Winifred S. Coleman

Winifred S. Coleman
Senior Portfolio Manager

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“Every client is unique so it is very important to understand his or her specific needs, wants, and desires. I work with my clients to develop a portfolio that will help them accomplish their goals”

Winnie Coleman serves Carnegie Investment Counsel as Senior Portfolio Manager.  As an advisor, Winnie can help people build their wealth and ensure financial security for themselves and their loved ones.

Winnie’s previous experiences include a career in computer sales and living internationally in Hong Kong, Tokyo, and Prague.  Her career in investments include positions at Morgan Stanley and Stifel.

She attended Trinity college in Washington DC and graduated from the University of Wisconsin Madison with a Bachelor of Arts in Foreign Studies and a minor in Economics.
Outside of work, Winnie has been a Big Sister in the Big Brothers/Big Sisters Program. She has also volunteered for the Semper Fi organization to benefit wounded veterans and volunteered and participated in many local breast cancer events.
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Winnie married a wonderful man and a widower with 4 teenagers, which was another career in itself. They now have 10 very special grandchildren. The family is scattered throughout the U.S., but manages to get together for a reunion every other year; all 20 of them. Last year, the reunion was in County Cork Ireland. Her hobbies are golf, reading, and cooking. Impromptu gatherings are her specialty!

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