For over 100 years, Forbes has been committed to premium journalism, analysis and thought leadership. Forbes' rankings, developed by SHOOK Research, are the only advisor rankings with a focus on quality, including interviewing advisors in-person, virtually and by telephone. Unlike other advisor rankings, SHOOK is not a “robo-ranker.” Numbers such as production and assets don’t tell the whole story, especially when much of the data is self-reported. SHOOK Research creates rankings of role models—advisors that are leading the way in offering best practices and providing a high-quality experience for clients.
2021 Forbes Top Women Wealth Advisors, created by SHOOK Research, 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, assets under management, 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. Presented in March 2021 based on data gathered from Sept 2019 to Sept 2020. 9,785 Advisors were considered, 1,000 advisors were recognized. SHOOK does not receive a fee in exchange for rankings. Advisors pay a fee to utilize marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
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.
2022 Forbes Best in State 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.
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.
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.
2012-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in June 2022 based on data gathered between May 2021 and February 2022. 1,779 wealth managers were considered; 252 were named. The Five Star organization does not receive a fee in exchange for rankings. Advisors pay a fee to be able to utilize marketing materials. Not indicative of Advisor’s future performance. Your experience may vary. For more information visit www.fivestarprofessional.com
The Pittsburg 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 Pittsburg Times presented in August 2021. This distinction is based on 2018-2020 revenue growth of companies 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.
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 Business Women First Award by Pittsburgh Business Times recipient 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. This recognition isn't specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any of their accounts.
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 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.