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May 04, 2015 3:47 AM ET

Capital Markets

Company Overview of Hirtle, Callaghan & Co., LLC.

Company Overview

Hirtle, Callaghan & Co., LLC is an SEC registered investment adviser and is majority owned by its principals. It primarily provides its services to high net worth individuals, trusts, family offices, endowments, foundations, healthcare organizations, and pension and profit sharing plans. The firm manages customized portfolios for its clients. It also manages mutual funds and hedge funds. The firm invests in the public equity, fixed income, and alternative investment markets across the globe. Its alternative investments include investment in hedge funds and private equity markets. The firm employs multiple strategies in the private equity space including venture, buy out, and distressed to ma...

Five Tower Bridge

300 Barr Harbor Drive

Suite 500

West Conshohocken, PA 19428

United States

Founded in 1988





Key Executives for Hirtle, Callaghan & Co., LLC.

Chief Executive Officer, Chairman of Executive Committee, and Member of Investment Policy Committee
Chief Operating Officer, Secretary, and Member of Executive Committee
Director of Private Equity and Member of Investment Policy Committee
Age: 54
Chief Investment Strategist and Chairman of Investment Policy Committee
Director of Human Resources
Compensation as of Fiscal Year 2014.

Hirtle, Callaghan & Co., LLC. Key Developments

Hirtle, Callaghan & Co., LLC. Presents at 7th Annual SuperReturn U.S. conference, Jun-09-2014 through Jun-12-2014

Hirtle, Callaghan & Co., LLC. Presents at 7th Annual SuperReturn U.S. conference, Jun-09-2014 through Jun-12-2014. Venue: Renaissance Boston Waterfront Hotel, 606 Congress Street, Boston, MA 02210, United States. Presentation Date & Speakers: Jun-09-2014, Jamie R. Johnson, Director of Private Equity and Member of Investment Policy Committee.

Hirtle Callaghan Appoints Nicholas G. Botticelli as Director of Investment Strategy and Head of Pension Portfolio Management

Hirtle Callaghan continued to expand its team with the addition of Nicholas G. Botticelli. Botticelli joins the team as Director of Investment Strategy and Head of Pension Portfolio Management. His 17 years of experience at Verizon Investment Management Co. adds deep pension expertise to Hirtle Callaghan's broad capability.

Hirtle, Callaghan & Co. LLC. Hires Keri Lorenson as Deputy COO and Managing Director of Finance

Hirtle Callaghan & Co. LLC announced that it named Keri Lorenson deputy COO and managing director of finance. She was previously COO/shareholder at Smith Mack & Co.

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