Chief Compliance Officer · Carnegie Investment Counsel
Ann Shigemura-Hildebrand
CRD 6740756 · Named on Form ADV at one SEC-registered adviser
At a glance
Carnegie Investment Counsel, an SEC-registered wealth manager based in Pepper Pike, OH with $7.5 billion in regulatory assets, lists Ann Shigemura-Hildebrand on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Carnegie Investment CounselChief Compliance OfficerWealth manager · Pepper Pike, OH · $7.5B in regulatory assets
AtlasMembers
Ann’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Gary P. WagnerPresident/principal, Carnegie Investment Counsel
- Richard L. AltChief Executive Officer/principal, Carnegie Investment Counsel
- Joseph M. SpidalieriChief Operating Officer, Carnegie Investment Counsel
- John J. KnoxPrincipal, Director, Portfolio Manager, Carnegie Investment Counsel
- BENJAMIN D. CONNARDPrincipal, Director, Portfolio Manager, Carnegie Investment Counsel
2 more people named with Ann on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ann’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.