Winnie Coleman

Winnie Coleman is Vice President and Portfolio Manager at Carnegie Capital Asset Management, LLC—also known as Carnegie Investment Counsel—where she is responsible for overseeing investment portfolios and delivering tailored asset management solutions for individual and institutional clients. Based in Englewood, FL, she combines extensive experience in client relationship management with in-depth portfolio construction, focusing on a disciplined approach to asset allocation and risk management.

Coleman brings over 20 years of investment industry experience, with a background as a Financial Advisor at Morgan Stanley and managerial experience internationally at Hong Kong Orientations. At Carnegie, she primarily manages portfolios with allocations across domestic equities, fixed income, and multi-asset strategies; her expertise includes U.S. large-cap and mid-cap equities, alongside a strong focus on meeting the unique needs of high-net-worth investors and retirement planning requirements.

She holds a Bachelor of Arts in Economics and American Studies from the University of Wisconsin – Madison, providing a strong analytical foundation for her investment work. Coleman's career is marked by her client-centric philosophy and dedication to long-term, personalized financial strategies, and she is recognized for helping clients navigate changing market cycles and aligning investment strategies with their financial objectives.