Hirtle, Callaghan & Company, LLC
Hirtle, Callaghan & Company, LLC (CRD# 105403) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $19,227,647,698 in 1,844 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management19,228MILLION
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Total Number of Accounts1,844ACCOUNTS
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Average Account Value$10,427,141
- A percentage of assets under your management
- Performance-based fees
- 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)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WV, WY
Brad Hostetter (CRD# 4093910) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 22 years of experience in the finance industry.
Denise Iemolo (CRD# 2364149) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 9 years of experience in the finance industry.
Brian Ilsley (CRD# 6720541) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 7 years of experience in the finance industry.
Daniel Landau (CRD# 6893712) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 6 years of experience in the finance industry.
Catherine Lee (CRD# 7045061) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has 1 year of experience in the finance industry.
Susan McEvoy (CRD# 5211449) 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.
Matthew Mead (CRD# 5865427) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has 1 year of experience in the finance industry.
Douglas Monty (CRD# 4530340) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has 1 year of experience in the finance industry.
James Morris (CRD# 1133980) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 37 years of experience in the finance industry.
Gregory Pearce (CRD# 4429163) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 22 years of experience in the finance industry.