Your Knowledgeable
    and Dedicated Team

    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 Team

     
    Carrie-Coghill-Headshot

    Carrie Coghill,
    CFP®, AIF®

    President/CEO

    Michael-Cooley-Headshot

    Michael Cooley,
    CFP®, AIF®

    Vice President
    Financial Advisor

    Shana-Bielich-Headshot

    Shana Bielich,
    CFP®

    Vice President, Financial Advisor
    Director of Wealth Management

    Kristen-Hemmings-Headshot

    Kristen Hemmings,
    FPQP®

    Senior Wealth
    Management Analyst

    Kelli-Coghill-Headshot

    Kelli Coghill

    Communications
    Specialist

    Christian-Miller-Headshot

    Christian Miller,
    FPQP®

    Wealth Management
    Assistant

    Christian-Miller-Headshot

    Anna Grasse

    Senior Wealth
    Management Analyst

    Christian-Miller-Headshot

    Maria Chaghouri

    Client Service
    Associate

     

     

     

    Our Extended Team

    At Coghill Investment Strategies, our wealth management 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.

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    Get to Know Us

    Carrie-Coghill-Headshot

    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.

    She 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 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 concierge-style service model that includes collaborative work with clients’ tax and legal advisors to deliver intelligent, centralized management of their total financial universe. This holistic approach is intuitive for Carrie’s leadership team and drives the culture of the firm’s overall service approach.

    Before 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 has served on the Financial Industry Regulatory Authority’s (FIRNA) Registered Financial Professional Working Group Committee. A seat at this table granted her voice and influence over how the industry is regulated to protect investors and provide investment professionals with an affiliation designed to enhance their business.

    Carrie has brought invaluable perspective to her client work through diverse community commitments such as serving on the Board of Trustees for Robert Morris University as Vice-chair and on the Board of Trustees for the Magee-Womens Research Institute and Foundation where she served in the Chair position for 7 years. Additionally, Carrie is also a trustee for The Andy Warhol Museum and past Board of Trustee member for the Carnegie Museums of Pittsburgh. In 2015, Carrie brought the 2020 Women on Boards initiative to Pittsburgh, a national organization dedicated to increasing the percentage of female talent on Fortune 1000 corporate boards.

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    Once again, Carrie Coghill is proud to have been recognized as a Chairman’s Level advisor for 2021—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.

    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.

    Read what matters most to me and how it enriches my work for our clients.

    Industry Honors

    • 2022 #5 Best-in-State Wealth Advisors, Forbes Magazine – 2018-2022
    • America’s Top Women Wealth Advisors, Forbes Magazine – 2017, 2018, 2020, 2021
    • 2022 FIVE STAR Professional Wealth Manager by Pittsburgh Magazine(2009-2022) and The Wall Street Journal Pittsburgh Magazine (2019)
    • Outstanding CEO Award, 2021 Fox Rothschild Outstanding CEOs and Executives, Pittsburgh Business Times
    • Fastest Growing Company Pittsburgh Business Times – 2014, 2021
    • Catalyst Award Winner, Invest in Others – 2018
    • Business Women First Award, Pittsburgh Business Times – 2009, 2016
    • Chairman’s Level Advisor, Commonwealth Financial Network®, 2004-2022
    • Featured in the book The Winner's Circle IV: Wealth Management Insights From America's Best Financial Advisors

    Media and Public Engagements

    • Regular panelist on “Around the Table with Stacy Smith",  airing on CBS-Pittsburgh streaming.
    • 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
    • Frequent public speaking engagements for thought leadership presentations regarding the wealth management industry, education, and community investment
    • A 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.

    Community Service and Professional Memberships

    • Magee-Womens Research Institute and Foundation - Board of Directors. Served as Chair of the Board for 7 years
    • The Andy Warhol Museum – Board Member
    • Past member of the Robert Morris University – Board of Trustees. Served for 13 years, 6 years as Vice-Chair
    • Co-Founder of Robert Morris University’s Women’s Leadership and Mentorship Program
    • Past -Carnegie Museums of Pittsburgh – Trustee
    • United Way Women’s Leadership Council
    • 2020 Women on Boards, now 50/50 Women on Boards
    • International Women’s Forum – Member

    Education/Industry Certifications

    • 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 their 2009 Heritage Award
    • CERTIFIED FINANCIAL PLANNERTM Practitioner
    • ​Accredited Investment Fiduciary Professional

     

    Authored Books

    • What's Your Investing IQ?
    • The Newlyweds' Guide to Investing & Personal Finance

     

    Forbes.com (February, 2022) Forbes America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s Research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

    The Five Star Award is 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. 1,779 Pittsburgh-area wealth managers were considered for the award; 248 (14% of candidates) were named 2022 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 Network®, Member FINRA/SIPC

    Michael-Cooley-Headshot

    Michael Cooley, CFP®, AIF®

    Partner, Vice President & Financial Advisor

    Michael’s approach to providing holistic wealth management services includes active portfolio management and extends to comprehensive wealth management. "Our team is focused on building better lives for our clients and their families," Michael explains. "Proper wealth planning and coordination is one piece of the equation. The other is to provide customized, tax-efficient investment strategies that can ultimately enable our clients to meet their goals."

    Michael began his career with Federated Investors and went on to serve at D.B. Root & Company as a Financial Advisor. He graduated from Robert Morris University with a finance degree before completing 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 byPittsburgh Magazine.

    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 over 25 years of experience in the financial services industry to CIS clients.

    Read what matters most to me and how it enriches my work for our clients.

    Industry Honors

    • 2022 FIVE STAR Professional Wealth Manager - Pittsburgh Magazine – 2012-2022 Forbes Magazine - 2019
    • Fastest Growing Company Pittsburgh Business Times – 2014, 2021

     

    Community Service

    • Past Board Member at Economics Pennsylvania
    • Miracle League of the South Hills, Volunteer
    • Bethel Park Hockey Boosters, Vice President

    Education/Industry Certifications

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

    The Five Star Award is 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. 1,779 Pittsburgh-area wealth managers were considered for the award; 248 (14% of candidates) were named 2022 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 Network®, Member FINRA/SIPC

    Shana-Bielich-Headshot

    Shana Bielich, CFP®

    Partner, Vice President, Financial Advisor, & Director of Wealth Management

    Shana provides holistic wealth management services to clients that includes active, personalized portfolio management. "Working together as a team at CIS, we focus on building better lives for our clients and their families," Shana 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."

    In addition to having earned the distinguished CERTIFIED FINANCIAL PLANNER™ certification, and Five Star Professional status, she holds FINRA Series 7 and 63 securities registrations with Commonwealth Financial Network®. Diverse experience on esteemed community and industry boards provides invaluable education and perspective that Shana brings to her work with clients seeking guidance around comprehensive life and wealth management priorities.

    After receiving a business communications degree from Carlow University, Shana spent more than 10 years with Federated Investors. During her time at Federated, she was exposed to a diverse mix of the financial services industry. Serving as a Product Marketing Team Leader, she was then promoted to a Senior Marketing Specialist and Marketing Manager, gaining 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 clients for highly personalized service.

    Shana is a frequent guest on the financial television program, “Around the Table with Stacy Smith” courtesy of KDKA-TV, steaming on CBS-Pittsburgh. She is also a go-to financial expert for many media outlets.

    Read what matters most to me and how it enriches my work for our clients.

    Education/Industry Honors and Certifications

     

    • 2022 FIVE STAR Professional Wealth Manager by Pittsburgh Magazine (2020-2022) and The Wall Street Journal (2020)
    • Fastest Growing Company Pittsburgh Business Times – 2014, 2021
    • CERTIFIED FINANCIAL PLANNERTM Practitioner
    • FINRA Series 7 and 63
    • Financial Planning Certificate from Duquesne University
    • Bachelor’s degree from Carlow University majoring in business communications

     

    Community Service

     

    • Board of Directors for the Financial Planning Association, Pittsburgh Chapter. Shana recently finished a five-year term as President.
    • Member of the United Way of Southwestern Pennsylvania’s Women’s Leadership Council.
    • Former Board member and Treasurer of the Center for Theater Arts, Mt. Lebanon, PA
    • Former Committee member of Women’s Leadership and Mentorship Program, Robert Morris University

       

    The Five Star Award is 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. 1,779 Pittsburgh-area wealth managers were considered for the award; 248 (14% of candidates) were named 2022 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 Network®, Member FINRA/SIPC

    Kristen-Hemmings-Headshot

    Kristen Hemmings, FPQP®

    Senior Wealth Management Analyst

    As a Senior Wealth Management Analyst at Coghill Investment Strategies, Kristen plays a vital role in conjunction with the firm’s advisory team. She assists with the creation of financial plans, retirement and college projections, tax and insurance planning, and other wealth management deliverables that help to meet client goals and objectives. 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 Professional TM 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 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. Kristen is active with the Women’s Leadership Council of the United Way and serves on the C.A.R.E. committee. At Hello Neighbor, a nonprofit who welcomes and resettles refugees to Pittsburgh, she serves on the board of directors and is the Chair of the Young Professional Board. Kristen lives in the north hills of Pittsburgh with her husband, Brad, and their sons, Oliver, Ellis, and Niko.

    Read what matters most to me and how it enriches my work for our clients.

    Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC.

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    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.”

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    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.

    Before joining Coghill Investment Strategies, Christian studied at the University of Pittsburgh where he received a bachelor’s degree 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 Professional® 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.

    Read what matters most to me and how it enriches my work for our clients.

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    Anna Grassel

    Senior Wealth Management Analyst

    Anna joined the company in 2022 and serves as Senior Wealth Management Analyst. In her role at CIS, Anna works directly with firm partner and Lead Advisor, Shana Bielich to prepare and implement financial plans, closely monitor investment planning and portfolio analysis, actively participate in client meetings and help our team maintain meticulous client service standards on a daily basis. Her natural strengths in both communication skills and analytical thinking helps to deliver highly personalized client service that we consider a hallmark of our firm. Prior to joining the team at Coghill, Anna served as Senior Internal Regional Consultant for Federated Hermes where she partnered with large brokerage institutions and independent firms to find the best financial solutions for clients. Much of her past experience included analysis of portfolio composition and asset allocation – using analytics to tell a relatable story for clients regarding their investment universe. She earned her securities registrations Series 7 and Series 66 through the Financial Industry Regulatory Authority (FINRA).

    She graduated from Grove City College with a degree in Marketing Management which helped to elevate Anna’s natural talents of relationship management, communication skills and attention to detail. Currently, she serves as Vice President of the Pittsburgh Stock and Bond Association and served as Treasurer for the two years prior. The organization acts as a platform for idea sharing, problem solving and community service for the region’s financial industry leaders. As a previous member of the women’s Pittsburgh LPGA chapter, Anna is an avid golfer.

    Anna resides in Pittsburgh and enjoys golf, skiing, family, collecting vintage postage stamps, as well as volunteering for her hometown library in Delmont to support literacy awareness and education.

    Read what matters most to me and how it enriches my work for our clients.

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    Maria Chaghouri

    Client Service Associate

    Maria has been working with Coghill Investment Strategies since June 2021. In her role, she provides support functions such as preparing and submitting documents, opening new accounts, managing CRM data, preparing reports, and scheduling. Maria earned her bachelor’s degree in business administration with a minor in women and gender studies from Merrimack College. Outside of work, Maria enjoys reading, cooking, spending time in nature, and bonding with her loved ones.