CIS Leadership and Staff

CIS Leadership and Staff

The team at Coghill Investment Strategies is committed to an organizational priority of personalizing service and nurturing a culture of responsibility and responsiveness. Our associates are genuinely committed to the pursuit of individualized investment strategies for each of our valued clients.

Our extended team includes the research and broker/dealer resources of Commonwealth Financial Network®, which expands the breadth and depth of what we offer our clients. Its team complements ours with trusted investment research specialists and advanced planning specialists who assist us in providing clients with the best possible service.

Click on the photos below to learn more about our team members.

Carrie Coghill, CFP®, AIF®

President/CEO

With a concentration on independent investment research and customized wealth management solutions, Carrie is continually recognized as one of the nation’s 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.

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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 concierge-style 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 co-founded D.B. Root & Company, a family wealth management firm in Pittsburgh. She has been honored by Forbes Magazine, Barron’s 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 and co-chairs the University’s Women’s Leadership Advisory Council. She also participates on the board for the Magee Women’s Research Institute and Foundation.

Industry Honors

  • America's Top Women Wealth Advisors
    Forbes Magazine - 2017

     
  • 2011 America's Top 50 Independent B/D Women Advisors
    Registered Rep Magazine – 2012

     
  • Top 50 Most Influential Women in Wealth Management
    Wealth Manager Magazine – 2009, 2010

     
  • America’s Top 100 Independent B/D Advisors
    Registered Rep Magazine – 2010, 2011

     
  • 2010 Barron’s Top 1,000 Advisors

     
  • State-by-State Round-Up (28th in Pennsylvania)
    Barron’s Magazine – 2010

     
  • 2016 "FIVE STAR Professional" Wealth Manager
    Pittsburgh Magazine – 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016

     
  • Business Women First Award
    Pittsburgh Business Times – 2009, 2016

     
  • America’s Top 100 Financial Advisors
    Barron’s Magazine – 2004, 2005, 2006, 2007, 2008, 2009, and 2010

     
  • “Winners 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

 

Publications

  • The Newlyweds’ Guide to Investing & Personal Finance
  • What’s Your Investing IQ?
  • Getting Started in 401(k) Investing

 

Media Appearances

  • Regular contributor to Wall Street Week, an online publisher of investment news from nationally recognized financial advisors
  • Co-hosted the consumer education television show Financial Planning, on Pittsburgh’s NBC affiliate, WPXI-TV
  • Regular appearances on CNBC, WPXI News, PCNC's Night Talk, and other local and national television programs
  • Regular contributor to the Pittsburgh Business Times, Pittsburgh's source for local business news
  • Featured in the Wall Street Journal, Investor’s Business Daily, USA Today, BusinessWeek, Money Magazine, Pittsburgh Post-Gazette, Dow Jones, Forbes.com, Pittsburgh Magazine, Woman’s Day, and Working Mother; recurring contributor to Physician’s News Digest

 

Education/Industry Designations

  • Bachelor’s degree from Robert Morris University, majoring in organizational studies and finance
  • For her distinguished record of service and accomplishment, Robert Morris University honored Carrie with its 2009 Heritage Award
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Accredited Investment Fiduciary® professional
  • Member and past president for the Pittsburgh chapter of the Financial Planning Association (FPA)

 

Community Service

  • Robert Morris University board member
  • Magee Women's Research Institute and Foundation board member
  • Co-chair of Robert Morris University's Womens Leadership Group
  • Former co-chair of the State Board of Directors, Economics Pennsylvania
  • United Way Women’s Leadership Council

 

Chairman's Level
Carrie Coghill is proud to have been recognized as a Chairman’s Level advisor for 2017—a distinction based on annual production attained by just over 3 percent of advisors affiliated with Commonwealth Financial Network.

 

 


"2011 Top 50 Independent Broker/Dealer Women Advisors" were ranked by total client brokerage and advisory assets as of Nov. 1, 2011. Only advisors for whom a majority of assets correspond to retail clients were eligible for the list. Registered Rep utilized third-party research groups and broker/dealer nominations to compile the results. "Top 50 Most Influential Women in Wealth Management” was based on qualitative factors chosen by Wealth Manager Magazine: leadership, innovation, entrepreneurship, business acumen, community service, and dedication (assets under management not criterion). Business Women First Award by Pittsburgh Business Times recognizes women in the Pittsburgh region for their dedication to business growth, professional accomplishments, and community involvement. Individuals are selected from a public pool of nominations and determined by a panel of judges, made up of program alumni who considered business growth, professional accomplishments and community involvement. “2010 Top 1,000 Financial Advisors (state-by-state round-up)” and annual “Top 100 Financial Advisors” awardees were chosen by Barron’s Magazine criteria: assets under management, firm’s revenues and profits, regulatory record, and quality of customer service. “Winner’s Circle” is an organization independent of the firms involved and does not receive compensation from the more than 100 participating firms or their affiliates, financial advisors, or the media in exchange for ranking purposes. The Winner’s Circle team vetted each nominated advisor through a host of quantitative and qualitative standards, including assets managed, revenues, experience levels, compliance records, discussion with management, and more. The Winner’s Circle focuses on customer satisfaction and client retention. Portfolio performance was not criterion.  “Top 100 Independent B/D Advisors” was spearheaded this year by Discovery, an online database of financial service intermediaries published by the Financial Information Group of Shrewsbury, New Jersey. Discovery has created a proprietary methodology for ranking FINRA registered representatives. In this list, the advisors were ranked by assets under management using the Discovery-RR database system. Discovery maintains data on the registered rep universe, then validates the ranking via direct survey.  "Top 50 Women in Business", 2005 by the city of Pittsburgh and the state of Pennsylvania were selected based on candidates dedication to business growth, professional and personal accomplishments, community involvement and advocacy for women in business.  FIVE STAR: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations.  2,671 Philadelphia wealth managers were considered for the award; 693 (26 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com. "Forbes Top Women Wealth Advisors" The ranking of Forbes' Top Wealth Advisors(1) (Top Women Advisors) is based on an algorithm of qualitative and quantitative criteria, including a minimum of seven years of experience, a minimum of $1 million in production, and the weighing of factors including revenue trends, AUM, compliance records, industry experience, and best practices (gathered through telephone and in-person due-diligence interviews). Shook Research also employs an opinion-based weighting system that prioritizes its preferred "best practices," which include business models, activities, processes, and structure. Overall, 2,723 advisors were considered, and 200 (7.3 percent of candidates) were recognized. For the full methodology(2) that Forbes developed in partnership with SHOOK Research, please visit https://shookresearch.com/due-diligence/ (1) This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. As your specific needs and circumstances may vary, you are encouraged to conduct your own due diligence. (2) Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.

 

Michael Cooley, CFP®, AIF®

Vice President, Financial Advisor

Michael is a CERTIFIED FINANCIAL PLANNERTM Professional with 18 years' experience in the financial services industry. Prior to joining Coghill Investment Strategies, he spent six years at D.B. Root & Company as a financial advisor and nine years with Federated Investors.

At Coghill Investment Strategies, Michael and Carrie have taken a unique team approach to providing holistic wealth management services, along with active portfolio management to individual investors. "In working together as a team, Carrie and I focus on building better lives for our clients and their families," Michael explains, "Proper planning is one piece of the equation. The other is to provide first-class investment strategies that can ultimately enable our clients to meet their goals."

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In addition to having earned the distinguished CERTIFIED FINANCIAL PLANNER™ certification, Michael possesses an Accredited Investment Fiduciary® designation, which furthers his commitment to implementing proper fiduciary practices, policies and procedures. He also holds FINRA Series 7 and 66 securities registrations with Commonwealth Financial Network.

Michael graduated from Robert Morris University with a finance degree and earned a Financial Planning Certificate from Duquesne University. For the past several years, Michael has been recognized as a *5-Star Wealth Manager by Pittsburgh Magazine (results compiled by Crescendo Business Service, a national independent research firm).

He and his wife, Lori, are the proud parents of three children, Ethan, Nora, and Ronan. Although the financial planning profession requires long hours, when Michael does have down time, his top priority is to spend time with his family. Michael’s other interests include running and an occasional round of golf.

FIVE STAR: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations.  2,671 Philadelphia wealth managers were considered for the award; 693 (26 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Shana Bielich, CFP®

Financial Planning Associate

Shana plays a vital role in conjunction with Carrie and Michael’s advisory team. She assists with the creation of financial plans, retirement projections, and reporting, as well as interacting with clients and helping to meet their needs. Shana is a Registered ParaplannerSM and a CERTIFIED FINANCIAL PLANNER™ practitioner. She also holds FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network®. Shana is detailed, organized, and attentive to client needs and expectations.

Prior to joining Coghill Investment Strategies, Shana worked at Federated Investors for more than 10 years. After receiving a business communications degree from Carlow University, she worked in Federated’s sales division as a product marketing team leader. This path led to promotions as senior marketing communications specialist and marketing manager. Shana's past experience had been primarily supporting Federated’s product lines and sales efforts; however, her interest lies in working with individual investors.

In addition to her role here at CIS, Shana serves as treasurer and board member for the Center for Theater Arts and is a member of Robert Morris’s Women’s Leadership Advisory Council. When Shana is not working, she enjoys traveling and working on her golf game.

Mark Capobres, ChFC®, CRC®

Financial Advisor

Mark serves as a financial advisor, assisting with model management, research, and analysis, and individual stock monitoring and reporting. He conducts client meetings and manages client relationships, helping clients achieve their financial goals. Mark is a licensed insurance agent, holds FINRA Series 6, 63, and 65 securities registrations through Commonwealth Financial Network® and is a Certified Retirement Counselor®.  Mark also has obtained a Chartered Financial Consultant® (ChFC®) designation.

Prior to joining Coghill Investment Strategies, Mark worked with Nationwide Financial as a retirement specialist for more than 13 years. He also spent six years at Federated Investors as a relationship manager. Mark graduated from Washington and Jefferson College majoring in art history and business.

Mark and his wife, Nicole, are the proud parents of two children, Anna and Ethan.

Kristen Hemmings, RP®

Operations & Client Service Manager

Kristen oversees all operations at Coghill Investment Strategies. She focuses on the integration of the technical/operational functions with the overall client experience. Kristen has her FINRA Series 7, 24, and 63 securities registrations through Commonwealth Financial Network® and a BA in public relations. She is also a Registered ParaplannerSM.

Prior to joining Coghill Investment Strategies, Kristen worked for the Bank of New York Mellon in its Wealth Management group. As a regional supervisor, she supervised the securities licenses of Registered Representatives all over the country and ensured they were compliant with all securities regulations. Before BNY Mellon, Kristen worked at the Pittsburgh-based firm, Allegheny Financial Group, where she managed the operations staff and worked with a team of more than 50 advisors.

Kristen serves as the Pittsburgh event committee chair of 2020 Women on Boards, a national organization dedicated to increasing the percentage of female talent on Fortune 1000 corporate boards. She is active with the Women's Leadership Council of the United Way, His Place Community Center, and World Vision. Kristen lives in the north hills of Pittsburgh with her husband, Brad, and their young sons, Oliver and Ellis.