Richard F. Fonash

Director, Portfolio Manager at Hirtle, Callaghan & Co.

Richard F. Fonash, CFA has over 25 years of experience in the finance industry. Richard F. is currently serving as the Director, Portfolio Manager at Hirtle, Callaghan & Co., where they advise on investment planning, asset allocation, and risk management for institutional clients. Prior to this, they worked at Aberdeen Asset Management Inc. as a Senior Portfolio Manager, responsible for managing multi-asset allocation portfolios and US mutual fund asset allocation products. Richard F. also served as the SVP, Chief Operating Officer/Chief Investment Officer at Gartmore Global Investments Inc., overseeing investment functions and managing a division handling $7 billion in U.S. equities. Fonash's earlier roles include Finance Director positions at Advanta Mortgage Corp., Pilgrim Baxter & Associates, and Advanta Corporation. Through their various positions, Richard F. Fonash has gained expertise in asset allocation, portfolio management, risk management, and financial analysis.

Richard F. Fonash, CFA holds an MBA in Finance from the University of Rochester - Simon Business School. Richard F. also obtained a BS in Business Administration (Finance), magna cum laude, from Villanova University. In addition, they became a Chartered Financial Analyst in 2007 through the CFA Institute.

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Timeline

  • Director, Portfolio Manager

    January, 2018 - present