Adam Bergen

Adam Bergen is a Senior Portfolio Analyst and Institutional Client Specialist at Hirtle, Callaghan & Co. since January 2020. Prior experience includes roles at JPMorgan Chase & Co., where responsibilities as a Financial Analyst in Asset & Wealth Management involved managing approximately $1 billion in annual revenue, ensuring accurate financial reporting, and onboarding new client accounts. Earlier, positions at JPMorgan included oversight of collateral and settlement for OTC Cleared Derivatives, as well as an internship focusing on trade validation and financial reporting efficiency. Adam's career began as a Mathematics Tutor at West Chester University of Pennsylvania, where strong student performance was facilitated through personalized support. Adam holds a Bachelor of Science in Finance from West Chester University of Pennsylvania, earned in 2018.