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We Are Carnegie

A Long and Proud History of Serving Our Clients

Carnegie Wealth Management was founded by Roy Johnston on the premise that every investor deserves extraordinary investment advice and care. Since 1985, we’ve provided our clients with important market insights, a high level of detail oriented-client service as well as access to unique investments and managers that may not otherwise been readily available to them.


Meet Our Team


Roy Johnston Photo
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Roy Johnston

Chairman

Roy Johnston

Chairman

Roy grew up in the Boston area and graduated from the University of Massachusetts in 1966 with a bachelor’s degree in business. After a successful twenty-year career in the silver industry, Roy founded Carnegie Wealth Management in 1985 to provide investment consulting services to high net worth families, foundations, endowments and corporations.

Roy holds FINRA licenses 7, 24, 63 and 65 and has earned the Certified Investment Management Consultant (CIMC) designation from the Institute for Investment Management Consultants.

Roy is married to Judy and has two children, Chad and Carrie and 5 grandchildren. He is a member of Whitford Country Club, Winnipesaukee Golf Club and the United Christ Church of Valley Forge.

rjohnston@carnegiewealth.com 

Scott Sheffer Photo
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Scott Sheffer

Chief Executive Officer

Scott Sheffer

Chief Executive Officer

Scott grew up in suburban Philadelphia. He graduated from LaSalle University where he was on the Dean’s List and also attended Cambridge University in England. In 1991, Scott graduated from the Brigham Young University Law School where he was an editor of the Brigham University Law Review. Scott then worked seven years as an attorney, the first five years in private practice and the remaining two years as a Philadelphia Assistant City Solicitor specializing in municipal finance.  

In 1998, Scott joined Goldman Sachs’s Private Wealth Management group as a vice president where he spent the next 10 years advising successful families, their foundations and endowments on asset allocation, investment management and generational wealth planning. In 2008, Scott was recruited to Lehman Brothers which was subsequently purchased by Barclays. From 2008 through 2016, Scott held various senior roles with Lehman Brothers and Barclays. Scott joined Carnegie Wealth Management in 2017.

In addition to his law degree, Scott holds FINRA licenses Series 7, 9, 10, 63 and 65.

Scott is married to Kristen and has two daughters, Sophie and Farrah.  He is a member of the Merion Golf Club, Avalon, New Jersey Yacht Club and attends St. David’s Episcopal Church.

ssheffer@carnegiewealth.com


Amy Abromaitis, CFP® Photo
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Amy Abromaitis, CFP®

Financial Planner

Amy Abromaitis, CFP®

Financial Planner

Amy has been in employed in the financial industry for over 30 years working in various industries including insurance as a life underwriter at Prudential, and in mutual funds and investments with Smith Barney and The Vanguard Group. For the past 20 years, Amy has specialized in comprehensive financial planning working in various boutique firms which focused on estate and tax planning. She has enjoyed working for Carnegie Wealth Management since June of 2010.

Amy earned her bachelor's degree in mathematics with computer science from Gwynedd Mercy and obtained her Certified Financial Planner (CFP®) designation in 2000. Amy holds FINRA licenses Series 7 and 66 as well as Life and Annuity Insurance licenses.

Amy lives in suburban Pennsylvania with her husband Dennis and enjoys spending time with her three daughters and four grandchildren. She is a member of the Financial Planning Association and is an affiliate of the St Stanislaus Church in Lansdale. 

aabromaitis@carnegiewealth.com 


Jason Ray Photo
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Jason Ray

Investment Professional

Jason Ray

Investment Professional

Jason Ray is an Investment Professional and joined Carnegie Wealth Management in 2018. He focuses on investment markets analysis, investment manager research & selection as well as portfolio modeling and construction.

Jason grew up in suburban Detroit, Michigan. He attended Detroit Country Day High School and then graduated from Princeton University in 2014. At Princeton, Jason was a Politics major, an All-Conference football player and a member of Cannon Club. Jason remains heavily involved at Princeton and is the Alumni Chairman of his 2014 Class. After graduation, Jason joined Lincoln Financial Group’s Leadership Preparation Program where he was exposed to many different roles and was specifically involved in delivering insurance solutions to successful families. In 2015, Jason joined FS Investments where he specialized in investment management and providing alternative investment solutions to private clients.

In addition to his Princeton degree, Jason holds FINRA registrations 7 & 63 and he is a Level II Chartered Financial Analyst (CFA) candidate (June 2018). Jason is married to Rukiya and they resides in Center City Philadelphia with their puppy, Coco.

jray@carnegiewealth.com 

Patricia Bruce Photo
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Patricia Bruce

Client Service and Operations Manager

Patricia Bruce

Client Service and Operations Manager

Patricia oversees client documentation as well as the organization and management of information exchanged between Carnegie Wealth Management, and the various asset managers and Broker-Dealers with whom Carnegie interacts.

Prior to joining Carnegie, Patricia was director of corporate trading for Sovereign Securities in Philadelphia. She began her career in the financial services industry in the operations area in 1986 and has held a variety of positions in institutional sales & trading. She is a FINRA Registered Representative holding both the Series 7 and Series 63.

Patti is a native of Philadelphia with a large network of family throughout the area. 

pbruce@carnegiewealth.com 


Jo A. Larkin Photo
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Jo A. Larkin

Office Manager

Jo A. Larkin

Office Manager

Prior to joining Carnegie Wealth Management, Jo was most recently  the U.S. expense manager for Barclays Wealth & Investment Management. For seven of her ten year career at Barclays, Jo worked directly with Scott Sheffer as an executive assistant and super-regional office manager.

Jo holds a degree in Business Technology from Delaware County Community College and matriculated to Villanova University.

She currently resides in Ridley Park, Pennsylvania with her husband Paul and is the proud mother of three daughters – Jessica, Nicole and Megan.

jlarkin@carnegiewealth.com