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 Finance and Compliance team at Hirtle, Callaghan & Co. ensures the integrity and efficiency of the firm's financial operations while adhering to regulatory standards. This team manages accounting practices, oversees financial reporting, and implements compliance policies to mitigate risks, thereby supporting the firm's commitment to a transparent and conflict-free investment approach. With roles ranging from accounting management to compliance oversight, the team plays a crucial part in maintaining the firm's fiduciary responsibilities towards its clients.

Finance and Compliance

Investment Management Team

Leadership Team

Finance and Compliance

About

Team members

Other teams at Hirtle, Callaghan & Co.

Investment Management Team

Investment Management

Leadership Team