David Tillson has been Principal, Director, Portfolio Manager of Carnegie Capital Asset Management since February 2025, is not listed as a control person, but directly owns under 5% of the firm. David Tillson holds a B.A. in Economics from Brown University and an MBA from Stern School of Business, New York University.
Carnegie Capital Asset Management, LLC is a Pepper Pike, OH firm with $7.51B under management, 3,281 clients and 39 advisers across 11 offices, as of its July 2026 filing.
David A. Tillson is Principal, Director and Portfolio Manager of Carnegie Investment Counsel, based in Stamford. He began his career as a research analyst at General Reinsurance Corp. before joining U.S. Trust Co. in the mid-1990s as Senior Vice President and later Managing Director, where he managed client portfolios. He then served at Cramer Rosenthal McGlynn, overseeing private clients, before founding Eagle Ridge Investment Management in 2008.
David Tillson’s longest registration was 9 years at Eagle Ridge Investment Management LLC (2008–2018). Before joining Carnegie Capital Asset Management in 2025, David Tillson was registered through Eagle Ridge Investment Management LLC.
- Carnegie Investment CounselCurrent– present · 1 yearStamford, CT · Adviser representative · Firm CRD 150488
- Eagle Ridge Investment Management LLC– · 9 yearsStamford, CT · Adviser representative · Firm CRD 147824
Professional designations
Listed by Carnegie Capital Asset Management
- CFA
Investment adviser representative registrations
David Tillson is registered as an investment adviser representative in Connecticut, since February 2025.
- ConnecticutSince 13 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 5 August 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 August 1994 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Abbott Tillson
- CRD
- 2519824
- Firm
- Carnegie Capital Asset Management · CRD 150488
- Role
- Principal, Director, Portfolio Manager
- Office
- 4 High Ridge Park, 3rd Floor, Stamford, CT 06905
- Registration
- Investment adviser registration
- In the industry since
- September 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- carnegieinvest.com
Where does David Tillson work?
David Tillson has been Principal, Director, Portfolio Manager of Carnegie Capital Asset Management, LLC since February 2025.
Is David Tillson a financial advisor?
Yes. David Tillson has a current investment-adviser registration in Connecticut, through Carnegie Capital Asset Management since February 2025.
How many years of experience does David Tillson have?
David Tillson has 11 years in the financial industry, since September 2015, across 2 adviser firms.
What exams has David Tillson passed?
David Tillson has passed 2 licensing exams: the Series 63 and Series 6. The earliest, the Series 63, was passed in August 1994.
Where did David Tillson work before Carnegie Capital Asset Management?
Before Carnegie Capital Asset Management, David Tillson was registered through Eagle Ridge Investment Management LLC, October 2008 to March 2018.
Where is David Tillson based?
David Tillson’s registered office is in Stamford, CT.
Is David Tillson registered with FINRA?
No. David Tillson has no current broker registration.
Is David Tillson a CFA charterholder?
Carnegie Capital Asset Management lists David Tillson with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify David Tillson’s record?
Search CRD 2519824 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Tillson’s full registration record.
