Broker Check

Awards and
Recognitions

Coghill Investment Strategies has been recognized within the financial industry for its level of service and commitment to client satisfaction. These recognitions are presented to help clients understand what sets financial advisors apart, as well as provide criteria for what’s important when selecting an advisor.  We are committed to providing industry-leading service and support to all of our clients, and we take pride in the acknowledgement we have received from our clients, peers and industry experts.


For over 100 years, Forbes has been committed to premium journalism, analysis and thought leadership. Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management,  compliance records, industry experience and those that encompass best practices in their approach to working with clients.

Carrie Coghill was recognized as a 2024 Forbes Top Women Wealth Advisor.

2024 Forbes Top Women Wealth Advisors, Best-in-State created by SHOOK. 2024 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. Presented in Feb 2024 based on data gathered from Sept 2022 to Sept 2023. 10,805 advisors were considered, 1,991 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/mr4xedsw.

Forbes-Best-In-State-Advisors-Award


For over 100 years, Forbes has been committed to premium journalism, analysis and thought leadership. Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients.

Carrie Coghill was recognized as a 2022 Forbes Best-In-State Wealth Advisor.

 

2022 Forbes Best-In-State Wealth Advisors. created by Shook Research presented in April 2022. Based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, 6,500 Advisors were recognized. Advisors pay to market this award. Not indicative of Advisor’s future performance. Your experience may vary. Click here for more award information.

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The Pittsburgh Business Times recognizes executives for achievements within their companies and in the community. The Fox Rothschild Outstanding CEOs and Top Executives honors western Pennsylvania’s leading business executives. Winners include CEOs, company presidents and other top officers at both nonprofit and for-profit organizations in the Pittsburgh region. Those chosen for the honor have demonstrated vital leadership and customer service philosophy, outstanding employee relationships, contributions to the community and evidence that they have shaped their company's products or services to help lead their business to success.

Carrie Coghill was recognized as a 2021 Fox Rothschild Outstanding CEO and Top Executive.

2021 Fox Rothschild Outstanding CEOs and Top Executives, created by Pittsburgh Business Times. Presented in July 2021. This distinction recognizes business executives in the Pittsburg region. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the Advisor. Click here for more award information.


Five Star Professional conducts market research to define and promote professional excellence. The Five Star designation assists consumers in selecting a service professional based on an objective research methodology tailored to the specific profession. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.

  • Carrie Coghill: 2012-2024 Five Star Wealth Manager Award recipient
  • Michael Cooley: 2012-2024 Five Star Wealth Manager Award recipient
  • Shana Bielich: 2020-2024 Five Star Wealth Manager Award recipient

2012-2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in June 2024 based on data gathered gathered within 12 months preceding the issue date. 1,841 wealth managers were considered; 231 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of Advisor’s future performance. Your experience may vary. For more information visit www.fivestarprofessional.com

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The Pittsburgh Business Times created The Fast 50  to recognize privately-held companies that have experienced exceptional growth. The Fast 50  designates the 50 private companies that were the fastest-growing in the region, ranked by percentage of growth in revenue over the most recent three years. The Fast 50 includes firms in real estate, online sales, health care, automotive, finance, engineering, manufacturing, tech services, logistics, construction and more.

2021 Fast 50 Fastest-Growing Companies, created by the Pittsburgh Times presented in August 2021. This distinction is based on 2018-2020 revenue growth of companies in the Pittsburgh region. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the Advisor. Click here for more award information.

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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. These awards have been presented by the Pittsburgh Business Times since 2009.

2016 BusinessWomen First Award, created by Pittsburgh Business Times. This award is based on business growth, professional, and community involvement and not specific to financial services. It does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.

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Once again, Carrie Coghill is proud to have been recognized as a Chairman’s Level advisor for 2022—a distinction based on annual productivity that places her among the top 4 percent of advisors affiliated with former broker/dealer, Commonwealth Financial Network.®. Carrie has been a Chairman’s level advisor since 2004, the inaugural year of the designation

Chairmains Level Commonwealth Financial Network, Each year, Commonwealth, a Coghill Investment Strategies partner, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

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