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

Tom Spano

Kyle Jorgensen

Kristin K.

Dan Miller

Stephen Vaccaro

Garrett Wilson

Akhil Jain

Geoffrey Trzepacz

Erica Evans

Katie Hamill

Alexander Formáriz

Umar Ehtisham

The Investment Management Team at Hirtle, Callaghan & Co. is dedicated to crafting and overseeing tailored investment strategies for diverse clients, including families, endowments, and foundations. Leveraging their expertise and analytical skills, team members collaborate to select and manage high-performing independent money managers and specialized funds, ensuring that clients' unique financial goals are met through a conflict-free and client-centric approach. Their focus on performance-driven results facilitates the effective supervision of over $20 billion in assets across a wide range of investment portfolios.

Investment Management Team

Leadership Team

Investment Management Team

About

Team members

Other teams at Hirtle, Callaghan & Co.

Investment Management

Leadership Team