In this episode of the L3 Leadership Podcast, you’ll hear an interview with Carrie Coghill, CEO of Coghill Financial Investments, about finance, sales, women in leadership, and the importance of having an opinion.
Connect with Carrie:
Links in this Episode:
- Register for our L3 Breakfast with Carrie Coghill on September 23rd!
- Carrie’s Book: What’s Your Investing IQ? (Affiliate link)
- Carrie’s Book: The Newlyweds Guide to Investing and Personal Finance (Affiliate Link)
- 7 Habits of Highly Effective People (affiliate link)
- The Power of Now (Affiliate link)
- Daring to be Yourself (Affiliate link)
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.
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 intelligently, 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 of 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.
Key Takeaways:Know your stuff, speak up, and be persistent. -Carrie CoghillClick To Tweet You are responsible for your development. Be your own advocate. -Carrie CoghillClick To Tweet Having opinion matters. Voice it. -Carrie CoghillClick To Tweet
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