As Portfolio Manager, Warren Coleman assists in the development of your personal investment policy guidelines. Warren makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
EducationHe is a graduate of The Georgia Institute of Technology and holds a Master of Business Administration from Case Western Reserve University.
Professional Experience & Areas of FocusMr. Coleman is a coordinator and advisor for Fifth Third Private Bank client relationships. He is responsible for providing a full suite of wealth advisory solutions designed to help achieve his clients' goals including investment management, private banking, wealth planning, and risk management. He has been with Fifth Third Bank since 2011 and has more than 10 years experience in the financial services industry including more than eight years in middle market investment banking and private equity. Mr. Coleman has been securities licensed since 2008.
Licenses & Professional Designations
- Life Insurance
- Registered Uniform Securities Agent (Series 63)
- Registered General Securities Representative (Series 7)
- Chartered Financial Analyst (CFA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)