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Winnie Coleman
Vice President And Portfolio Manager at Carnegie Investment Counsel
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Work Experience
Vice President And Portfolio Manager
Aug 2010 - Present · 14 years and 5 months
Financial Advisor
Nov 1999 - Aug 2007 · 7 years and 9 months
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Manager
1984 - 1987 · 3 years
Company Details
At Carnegie Investment Counsel we provide custom investment management, wealth management, corporate retirement plans, and more for individuals, families, nonprofits, and business owners. As an independent Registered Investment Advisor with the U.S. Securities and Exchange Commission (SEC) and fiduciary, we are beholden only to our client’s best interests 100% of the time. In short, we help you Invest with Intention. We get to know you, customize a plan focused on your goals, and provide complete transparency into your portfolio’s performance and our straight-forward fee structure. All with the understanding that what you’ve worked, saved, and sacrificed for should be treated with the upmost gratitude and respect. Founded in Cleveland, Ohio in 1974, we have nine offices, nearly 60 team members, and over $4.5 billion in assets under management and advisement (as of 4/1/24). Visit www.carnegieinvest.com to learn how we can help you Invest with Intention.
Year Founded
1974
Social Media
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Industry
Investment Management, Investment companies (trusts), Financial and insurance services, Business Services, Private equity management services, Investment Services, Retirement & Financial Planning
HQ Location
30300 Chagrin Boulevard 1970 Pepper Pike, Ohio 44122, US
Keywords
FiduciaryIndependentPortfolio ManagementPersonalFinancial PlanningEndowmentsNon-profit Portfolio ManagementWealth ManagementFee-onlyRetirement Plan Services
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