Having accrued more than 20 years of experience in the finance industry, Carina E. Coleman, CFA, serves as the director of the pension and trust investments for Sempra Energy, where she specializes in pension and post-retirement medical plans in terms of formulating investment strategies and reports to oversight committees. Additionally, she oversees multiple asset classes and supervises relationships with managers, as well as about $9.5 billion in assets. Prior to obtaining her current position, Ms. Coleman worked for Sempra Energy as a finance manager between 2010 and 2013. Her most notable achievement to date was introducing a de-risking plan at Sempra Energy, as well as laying down the investment governments process in recurring calendars they revisited at every meeting.
When Ms. Coleman was a child, her dad was investing on the side as a sort of small time investor. It is really the opportunity her parents provided to her that she values and she is among the first generation to go to college in her town.
During the early stages of her career, Ms. Coleman gained valuable expertise as a manager for Disney, where she worked from 2004 until 2009, and as a summer associate with Merrill Lynch. Her first role in the field was that of a research associate for Bradford and Marzec during the late 1990s and early 2000s. Though her career has been suffused with highlights, she is especially proud to have introduced a de-risking plan at Sempra Energy. In 2016, Ms. Coleman was also honored to serve as the co-chair of pensions and investments for the West Coast Defined Contribution Conference.
An expert in her field, Ms. Coleman earned a Bachelor of Arts in economics and German studies from the University of California Los Angeles in 1996. She subsequently attained a Master of Business Administration in finance and a Master of Arts in international studies from the University of Pennsylvania’s Wharton School and the Lauder Institute, respectively, in 2004. To remain aware of developments in the industry, Ms. Coleman maintains her professional alignment with the CFA Institute and as a member of the investment committee for the San Diego City Employees’ Retirement System, for which she sits on the board of administration.
In 2019, Ms. Coleman was named as the vice chair of her local diversity and inclusion council. In previous years, she provided her considerable financial knowledge to the Diocese of San Diego and the City of Rancho Palos Verdes, California. She attributes her success to her work ethics. She has to take on challenges with courage and hard work. She believes if you are diligent, you will reach your goal.
Ms. Coleman is very passionate about what she does. She takes the responsibility of overseeing retirement plan assets very seriously. Things are very important to be in a good judiciary of those assets and a steward to half of the corporation she works for. It is really important to be involved in the community in which she lives. She also serves other investment boards outside of her day job. She is really passionate about what she does and trying to make an impact through her expertise is what separates her. Looking ahead, Ms. Coleman aims to experience the continued growth and success of her career. She might still be managing assets and still have other responsibilities in addition to asset management, but wants to see different people in different types of disciplines. she would like to see herself working in the education field to pass on some of the expertise she has gained.