Agenda Discovery Week Month

Curated for Me

L3 Leadership Breakfast with Carrie Coghill, CEO of Coghill Investment Strategies, LLC.

Doug Smith
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Endorsed by Curators:
Sep 16 8:30AM - 10:30AM

At this breakfast, Carrie will be sharing her best leadership content. You will also have an opportunity to ask Carrie questions and interact with her.

Carrie's Bio:

With a concentration on independent investment research and customized wealth

management solutions, Carrie is continually recognized as one of the nations leading

voices on financial advising.

Carrie has built an advisor team to execute global macro investing for clients, a process

that serves as the hallmark of Coghill Investment Strategies. This process involves

filtering global industry, economic, and academic research into a propriety system

designed to analyze the impact on capital markets in order to identify increasing risks

and new opportunities.

Through her personal focus on research and thought leadership around global macro

investing, Carrie helps her team deliver highly personalized wealth management

solutions. Coghill Investment Strategies provides a conciergestyle service model that

includes collaborative work with a clients tax and legal advisors to deliver intelligent,

centralized management of their total financial universe.

Prior to starting Coghill Investment Strategies, Carrie began her career in 1986 with

Shearson Lehman Brothers and cofounded D.B. Root & Company, a family wealth

management firm in Pittsburgh. She has been honored by Forbes Magazine, Barrons

Magazine, Registered Rep Magazine, Wealth Manager Magazine and Pittsburgh

Magazine as a top professional in her field, has authored two books, and is a regular

contributor on CNBC, along with other local and national programs.

Carrie serves on the Board of Trustees for Robert Morris University as Vicechair and is

the Chair of the Board for the Magee Womens Research Institute and Foundation.

Additionally, Carrie brought the 2020 Women on Boards initiative to Pittsburgh in 2015,

a national organization dedicated to increasing the percentage of female talent on

Fortune 1000 corporate boards.


Industry Honors

Americas Top Women Wealth Advisors

Forbes Magazine 2017

2017 FIVE STAR Professional Wealth Manager

Pittsburgh Magazine 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017

Business Women First Award

Pittsburgh Business Times 2009, 2016

Special Service Award

Commonwealth Financial Network 2014

Top 50 Most Influential Women in Wealth Management

Wealth Manager Magazine 2009, 2010

Six PPG Place 412.575.5900 (p)

Suite 730 412.575.5903 (f)

Pittsburgh, PA 15222 www.coghillstrategies.com


2011 America's Top 50 Independent B/D Women Advisors

Registered Rep Magazine 2012

America's Top 100 Independent B/D Advisors

Registered Rep Magazine 2010, 2011

2010 Barron's Top 1,000 Advisors: Statebystate roundup (28th in Pennsylvania)

Barron's Magazine 2010

America's Top 100 Financial Advisors

Barron's Magazine 2004, 2005, 2006, 2007, 2008, 2009, and 2010

Winner's Circle member (since 2005)

Research Magazine

Recognized as one of the Top 50 Women in Business by the city of Pittsburgh and the state of

Pennsylvania 2005

Featured in the book The Winner's Circle IV: Wealth Management Insights From

America's Best Financial Advisors

Authored Books


What's Your Investing IQ?

The Newlyweds' Guide to Investing & Personal Finance

Media Appearances

Regular appearances on CNBC, WPXI News, PCNC's "Night Talk" and other local and national television programs

Regular contributor to Wall Street Week, an online publisher of investment news from nationally recognized

financial advisors

Cohosted the consumer education television show Financial Planning, on Pittsburgh's NBC affiliate, WPXITV

Regular contributor to The Pittsburgh Business Times, Pittsburghs source for local business news

Featured in the Wall Street Journal, Investor's Business Daily, USA Today, BusinessWeek, Money Magazine,

Pittsburgh PostGazette, Dow Jones, Forbes.com, Pittsburgh Magazine, Woman's Day, and Working Mother.

Recurring contributor to Physician's News Digest.

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