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.
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. For important award disclosure information, please click here. She has also authored two books, and is a regular contributor on CNBC, along with other local and national programs. Learn more about Carrie and her team at www.coghillstrategies.com.