On the Forbes List
Friday, March 10, 2017
Alumna and RMU Board of Trustees Vice Chair Carrie Coghill '08 has been named to the Forbes Top Women Wealth Advisors list. The CEO and president of Coghill Investment Strategies in downtown Pittsburgh is listed at No. 118 of the top 200 female wealth advisors in the country.
Rankings are based on a variety of criteria, according to Forbes, including revenue trends, assets under management, and industry experience. The top 200 were chosen from a field of 2,723 women financial advisors.
Coghill's three-decade career in finance began at Shearson Lehman Brothers, after she earned an associate's degree in financing at community college. She co-founded D.B. Root & Co. and then founded Coghill Investment Strategies, and has written two books on investing and appears regularly on CNBC. In 2008, she earned a bachelor's in organizational studies from RMU. She is the winner of the 2009 Alumni Heritage Award for distinguished service and accomplishment.
“We have always been focused on achieving positive outcomes for our clients," Coghill said. "To receive industry recognition for that objective is extremely satisfying.”