Hirtle, Callaghan & Company, LLC

Hirtle, Callaghan & Company, LLC (CRD# 105403) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $24,500,384,964 in 4,433 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    24,500
    MILLION
  • Total Number of Accounts
    4,433
    ACCOUNTS
  • Average Account Value
    $5,526,818
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, VA, VT, WA, WI, WV

Financial Advisors at Hirtle, Callaghan & Company, LLC
Showing 1 - 10 of 46 top financial advisors.
1
Patrick M. Decker, CFP®
CRD#: 4640613
Five Tower Bridge, 300 Barr Harbor Drive, Suite 500, West Conshohocken, PA 19428
98
Wealthminder
score

Patrick Decker (CRD# 4640613) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 15 years of experience in the finance industry.  Hirtle, Callaghan & Company, LLC, is an Outsourced Chief Investment Officer that manages assets on a discretionary basis.  Patrick works with high net worth family groups and institutions.  Patrick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Chad Sheaffer
CRD#: 6418157
Five Tower Bridge, 300 Barr Harbor Drive, Suite 500, West Conshohocken, PA 19428
98
Wealthminder
score

Chad Sheaffer (CRD# 6418157) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has 6 years of experience in the finance industry.

3
Terence B. Conger
CRD#: 2249677
Five Tower Bridge, 300 Barr Harbor Drive, 5th Floor, West Conshohocken, PA 19428
96
Wealthminder
score

Terence Conger (CRD# 2249677) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 23 years of experience in the finance industry.

4
Thomas J. Cowhey
CRD#: 2014389
15 Cape Lane, Unit #2, Brewster, MA 02631
96
Wealthminder
score

Thomas Cowhey (CRD# 2014389) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in Brewster, MA and has over 25 years of experience in the finance industry.

5
Jeremy A. Gajkowski
CRD#: 4348714
Five Tower Bridge, Suite 500, 300 Barr Harbor Drive, West Conshohocken, PA 19428
96
Wealthminder
score

Jeremy Gajkowski (CRD# 4348714) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 15 years of experience in the finance industry. Jeremy Gajkowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Scott D. Jacobson
CRD#: 2271834
Five Tower Bridge, 300 Barr Harbor Drive, 5th Floor, West Conshohocken, PA 19428
96
Wealthminder
score

Scott Jacobson (CRD# 2271834) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 17 years of experience in the finance industry.

7
Christine V. McGovern
CRD#: 2604157
Five Tower Bridge, 300 Barr Harbor Drive, 5th Floor, West Conshohocken, PA 19428
96
Wealthminder
score

Christine McGovern (CRD# 2604157) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 16 years of experience in the finance industry. Christine McGovern has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Bradley D. Swinsburg
CRD#: 3100975
Two Buckhead Plaza, 3050 Peachtree Road, Nw 3rd Floor, Suite 320, Atlanta, GA 30305
96
Wealthminder
score

Bradley Swinsburg (CRD# 3100975) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.

9
Christopher T. Valerio
CRD#: 2187222
Five Tower Bridge, Suite 500, 300 Barr Harbor Drive, West Conshohocken, PA 19428
96
Wealthminder
score

Christopher Valerio (CRD# 2187222) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 23 years of experience in the finance industry.

10
Mark J. Bagley
CRD#: 2925222
Five Tower Bridge, Suite 500, 300 Barr Harbor Drive, West Conshohocken, PA 19428
93
Wealthminder
score

Mark Bagley (CRD# 2925222) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 18 years of experience in the finance industry.

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