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.

Investment Management

Hirtle, Callaghan & Co.

Jonathan Hirtle

Robert Eberley

Andrew Ramsey

David Henkel

Kyle Jorgensen

Kristin K.

Dan Miller

Stephen Vaccaro

Garrett Wilson

Akhil Jain

Geoffrey Trzepacz

Erica Evans

Katie Hamill

Alexander Formáriz

Umar Ehtisham

The Client Engagement Team at Hirtle, Callaghan & Co. is dedicated to fostering strong relationships with clients through personalized service and strategic communication. They are responsible for understanding client needs, providing insights on investment strategies, and ensuring a seamless experience while navigating the firm’s bespoke investment solutions. This team plays a crucial role in maintaining client satisfaction and loyalty, ultimately contributing to the firm’s reputation as a trusted investment partner.

Client Engagement Team

Investment Management Team

Leadership Team

Client Engagement Team

About

Team members

Other teams at Hirtle, Callaghan & Co.

Investment Management Team

Investment Management

Leadership Team