Hirtle, Callaghan & Co.
David Henkel is an experienced investment professional currently serving as an Investment Officer at Hirtle, Callaghan & Co. since August 2020. Prior to this role, David was the President of CM Wealth Advisors from February 2018 to April 2020, and held the position of Director at both The Ancora Group and AB Bernstein from April 2016 to February 2018 and February 2003 to March 2016, respectively. David began their career in the financial sector at Bristol-Myers Squibb as a Product Manager from August 2000 to January 2003. Earlier experience includes serving as Export Manager at Vina Santa Carolina and Public Liaison at the Corporation for National and Community Service. David's academic background includes a Bachelor's Degree in Political Science and Government and an M.B.A. from the University of Michigan, following a high school education at Hawken School.
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Hirtle, Callaghan & Co.
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. As an organization of Chief Investment Officers, Hirtle Callaghan sells no products. Rather, the firm uses collective purchasing power and aggregate expertise to design and manage complete, custom-designed investment programs for family and institutional investors. These programs are executed through best-in-class independent money managers and specialized index funds. Multi-manager hedge fund and private equity pools are included, when appropriate, but without a fund-of-funds fee. Now in its 30th year, Hirtle Callaghan, America’s First Outsourced Chief Investment Officer, supervises over $20 billion of family, endowment, foundation, healthcare and pension assets in 46 states.