OUR TEAM | BIO

Kim Gannis

Kim Gannis

Principal/Director of Retirement Services

Carnegie Investment Counsel (Clearpoint-Affiliated Business Partner)

Work: 216-367-4114
Mobile: 412-389-8913
Email: kgannis@carnegieinvest.com
Web: www.carnegieinvest.com

Kim Gannis, AIF, possesses over 25 years of experience in the benefit industry. She has overseen billions in assets, including working with some of the leading global professional service companies. Beginning in Defined Benefit analyst positions, Ms. Gannis spent eight years before moving into a consulting position on all aspects of Employee Benefits. Working for one of the leading financial services organizations in the country, she was very instrumental with growing their Defined Contribution business, where she was responsible for 650 clients, 90 employees, $28 million in revenue and a $12 million annual budget. Over the past seven years, Ms. Gannis has worked in the Investment Management business as a National Accounts Representative with many large clients, responsible for over $10 billion in assets, a large percentage of which she negotiated and established herself. She maintains positive relationships with her clients and develops strong connections with prospective clients, continuing to develop new portfolios and increased assets.

Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated with Clearpoint Advisors, LLC.

FINRA website: http://www.finra.org/
BrokerCheck: http://brokercheck.finra.org/


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