Carrie-Ann Stepien is a Board Member of WIIIN and Chair of the Philanthropy Committee.
Carrie-Ann is a Senior Manager on The Walt Disney Company’s Pension & Investments Team. Carrie-Ann manages a 4-person team and is responsible for monitoring asset allocation and rebalancing of the $17B pension plan, conducting external fund manager due diligence across the public equities, fixed income and Alternatives asset classes, and regularly presenting portfolio and market updates, as well as manager and fund hiring and termination recommendations, to the Investment and Administrative Committee. Carrie-Ann is also responsible for the investment fund options available to Disney’s 90,000+ participants in the $10B defined contribution plan. Prior to joining Disney in 2013, Carrie-Ann spent three years with PwC in New York City in its Financial Instruments, Structured Products and Real Estate specialty group, as well as PwC’s Banking and Capital Markets Audit group. Carrie-Ann holds a BS in Accounting and an MS in Finance from Texas A&M University, and is a Certified Public Accountant (inactive status).
You can reach Carrie-Ann at email@example.com