA

Phone: 412-355-0200

Fax: 412-261-6221

Email and Employment Opportunities:
sgk@sgkpc.com

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