At this breakfast, Carrie will be sharing her best leadership content. You will also have an opportunity to ask Carrie questions and interact with her.

Carrie’s Bio:

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.

Industry Honors

 America’s Top Women Wealth Advisors

Forbes Magazine – 2017

 2017 “FIVE STAR Professional” Wealth Manager

Pittsburgh Magazine ‐ 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017

 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

Six PPG Place 412.575.5900 (p)

Suite 730 412.575.5903 (f)

Pittsburgh, PA 15222

 2011 America’s Top 50 Independent B/D Women Advisors

Registered Rep Magazine – 2012

 America’s Top 100 Independent B/D Advisors

Registered Rep Magazine ‐ 2010, 2011

 2010 Barron’s Top 1,000 Advisors: State‐by‐state round‐up (28th in Pennsylvania)

Barron’s Magazine – 2010

 America’s Top 100 Financial Advisors

Barron’s Magazine ‐ 2004, 2005, 2006, 2007, 2008, 2009, and 2010

 “Winner’s Circle” member (since 2005)

Research Magazine

 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

 Regular contributor to Wall Street Week, an online publisher of investment news from nationally recognized

financial advisors

 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,, Pittsburgh Magazine, Woman’s Day, and Working Mother.

Recurring contributor to Physician’s News Digest