Denver – Hirtle Callaghan. Contact Us Login. Who We Are Who We Serve Leadership Talent News & Research. 300 Barr Harbor Drive. Fifth Floor. West Conshohocken, PA 19428. Who We Are. Investment Leadership Award. Who We Serve. Hirtle, Callaghan & Co. manages $18.1 billion and provides investment advisory services for 2,379 clients (1:53 advisor/client ratio). Hirtle, Callaghan & Co. Visit Site 610-828-7200 add_a_photo Overall info 5.0 Year Registered 1988 Disciplinary Alerts 0 Conflict Alerts warning 3 Is this your firm? Become a Mission Supporter Firm informationReport of Independent Registered Public Accounting Firm . To the Board of Trustees of . The Hirtle Callaghan Trust: We have examined management’s assertion, included in the accompanying Management Statement Regarding Compliance with Certain Provisions of the Investment Company Act of 1940, that The Growth Equity Portfolio, The Value Equity Portfolio, The Institutional Growth Equity Portfolio ... Hirtle, Callaghan & Co. | 6,495 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. Hirtle Callaghan Absolute Return Offshore Fund Ltd: 2012-03-29 51.5: PE: Hirtle Callaghan Private Equity Fund III LP: 2012-03-29 2.2: PE: Hirtle Callaghan Private Equity Fund II LP: 2012-03-29 2.0: PE: Hirtle Callaghan Private Equity Fund IV LP: 2012-03-29 5.4: PE: Hirtle Callaghan Private Equity Fund LPDirector at Hirtle, Callaghan & Co. Conshohocken, PA. Connect Susan H. McEvoy, CFP® Managing Director, Member of Management Committee at Hirtle, Callaghan & Co. ...Aug 22, 2023 · The headquarters of Hirtle, Callaghan & Co. is 300 Barr Harbor Drive, Fifth Floor. West Conshohocken, PA 19428-2998. Hirtle, Callaghan & Co. currently serves clients in the following states: AL, AK, AZ, CA, CO, CT, DE, DC, FL, GA, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MT, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, VA, WA, WY. The most common Hirtle, Callaghan & Co. email format is [first_initial] [last] (ex. [email protected]), which is being used by 94.9% of Hirtle, Callaghan & Co. work email addresses. Other common Hirtle, Callaghan & Co. email patterns are [first]. [last] (ex. [email protected]). Hirtle Callaghan further represents that it is subject to a written code of ethics complying with the requirements of Rule 204-A-1 under the Investment Advisers Act (“Hirtle Callaghan’s Integrity Policy”), compliance procedures required by Rule 206(4)-7 under the Investment Advisers Act, and Rule 38a-1 under the Investment Company Act and ...Hirtle, Callaghan & Co. | 6,400 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Hirtle, Callaghan & Co. | 6,388 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Founded in 1988, Hirtle is an established company that loves to hire graduates from Drexel University, with 19.0% of its employees having attended Drexel University. Hirtle has established itself as a great place to work in Pennsylvania, and it is number 12 on Zippia's list of Best Companies to Work for in Conshohocken, PA .Hirtle, Callaghan & Co. | 6,423 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Portfolio Manager at Hirtle, Callaghan & Co. Denver, CO. Connect Wayne A. Brown Jr. Wayne, PA. Connect Claudia Ranieri Legal and Compliance Associate ... Hirtle Callaghan also established several private investment vehicles for which it or a related person serves as general partner and/or investment manager. As of December 31, 2022, Hirtle Callaghan managed approximately $18,108,704,692 on a discretionary basis and approximately $3,656,497 on a non-discretionary basis.Hirtle Callaghan Absolute Return Offshore Fund Ltd: 2012-03-29 51.5: PE: Hirtle Callaghan Private Equity Fund III LP: 2012-03-29 2.2: PE: Hirtle Callaghan Private Equity Fund II LP: 2012-03-29 2.0: PE: Hirtle Callaghan Private Equity Fund IV LP: 2012-03-29 5.4: PE: Hirtle Callaghan Private Equity Fund LPAmerica's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. As an organization of Chief Investment Officers, Hirtle Callaghan sells no products.Hirtle, Callaghan & Co. | 6,400 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. Corporation for National and Community Service. Oct 1993 - Oct 19952 years 1 month. Washington D.C. Metro Area.Hirtle, Callaghan & Co. | 6,698 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Hirtle, Callaghan & Co. | 6,336 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Hirtle, Callaghan & Co., LLC is a business that has its headquarters in Conshohocken, PA. The company has offices in seven locations and a total of 100 employees. It oversees $18 billion in assets under management among its 2,379 client accounts, placing it among the largest financial advisory firms in the United States by assets under management.Hirtle, Callaghan & Co. | 6,403 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Hirtle, Callaghan & Co. is an Investment Management, Brokerage, and Management Consulting company located in Conshohocken, Pennsylvania with $15.00 Million in revenue and 148 employees. Find top employees, contact details and business statistics at RocketReach.Hirtle, Callaghan & Co. | 6,432 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. The most common Hirtle, Callaghan & Co. email format is [first_initial] [last] (ex. [email protected]), which is being used by 94.9% of Hirtle, Callaghan & Co. work email addresses. Other common Hirtle, Callaghan & Co. email patterns are [first]. [last] (ex. [email protected]).The estimated total pay for a Portfolio Management Analyst at Hirtle Callaghan is $112,371 per year. This number represents the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. The estimated base pay is $89,337 per year.Hirtle, Callaghan & Co. Jul 2017 - Present6 years 3 months. West Conshohocken, PA. Hirtle Callaghan was founded in 1988 to serve solely as an outsourced Chief Investment Officer and investment ...Hirtle Callaghan further represents that it is subject to a written code of ethics complying with the requirements of Rule 204-A-1 under the Investment Advisers Act (“Hirtle Callaghan’s Integrity Policy”), compliance procedures required by Rule 206(4)-7 under the Investment Advisers Act, and Rule 38a-1 under the Investment Company Act and ...Hirtle, Callaghan & Co. | 6,386 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. In August 2019, Stephen Vaccaro, Yale MBA ‘03, became the director of private equity at Hirtle, Callaghan & Co., LLC (HC), a leading investment management firm associated with pioneering the outsourced chief investment office (OCIO) model for college endowments, foundations, and wealthy families. Hirtle, Callaghan & Co. Mar 2005 - Present18 years 6 months. Philadelphia headquarters - Southeast Territory. Hirtle Callaghan serves as an Outsourced Chief Investment Officer for more than 300 ...Dec 2014 - Apr 20172 years 5 months. 114 west 47th Street, New York NY.The Trust is an open-end, diversified, series, management investment company registered under the Investment Company Act of 1940, as amended (“Investment Company Act”). Hirtle, Callaghan & Co., Inc. (“Hirtle Callaghan”) serves as the overall investment adviser to the Trust.51 to 200 Employees. Type: Company - Private. Industry: Investment & Asset Management. Revenue: $5 to $25 million (USD) Competitors: Unknown. Once you have some serious money, you have to get over the hurdle of figuring out how to keep it, and that's where Hirtle, Callaghan & Co. hurtles into the picture. We are thrilled that Dan is joining our team," added Jon Hirtle, co-founder and Executive Chairman of Hirtle Callaghan. About Hirtle Callaghan Hirtle Callaghan is a 21st century, global investment ...Hirtle, Callaghan & Co. | 6,328 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. Aug 22, 2023 · The headquarters of Hirtle, Callaghan & Co. is 300 Barr Harbor Drive, Fifth Floor. West Conshohocken, PA 19428-2998. Hirtle, Callaghan & Co. currently serves clients in the following states: AL, AK, AZ, CA, CO, CT, DE, DC, FL, GA, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MT, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, VA, WA, WY. Hirtle, Callaghan & Co. | 6,700 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.HIRTLE, CALLAGHAN & CO., LLC Customer Relationship Summary – March 31, 2022 Hirtle, Callaghan & Co., LLC (the “Firm” or “Hirtle Callaghan”) is registered with the U.S. Securities and Exchange Commission (“SEC”) as an investment adviser. Brokerage and investment advisory services and fees differ and it is Hirtle, Callaghan & Co. | 6,495 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Hirtle, Callaghan & Co. | 6,407 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Hirtle, Callaghan & Co. Mar 2005 - Present18 years 6 months. Philadelphia headquarters - Southeast Territory. Hirtle Callaghan serves as an Outsourced Chief Investment Officer for more than 300 ... Company Description: If your organization doesn't need its own chief investment officer, Hirtle, Callaghan & Co. can loan you one. The firm provides outsourced investment management services for endowments, foundations, corporation, and wealthy families, and takes pride in its assemblage of independent chief investment officers.Feb 16, 2017 · We are thrilled that Dan is joining our team," added Jon Hirtle, co-founder and Executive Chairman of Hirtle Callaghan. About Hirtle Callaghan Hirtle Callaghan is a 21st century, global investment ... Bill is a Director at Hirtle Callaghan & Co. and co-leads the Family Portfolio Management Group for the firm. As a Senior Portfolio Manager, Bill is an expert in investment planning, asset ... Hirtle, Callaghan & Co. | 6,514 من المتابعين على LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Hirtle, Callaghan & Co. | 6,388 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Established in 1988, Hirtle Callaghan & Co. is a West Conshohocken, Pennsylvania based investment management firm. The firm acts as an outsourced Chief Investment Officer and investment department serving family groups and institutions in the public equity, hedge funds, financial risk, operating risk, constituency risk, fixed income, and ... Hirtle Callaghan was founded in 1988 to serve solely as an outsourced Chief Investment Officer and investment staff to institutions and families. As America's First Outsourced CIO, we have ... The Hirtle, Callaghan & Co. mobile phone application enables authorized users to access portfolio data in a simple, elegant interface. Requirements: You need to be an HCPortal user that has been authorized for phone application. If you would like to request access, please contact your designated Hirtle Callaghan primary contact.The Hirtle, Callaghan & Co. mobile phone application enables authorized users to access portfolio data in a simple, elegant interface. Requirements: You need to be an HCPortal user that has been authorized for phone application. If you would like to request access, please contact your designated Hirtle Callaghan primary contact.A seven-person advisory team has left Wells Fargo’s Abbot Downing unit to join Hirtle Callaghan, a Philadelphia-based registered investment advisor that manages $17.8 billion in client assets ...Hirtle, Callaghan & Co. is an Investment Management, Brokerage, and Management Consulting company located in Conshohocken, Pennsylvania with $15.00 Million in revenue and 148 employees. Find top employees, contact details and business statistics at RocketReach. As a Director with Hirtle Callaghan’s Minneapolis office, I am passionate about helping… | Learn more about John C. Fabie, CIMA®'s work experience, education, connections & more by visiting ...Hirtle, Callaghan & Co. | 6,688 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Add to cart. In August 2019, Stephen Vaccaro, Yale MBA ‘03, became the director of private equity at Hirtle, Callaghan & Co., LLC (HC), a leading investment management firm associated with pioneering the outsourced chief investment office (OCIO) model for college endowments, foundations, and wealthy families. Vaccaro, who would work under the ...Portfolio Manager at Hirtle, Callaghan & Co. Denver, CO. Connect Fred Nieuwland Chief Investment Officer bij Mars, Inc. Veghel. Connect Will Braman Senior Investment Advisor at Ballentine Partners ... The Trust is an open-end, diversified, series, management investment company registered under the Investment Company Act of 1940, as amended (“Investment Company Act”). Hirtle, Callaghan & Co., Inc. (“Hirtle Callaghan”) serves as the overall investment adviser to the Trust.Hirtle, Callaghan & Co. | 6,400 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Feb 16, 2017 · We are thrilled that Dan is joining our team," added Jon Hirtle, co-founder and Executive Chairman of Hirtle Callaghan. About Hirtle Callaghan Hirtle Callaghan is a 21st century, global investment ... Hirtle, Callaghan & Co. | 6,688 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Hirtle, Callaghan & Co. | 6,378 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its...Hirtle, Callaghan & Co. | 6,698 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. Aug 22, 2023 · The headquarters of Hirtle, Callaghan & Co. is 300 Barr Harbor Drive, Fifth Floor. West Conshohocken, PA 19428-2998. Hirtle, Callaghan & Co. currently serves clients in the following states: AL, AK, AZ, CA, CO, CT, DE, DC, FL, GA, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MT, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, VA, WA, WY. Corporation for National and Community Service. Oct 1993 - Oct 19952 years 1 month. Washington D.C. Metro Area.Hirtle, Callaghan & Co. | 6,327 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. The OCIO model today—and how it evolved over time. Hirtle Callaghan’s growth over the years—and how their focus on organic growth fostered such incredible success. The jump from $1B in AUM ...Investors became enamored by the profit potential of a new technology. Fortunes were being made... It was an honor for Hirtle Callaghan to play an integral role in Women in Investing Network’s event, Women in the C-Suite.... Downhill skiers intuitively understand the fall line. Portfolio Manager at Hirtle, Callaghan & Co. Denver, CO. Connect Fred Nieuwland Chief Investment Officer bij Mars, Inc. Veghel. Connect Will Braman Senior Investment Advisor at Ballentine Partners ... Hirtle Callaghan and Co top competitors are Temple University Fox Fund, Brinker Capital and Glenmede Investment Management and they have annual revenue of $26.3M and 107 employees.Hirtle, Callaghan & Co. | 6,372 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Is Hirtle Callaghan a good company to work for? Hirtle Callaghan has an overall rating of 3.0 out of 5, based on over 20 reviews left anonymously by employees. 44% of employees would recommend working at Hirtle Callaghan to a friend and 50% have a positive outlook for the business.51 to 200 Employees. Type: Company - Private. Industry: Investment & Asset Management. Revenue: $5 to $25 million (USD) Competitors: Unknown. Once you have some serious money, you have to get over the hurdle of figuring out how to keep it, and that's where Hirtle, Callaghan & Co. hurtles into the picture.Hirtle, Callaghan & Co. | 6,380 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Hirtle, Callaghan & Co. | 6,423 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.
Hirtle Callaghan Absolute Return Offshore Fund Ltd: 2012-03-29 51.5: PE: Hirtle Callaghan Private Equity Fund III LP: 2012-03-29 2.2: PE: Hirtle Callaghan Private Equity Fund II LP: 2012-03-29 2.0: PE: Hirtle Callaghan Private Equity Fund IV LP: 2012-03-29 5.4: PE: Hirtle Callaghan Private Equity Fund LP. Controls
Founded Date 1988. Founders Don Callaghan. Operating Status Active. Investor Type Private Equity Firm. Investment Stage Late Stage Venture, Private Equity. Phone Number 800-242-9596. Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. Hirtle Callaghan supervises $17.8 billion in family, endowment, foundation, health care, and pension assets in 46 states. It has an account minimum of $10 million. The firm ranks as the 13th ...Hirtle, Callaghan & Co. is an Investment Management, Brokerage, and Management Consulting company located in Conshohocken, Pennsylvania with $15.00 Million in revenue and 148 employees. Find top employees, contact details and business statistics at RocketReach.Director at Hirtle, Callaghan & Co. | Head of Public Equity Conshohocken, PA. Mary Enger Smith Conshohocken, PA. Andrew Herman Regional Rail Conductor/Engineer Trainee at SEPTA ...Apr 20, 2023 · The OCIO model today—and how it evolved over time. Hirtle Callaghan’s growth over the years—and how their focus on organic growth fostered such incredible success. The jump from $1B in AUM ... Aug 7, 2023 · Hirtle Callaghan's annual revenues are $10-$50 million (see exact revenue data) and has 10-100 employees. It is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry. Hirtle, Callaghan & Co. | 6,315 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.The Hirtle, Callaghan & Co. mobile phone application enables authorized users to access portfolio data in a simple, elegant interface. Requirements: You need to be an HCPortal user that has been authorized for phone application. If you would like to request access, please contact your designated Hirtle Callaghan primary contact. Is Hirtle Callaghan a good company to work for? Hirtle Callaghan has an overall rating of 3.0 out of 5, based on over 20 reviews left anonymously by employees. 44% of employees would recommend working at Hirtle Callaghan to a friend and 50% have a positive outlook for the business.Hirtle, Callaghan & Co. is an Investment Management, Brokerage, and Management Consulting company located in Conshohocken, Pennsylvania with $15.00 Million in revenue and 148 employees. Find top employees, contact details and business statistics at RocketReach.Hirtle, Callaghan & Co. | 6,373 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.51 to 200 Employees. Type: Company - Private. Industry: Investment & Asset Management. Revenue: $5 to $25 million (USD) Competitors: Unknown. Once you have some serious money, you have to get over the hurdle of figuring out how to keep it, and that's where Hirtle, Callaghan & Co. hurtles into the picture.Hirtle, Callaghan & Co. | 6,387 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. Hirtle, Callaghan & Co. Apr 2014 - Present9 years 5 months. Conshohocken, PA. Hirtle Callaghan was founded in 1988 to serve solely as an outsourced Chief Investment Officer and investment staff to ... Hirtle, Callaghan & Co. | 6,337 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.In August 2019, Stephen Vaccaro, Yale MBA ‘03, became the director of private equity at Hirtle, Callaghan & Co., LLC (HC), a leading investment management firm associated with pioneering the outsourced chief investment office (OCIO) model for college endowments, foundations, and wealthy families. Vaccaro, who would work under the guidance of ...Hirtle, Callaghan & Co. | 6,328 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Hirtle, Callaghan & Co. | 6,378 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. .