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 in 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 as Vice-chair and is the Chair of the Board for the Magee Women's 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

  • Catalyst Award Winner Invest in Others – 2018

  • Best-in-State Wealth Advisors Forbes Magazine – 2018, 2019

  • America’s Top Women Wealth Advisors Forbes Magazine – 2017, 2018

  • 2019 “FIVE STAR Professional” Wealth Manager in Pittsburgh Magazine & The Wall Street Journal
    Pittsburgh Magazine - 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019. The Wall Street Journal - 2019

  • 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

  • 2010 Barron's Top 1,000 Advisors: State-by-state round-up (28th in Pennsylvania)
    Barron's Magazine – 2010
  • 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
  • Co-hosted the consumer education television show “Financial Planning,” on Pittsburgh's NBC affiliate, WPXI-TV
  • 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.

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

Community Service and Professional Memberships

  • Robert Morris University – Board of Trustees, Vice Chair
  • Magee Women’s Research Institute and Foundation - Board of Directors, Chair
  • Co-Founder of Robert Morris University’s Women’s Leadership and Mentorship Program
  • United Way Women’s Leadership Council
  • 2020 Women on Boards
  • International Women’s Forum – Member

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.

 

 


"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 a 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. 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. “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.  "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.  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. 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. 1,667 Pittsburgh area wealth managers were considered for the award; 251 (15 percent of candidates) were named 2019 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/. The 2019 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 30,000 advisors were considered, and 3,500 (11.6 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available: https://www.forbes.com/sites/rjshook/2019/02/20/forbes-best-in-state-wealth-advisors-methodology-2019/#28ab1d984ed1. 1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. 2Portfolio 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

As a CERTIFIED FINANCIAL PLANNERTM PROFESSIONAL, Investment Adviser Representative of Commonwealth Financial Network® (member FINRA/SIPC, A Registered Investment Adviser), and licensed insurance agent, Michael brings 24 years of experience in the financial services industry to Coghill Investment Strategies.

Michael’s team employs a unique approach to providing holistic wealth management services, including active portfolio management. The team utilizes the firm’s “tactical management” methodology. "In working together as a team, we 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 customized investment strategies that can ultimately enable our clients to meet their goals."

Michael began his career with Federated Investors, where he worked for
before serving at D.B. Root & Company as a Financial Advisor. Michael graduated from Robert Morris University with a finance degree. Post-graduate, Michael completed the Financial Planning Certificate program at Duquesne University. For the past several years, Michael has been recognized as a Five Star “Best in Client Satisfaction” Wealth Manager* by Pittsburgh Magazine.

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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Michael began his career with Federated Investors, where he worked for
before serving at D.B. Root & Company as a Financial Advisor. Michael graduated from Robert Morris University with a finance degree. Post-graduate, Michael completed the Financial Planning Certificate program at Duquesne University. For the past several years, Michael has been recognized as a Five Star “Best in Client Satisfaction” 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 downtime, his top priority is to spend time with his family. Michael’s other interests include running and an occasional round of golf.

Industry Honors

  • 2019 “FIVE STAR Professional” Wealth Manager**
    Pittsburgh Magazine – 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019. Forbes Magazine - 2019

  • Fastest Growing Company Pittsburgh Business Times - 2014

Education/Industry Certifications

  • Bachelor's degree from Robert Morris University, majoring in finance
  • CERTIFIED FINANCIAL PLANNERTM Practitioner
  • Accredited Investment Fiduciary® Professional
  • FINRA Series 7 & 66
  • Financial Planning Certification from Duquesne University

Community Service

  • Past Board Member at Economics Pennsylvania
  • Miracle League
  • Social Media Thought Leader

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. 1,667 Pittsburgh area wealth managers were considered for the award; 251 (15 percent of candidates) were named 2019 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. Securities and Advisory Services offered through Commonwealth Financial NetworkÒ, Member FINRA/SIPC, a Registered Investment Adviser. Fastest growing private companies ranked by revenue growth 2011-2013. Information on the list was supplied by individual companies and could not be independently verified by the Pittsburgh Business Times.

Shana Bielich, CFP®

Financial Advisor

Shana’s client relationships focus on providing solutions for complex wealth management situations and implementing strategies designed to meet specific client objectives.   She is responsible for implementing and monitoring investment strategies as well as advising on complex financial planning matters including deferred comp and stock options. Shana is a CERTIFIED FINANCIAL PLANNERTM and also holds FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network®. 

After receiving a business communications degree from Carlow University, she spent over 10 years with Federated Investors.  During her time at Federated, she was exposed to a diverse mix of the financial services industry.  She served as a Product Marketing Team Leader which led to a promotion to a Senior Marketing Specialist and Marketing Manager.  In this role, Shana gained a vast knowledge of investment management products and the capital markets.  In 2010, Shana joined the CIS team where she has put her knowledge to work directly with investors. 

In addition to her role here at CIS, Shana is the president of the Financial Planning Association of Pittsburgh. She is active with Habitat for Humanity and recently traveled to Malawi, Africa to build homes. Shana enjoys traveling and working on her golf game.

Kristen Hemmings, FPQP®

Wealth Management Associate

Kristen plays a vital role in conjunction with the firm’s advisory team. She assists with the creation of financial plans, retirement projections, and other reporting as well as interacting with clients and helping to meet their needs. Kristen’s operational expertise is often a benefit to the firm as well. She has her FINRA Series 7, 63, and 24 registrations with Commonwealth Financial Network and has a B.A. in Public Relations from Capital University. She is also a Financial Paraplanner Qualified ProfessionalTM and a member of the Financial Planning Association of Pittsburgh.

Prior to joining Coghill Investment Strategies, Kristen worked for The Bank of New York Mellon in their 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 over 50 advisors.

For the past four years, Kristen served as the Pittsburgh Event Chair for the National Conversation on Board Diversity, an event of 2020 Women on Boards, a national organization dedicated to increasing the percentage of female talent on Fortune 1000 and Russell 3000 corporate boards. A 2017 ATHENA Young Professional award nominee and 2018 Junior Achievement Inspiring Success finalist, Kristen is active with the Women’s Leadership Council of the United Way, His Place Community Center, and World Vision. She leads the drama team at Bellevue Christian Church, is active with their Children’s Ministry, and serves on the Steering Committee for the Greater Pittsburgh Community Leaders Prayer Breakfast.  Kristen lives in the north hills of Pittsburgh with her husband, Brad, and their young sons, Oliver & Ellis.

Kelli Coghill

Communications Specialist

Kelli provides operational support for the financial advisors at Coghill Investment Strategies. She interfaces with clients, ensuring every client experience is a positive one and is responsible the firm’s marketing, public relations, and communications strategies. She also manages all client requests for money movement in and out of the firm. 

Prior to joining Coghill Investment Strategies, Kelli worked at the Savvy Group, a Pittsburgh marketing agency, as an assistant account manager. In that role, Kelli partnered with clients on special events, project management, media relations, community outreach program development and execution, video production and design.

Kelli is a graduate of Marymount Manhattan College and has had her research published in the college textbook  “Negotiating Group Identity in the Research Process.”

Christian Miller, FPQP®

Wealth Management Assistant

Christian joined the company in January of 2019 and serves as a Wealth Management Assistant. In this role, he works in conjunction with the firm's advisory team assisting with financial projections, goal plans, and reporting as well as interacting with clients and helping to meet their needs. In addition, Christian is responsible for much of the analysis and tracking of the firm’s portfolio models as well as monitoring the performance of individual client accounts.

Prior to joining Coghill Investment Strategies, Christian studied at the University of Pittsburgh where he received a Bachelor’s of Science in Business Administration. He received majors in Accounting, Finance, and Business Information Systems and earned 150 credits to qualify to sit for the Pennsylvania CPA examination. While he was in school, Christian also passed his Financial Paraplanner Qualified ProfessionalTM examination. In addition to his studies, Christian gained experience from working in various industries during his time at Pitt. He worked for two years at the University of Pittsburgh’s Small Business Development Center where he consulted for business owners in the greater Pittsburgh area. In addition to his consulting work, Christian spent a year as the only intern at Avison Young’s Pittsburgh office where he performed market research for an established company that was new to the Pittsburgh region. During his senior year, he worked part-time at BPU Investment Management where he worked closely with their advisors and realized his passion for the industry.

Outside of work, Christian enjoys giving back to the community through the Boys and Girls Club of America and various service-oriented opportunities through his church.