Hirtle, Callaghan & Co.
Industry: Company
DescriptionCEO: Ranji H. Nagaswami (Aug 9, 2016–) Headquarters: Conshohocken, PA Founded: 1988 Subsidiary: Hc Capital Partners, Llc
Hirtle, Callaghan & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Hirtle, Callaghan & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Hirtle, Callaghan & Co. Employees
Employee
Years
Job
Industry
Alex Bender, CFA Alex Bender, CFA's Hirtle, Callaghan & Co. Experience March 2008 - September 2008
Job Investment Manager at PlanStrong Investment Management
Industry Investment Management
Experience
PlanStrong Investment Management September 2010 - Present
BlackRock March 2009 - October 2009
Hirtle, Callaghan & Co. March 2008 - September 2008
Nuveen Investments March 2007 - September 2007
Skills
Private Equity, Investments, Fixed Income, Mutual Funds, Asset Management, Portfolio Management, Equities, Tactical Asset..., Options Strategies, Hedge Funds, Wealth Management, Equity Research, Asset Allocation, Alternative Investments, Fund Of Funds
Education
Drexel University - College of Business and Administration 2005 — 2010
Bachelor of Science in Business Administration (magna cum laude), Finance Concentration
Drexel University: Pennoni Honors College 2005 — 2010
Bachelor of Science in Business Administration, Finance Concentration
Mercersburg Academy 2003 — 2005
PlanStrong Investment Management September 2010 - Present
BlackRock March 2009 - October 2009
Hirtle, Callaghan & Co. March 2008 - September 2008
Nuveen Investments March 2007 - September 2007
Skills
Private Equity, Investments, Fixed Income, Mutual Funds, Asset Management, Portfolio Management, Equities, Tactical Asset..., Options Strategies, Hedge Funds, Wealth Management, Equity Research, Asset Allocation, Alternative Investments, Fund Of Funds
Education
Drexel University - College of Business and Administration 2005 — 2010
Bachelor of Science in Business Administration (magna cum laude), Finance Concentration
Drexel University: Pennoni Honors College 2005 — 2010
Bachelor of Science in Business Administration, Finance Concentration
Mercersburg Academy 2003 — 2005
Bill Hagan, CFA Bill Hagan, CFA's Hirtle, Callaghan & Co. Experience December 2011 - Present
Job Vice President Portfolio Management at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. December 2011 - Present
Hirtle, Callaghan & Co. 2009 - 2011
Hirtle, Callaghan & Co. 2005 - January 2009
Flagship Capital Management 2003 - 2005
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Investment Management, Portfolio Management, Investment Advisory, Fixed Income, Equities, Bloomberg, Fund Of Funds
Education
Dickinson College 1999 — 2003
BA, Economics
CFA Institute
Hirtle, Callaghan & Co. December 2011 - Present
Hirtle, Callaghan & Co. 2009 - 2011
Hirtle, Callaghan & Co. 2005 - January 2009
Flagship Capital Management 2003 - 2005
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Investment Management, Portfolio Management, Investment Advisory, Fixed Income, Equities, Bloomberg, Fund Of Funds
Education
Dickinson College 1999 — 2003
BA, Economics
CFA Institute
Brian Gray Brian Gray's Hirtle, Callaghan & Co. Experience June 2007 - April 2010
Job Senior Financial Advisor at Richardson Financial Services
Industry Financial Services
Experience
Richardson Financial Services, Inc. April 2015 - Present
Fund Evaluation Group (FEG) April 2010 - March 2015
Hirtle, Callaghan & Co. June 2007 - April 2010
Pelagos Capital Management, LLC 2005 - 2007
SSgA May 1991 - October 2005
State Street Global Advisors 1991 - 2005
State Street Bank 1991 - 1994
Skills
Endowments, Alternative Investments, Corporations, Performance Reporting, Asset Allocation, Investments, Program Management, Hedge Funds, Investment Strategies, Asset Managment, Fixed Income, Investment Advisory, Portfolio Management, Bloomberg, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2005
MBA, Finance
College of the Holy Cross 1986 — 1990
Bachelor of Arts, Psychology
Richardson Financial Services, Inc. April 2015 - Present
Fund Evaluation Group (FEG) April 2010 - March 2015
Hirtle, Callaghan & Co. June 2007 - April 2010
Pelagos Capital Management, LLC 2005 - 2007
SSgA May 1991 - October 2005
State Street Global Advisors 1991 - 2005
State Street Bank 1991 - 1994
Skills
Endowments, Alternative Investments, Corporations, Performance Reporting, Asset Allocation, Investments, Program Management, Hedge Funds, Investment Strategies, Asset Managment, Fixed Income, Investment Advisory, Portfolio Management, Bloomberg, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2005
MBA, Finance
College of the Holy Cross 1986 — 1990
Bachelor of Arts, Psychology
Nick Fazzie, CFA Nick Fazzie, CFA's Hirtle, Callaghan & Co. Experience January 2005 - December 2006
Job Investment Officer at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan and Co January 2007 - Present
Hirtle, Callaghan & Co. January 2005 - December 2006
Burlington County Community College January 2005 - December 2005
Aberdeen Asset Management May 2004 - December 2004
Skills
Client Service, Client Development, Portfolio Management, Investments, Outsourced Solutions, Family Office, Board Governance, Performance Attribution, Account Reconciliation, Alternative Investments, Microsoft CRM, Chartered Financial..., Asset Allocation, Hedge Funds, Investment Strategies, Endowments, Private Equity, Institutional..., CRM, Tactical Asset..., Financial Markets, Fund Of Funds, Financial Services, Trading, Mutual Funds, Valuation, Emerging Markets, Venture Capital, Bonds, Investment Advisory, Investment Management, Fixed Income, Asset Management, Equities, Analysis, Capital Markets, Bloomberg, Due Diligence, Wealth Management, Financial Analysis, Finance, Securities, Economics
Education
University of Delaware 2002 — 2004
MBA, Finance
University of Delaware 1998 — 2002
BS, Accounting
CFA Institute
Hirtle, Callaghan and Co January 2007 - Present
Hirtle, Callaghan & Co. January 2005 - December 2006
Burlington County Community College January 2005 - December 2005
Aberdeen Asset Management May 2004 - December 2004
Skills
Client Service, Client Development, Portfolio Management, Investments, Outsourced Solutions, Family Office, Board Governance, Performance Attribution, Account Reconciliation, Alternative Investments, Microsoft CRM, Chartered Financial..., Asset Allocation, Hedge Funds, Investment Strategies, Endowments, Private Equity, Institutional..., CRM, Tactical Asset..., Financial Markets, Fund Of Funds, Financial Services, Trading, Mutual Funds, Valuation, Emerging Markets, Venture Capital, Bonds, Investment Advisory, Investment Management, Fixed Income, Asset Management, Equities, Analysis, Capital Markets, Bloomberg, Due Diligence, Wealth Management, Financial Analysis, Finance, Securities, Economics
Education
University of Delaware 2002 — 2004
MBA, Finance
University of Delaware 1998 — 2002
BS, Accounting
CFA Institute
Rich Lunsford Rich Lunsford's Hirtle, Callaghan & Co. Experience December 2005 - August 2006
Job Chief Operating Officer at Mill Creek Capital Advisors, LLC
Industry Investment Management
Experience
Mill Creek Capital Advisors, LLC October 2006 - Present
Hirtle, Callaghan & Co. December 2005 - August 2006
Hirtle, Callaghan & Co. March 2002 - December 2005
Vanguard August 1999 - March 2002
Skills
Fixed Income, Asset Allocation, Series 7, Securities, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Financial Modeling, Investments, Fund Of Funds, Insurance, Contract Negotiation, Equities, Due Diligence, Investment Strategies, Financial Services, Risk Management, Business Development, Management, Series 63, Financial Analysis, Hedge Funds, Relationship Management, Portfolio Management, Wealth Management, Derivatives, Investment Advisory, Investment Management, Private Equity, Strategic Planning, Trading, Strategy, Vendor Management, New Business Development, Mutual Funds, Financial Markets, Valuation
Education
University of Delaware 1995 — 1999
BS, Business Administration
University of Delaware - Lerner College of Business and Economics 1995 — 1999
Bachelor of Science (B.S.), Business Administration
Mill Creek Capital Advisors, LLC October 2006 - Present
Hirtle, Callaghan & Co. December 2005 - August 2006
Hirtle, Callaghan & Co. March 2002 - December 2005
Vanguard August 1999 - March 2002
Skills
Fixed Income, Asset Allocation, Series 7, Securities, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Financial Modeling, Investments, Fund Of Funds, Insurance, Contract Negotiation, Equities, Due Diligence, Investment Strategies, Financial Services, Risk Management, Business Development, Management, Series 63, Financial Analysis, Hedge Funds, Relationship Management, Portfolio Management, Wealth Management, Derivatives, Investment Advisory, Investment Management, Private Equity, Strategic Planning, Trading, Strategy, Vendor Management, New Business Development, Mutual Funds, Financial Markets, Valuation
Education
University of Delaware 1995 — 1999
BS, Business Administration
University of Delaware - Lerner College of Business and Economics 1995 — 1999
Bachelor of Science (B.S.), Business Administration
AJ Beyer's Hirtle, Callaghan & Co. Experience September 2004 - March 2005
Job Senior Software Engineer at W.L. Snook & Associates, Inc.
Industry Computer Software
Experience
W.L. Snook & Associates, Inc. January 2013 - Present
Factor Media, Inc. August 2011 - November 2012
atomni August 2010 - May 2011
eMoney Advisor April 2009 - August 2010
Motorola March 2008 - April 2009
GuideWorks September 2005 - March 2006
Hirtle, Callaghan & Co. September 2004 - March 2005
ACI The Appraiser's Choice June 2003 - March 2004
Skills
C#, D3.js, jQuery, SQL, Databases, JavaScript, CSS, Ruby on Rails, Problem Solving, Data Reporting, Programming, Responsive Web Design, Divergent Thinking, SEO, ASP.NET MVC, .NET, Microsoft Dynamics GP, Interpersonal..., Software Design, T-SQL, XML, Agile Methodologies, IIS, Nginx, Thin, Java
Education
Drexel University 2002 — 2007
BS, Computer Science
W.L. Snook & Associates, Inc. January 2013 - Present
Factor Media, Inc. August 2011 - November 2012
atomni August 2010 - May 2011
eMoney Advisor April 2009 - August 2010
Motorola March 2008 - April 2009
GuideWorks September 2005 - March 2006
Hirtle, Callaghan & Co. September 2004 - March 2005
ACI The Appraiser's Choice June 2003 - March 2004
Skills
C#, D3.js, jQuery, SQL, Databases, JavaScript, CSS, Ruby on Rails, Problem Solving, Data Reporting, Programming, Responsive Web Design, Divergent Thinking, SEO, ASP.NET MVC, .NET, Microsoft Dynamics GP, Interpersonal..., Software Design, T-SQL, XML, Agile Methodologies, IIS, Nginx, Thin, Java
Education
Drexel University 2002 — 2007
BS, Computer Science
Adam Yancoskie's Hirtle, Callaghan & Co. Experience September 2007 - July 2009
Job Vice President, Executive Recruiter Financial Services
Industry Staffing and Recruiting
Experience
The Travillian Group July 2009 - Present
Hirtle, Callaghan & Co. September 2007 - July 2009
SEI Investments July 2005 - August 2007
Skills
Corporate Development, Investment Banking, Private Equity, Sell Side Research, Buy Side Research, Commercial Banking, Asset Management, Financial Services, Banking, Recruiting, Financial Analysis, Trading, Financial Modeling, Finance, Valuation, Portfolio Management, Capital Markets, Corporate Finance, Investments, Due Diligence, Mergers & Acquisitions, Risk Management
Education
University of Pittsburgh 2001 — 2005
Finance, Accounting
The Travillian Group July 2009 - Present
Hirtle, Callaghan & Co. September 2007 - July 2009
SEI Investments July 2005 - August 2007
Skills
Corporate Development, Investment Banking, Private Equity, Sell Side Research, Buy Side Research, Commercial Banking, Asset Management, Financial Services, Banking, Recruiting, Financial Analysis, Trading, Financial Modeling, Finance, Valuation, Portfolio Management, Capital Markets, Corporate Finance, Investments, Due Diligence, Mergers & Acquisitions, Risk Management
Education
University of Pittsburgh 2001 — 2005
Finance, Accounting
Rajan Subramanian's Hirtle, Callaghan & Co. Experience April 2004 - September 2004
Job Financial Engineer
Industry
Experience
CME Group May 2015 - October 2015
CME Group September 2014 - January 2015
Royal Bank of Scotland June 2014 - August 2014
PHILADELPHIA COMMERCIAL DEVELOPMENT CORPORATION March 2009 - September 2009
Hirtle, Callaghan & Co. April 2004 - September 2004
Skills
R, Quantitative Finance, VBA, C++, Python, LaTeX, NumPy, SciPy, Derivatives, Options, Stochastic Calculus, Statistics, Private Equity, Numerical Analysis, Monte Carlo Simulation, Financial Modeling, Equities, Volatility, Options Strategies, Equity Derivatives, Data Analysis
Education
Baruch College, City University of New York (CUNY) 2012 — 2014
Masters of Science, Financial Engineering
Drexel University - College of Business and Administration 2001 — 2006
Bachelor of Science (BS), Commerce and Engineering, Finance, Economics
CME Group May 2015 - October 2015
CME Group September 2014 - January 2015
Royal Bank of Scotland June 2014 - August 2014
PHILADELPHIA COMMERCIAL DEVELOPMENT CORPORATION March 2009 - September 2009
Hirtle, Callaghan & Co. April 2004 - September 2004
Skills
R, Quantitative Finance, VBA, C++, Python, LaTeX, NumPy, SciPy, Derivatives, Options, Stochastic Calculus, Statistics, Private Equity, Numerical Analysis, Monte Carlo Simulation, Financial Modeling, Equities, Volatility, Options Strategies, Equity Derivatives, Data Analysis
Education
Baruch College, City University of New York (CUNY) 2012 — 2014
Masters of Science, Financial Engineering
Drexel University - College of Business and Administration 2001 — 2006
Bachelor of Science (BS), Commerce and Engineering, Finance, Economics
Jamie R. Johnson Jamie R. Johnson's Hirtle, Callaghan & Co. Experience March 2010 - Present
Job Director of Private Equity at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. March 2010 - Present
Paul Capital Investments (subsequently Top Tier Capital Partners) January 2006 - October 2008
Alta Advisers April 1999 - December 2005
Omega Venture Advisers November 1996 - April 1999
Gartmore Private Capital January 1991 - October 1996
Venture Economics December 1988 - December 1990
Metapraxis July 1986 - December 1988
First National Bank of Chicago June 1982 - July 1986
Skills
Investments, Private Equity, Venture Capital, Alternative Investments, Family office, Foundations, Investment Management, Asset Management, Portfolio Management, Fixed Income, Investment Strategies, Due Diligence, Asset Allocation, Fund Of Funds
Education
The University of Chicago Booth School of Business 1981 — 1983
Master of Business Administration (M.B.A.), Finance, International Business
Ohio Wesleyan University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Hirtle, Callaghan & Co. March 2010 - Present
Paul Capital Investments (subsequently Top Tier Capital Partners) January 2006 - October 2008
Alta Advisers April 1999 - December 2005
Omega Venture Advisers November 1996 - April 1999
Gartmore Private Capital January 1991 - October 1996
Venture Economics December 1988 - December 1990
Metapraxis July 1986 - December 1988
First National Bank of Chicago June 1982 - July 1986
Skills
Investments, Private Equity, Venture Capital, Alternative Investments, Family office, Foundations, Investment Management, Asset Management, Portfolio Management, Fixed Income, Investment Strategies, Due Diligence, Asset Allocation, Fund Of Funds
Education
The University of Chicago Booth School of Business 1981 — 1983
Master of Business Administration (M.B.A.), Finance, International Business
Ohio Wesleyan University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Megan Scott Megan Scott's Hirtle, Callaghan & Co. Experience August 2013 - January 2015
Job VP Operations at Beacon Bridge Wealth Partners
Industry Financial Services
Experience
Beacon Bridge Wealth Partners February 2015 - Present
Hirtle, Callaghan & Co. August 2013 - January 2015
Falcon Capital Partners, LLC April 2008 - July 2013
Corporate Executive Board April 2003 - July 2005
Skills
Mergers, Management Consulting, Financial Analysis, Venture Capital, Finance, Business Strategy, Strategic Planning, Business Development, Change Management, Managerial Finance, Project Management, Entrepreneurship, Accounting, Business Planning, Mergers & Acquisitions, Private Equity
Education
Cabrini College 2012 — 2013
Master of Science (MS), Organizational Leadership
University of Maryland College Park 1997 — 2001
Bachelor of Arts (BA), Industrial and Organizational Psychology
Beacon Bridge Wealth Partners February 2015 - Present
Hirtle, Callaghan & Co. August 2013 - January 2015
Falcon Capital Partners, LLC April 2008 - July 2013
Corporate Executive Board April 2003 - July 2005
Skills
Mergers, Management Consulting, Financial Analysis, Venture Capital, Finance, Business Strategy, Strategic Planning, Business Development, Change Management, Managerial Finance, Project Management, Entrepreneurship, Accounting, Business Planning, Mergers & Acquisitions, Private Equity
Education
Cabrini College 2012 — 2013
Master of Science (MS), Organizational Leadership
University of Maryland College Park 1997 — 2001
Bachelor of Arts (BA), Industrial and Organizational Psychology
Sara Markley Flanigan Sara Markley Flanigan's Hirtle, Callaghan & Co. Experience October 2011 - Present
Job Manager, Business Process Management at Hirtle, Callaghan & Co
Industry Information Technology and Services
Experience
Hirtle, Callaghan & Co. October 2011 - Present
Advertising Specialty Institute November 2010 - October 2011
Insight November 2006 - November 2010
Advertising Specialty Institute December 2003 - November 2006
Emerson Personnel Group 1997 - 2002
Skills
Project Management, Training, Human Resources, Business Analysis, SQL, Integration, Business Process, Agile Methodologies, Management, SDLC, Analysis, Business Process..., Business Requirements, ERP, Leadership, Requirements Analysis, Requirements Gathering, Security, Software Project..., Testing, User Acceptance Testing
Education
Bucks County Community College 2003 — 2006
Human Resources
Hirtle, Callaghan & Co. October 2011 - Present
Advertising Specialty Institute November 2010 - October 2011
Insight November 2006 - November 2010
Advertising Specialty Institute December 2003 - November 2006
Emerson Personnel Group 1997 - 2002
Skills
Project Management, Training, Human Resources, Business Analysis, SQL, Integration, Business Process, Agile Methodologies, Management, SDLC, Analysis, Business Process..., Business Requirements, ERP, Leadership, Requirements Analysis, Requirements Gathering, Security, Software Project..., Testing, User Acceptance Testing
Education
Bucks County Community College 2003 — 2006
Human Resources
Matthew Gruseke Matthew Gruseke's Hirtle, Callaghan & Co. Experience June 2013 - December 2014
Job Portfolio Analyst at Fieldpoint Private
Industry Financial Services
Experience
Fieldpoint Private January 2015 - Present
Hirtle, Callaghan & Co. June 2013 - December 2014
BNP Paribas June 2012 - August 2012
Titan Advisors August 2009 - August 2011
Skills
Financial Modeling, Portfolio Management, Investment Management, Equities, Fixed Income, Equity Research, Valuation, Bloomberg, Hedge Funds, Bloomberg Terminal, Alternative Investments, Derivatives, Due Diligence, Asset Managment, Investments, Capital Markets, Asset Management, Microsoft Excel, PowerPoint
Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Fairfield College Preparatory School 2005 — 2009
Fieldpoint Private January 2015 - Present
Hirtle, Callaghan & Co. June 2013 - December 2014
BNP Paribas June 2012 - August 2012
Titan Advisors August 2009 - August 2011
Skills
Financial Modeling, Portfolio Management, Investment Management, Equities, Fixed Income, Equity Research, Valuation, Bloomberg, Hedge Funds, Bloomberg Terminal, Alternative Investments, Derivatives, Due Diligence, Asset Managment, Investments, Capital Markets, Asset Management, Microsoft Excel, PowerPoint
Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Fairfield College Preparatory School 2005 — 2009
Jeremy Gajkowski, CFP® Jeremy Gajkowski, CFP®'s Hirtle, Callaghan & Co. Experience June 2003 - Present
Job Vice President, Portfolio Management at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. June 2003 - Present
Valley Forge Asset Management 2001 - 2003
Nuveen Investments 1998 - 2001
Skills
Certified Financial..., Investments, Investment Strategies, Hedge Funds
Education
Penn State University 1994 — 1998
Bachelor of Arts (BA), Psychology
Penncrest High School 1990 — 1994
Hirtle, Callaghan & Co. June 2003 - Present
Valley Forge Asset Management 2001 - 2003
Nuveen Investments 1998 - 2001
Skills
Certified Financial..., Investments, Investment Strategies, Hedge Funds
Education
Penn State University 1994 — 1998
Bachelor of Arts (BA), Psychology
Penncrest High School 1990 — 1994
Amy Schondra's Hirtle, Callaghan & Co. Experience December 1997 - Present
Job Vice President at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. December 1997 - Present
CMS Companies January 1996 - December 1997
Skills
Investments, Private Equity, Venture Capital, Alternative Investments, Fund Of Funds, Due Diligence, Public Speaking, Asset Allocation, Investment Management, Investment Strategies, Asset Management, Equities, Fixed Income, Investment Advisory
Education
Saint Joseph's University
MBA, Finance
Temple University
BA, Economics
Hirtle, Callaghan & Co. December 1997 - Present
CMS Companies January 1996 - December 1997
Skills
Investments, Private Equity, Venture Capital, Alternative Investments, Fund Of Funds, Due Diligence, Public Speaking, Asset Allocation, Investment Management, Investment Strategies, Asset Management, Equities, Fixed Income, Investment Advisory
Education
Saint Joseph's University
MBA, Finance
Temple University
BA, Economics
Matthew Mead, CFA's Hirtle, Callaghan & Co. Experience December 2014 - Present
Job Vice President at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. December 2014 - Present
Hirtle, Callaghan & Co. December 2010 - December 2014
Hirtle, Callaghan & Co. March 2008 - December 2010
Greenleaf Investment Management July 2006 - March 2008
KPMG June 2004 - June 2006
Skills
Microsoft Office, Factset, MPI, Morningstar, Barra Aegis, Investment Strategies, Asset Allocation, Asset Management, Investment Valuation, High Net Worth..., Investment Management, Alternative Investments, Strategy, Hedge Funds, Fund Of Funds, Financial Analysis
Education
University of Notre Dame 2003 — 2004
MS Acct, Accounting
University of Notre Dame 1999 — 2003
BBA, Accounting
CVCA
High School
Hirtle, Callaghan & Co. December 2014 - Present
Hirtle, Callaghan & Co. December 2010 - December 2014
Hirtle, Callaghan & Co. March 2008 - December 2010
Greenleaf Investment Management July 2006 - March 2008
KPMG June 2004 - June 2006
Skills
Microsoft Office, Factset, MPI, Morningstar, Barra Aegis, Investment Strategies, Asset Allocation, Asset Management, Investment Valuation, High Net Worth..., Investment Management, Alternative Investments, Strategy, Hedge Funds, Fund Of Funds, Financial Analysis
Education
University of Notre Dame 2003 — 2004
MS Acct, Accounting
University of Notre Dame 1999 — 2003
BBA, Accounting
CVCA
High School
Terrence Hill's Hirtle, Callaghan & Co. Experience 2007 - Present
Job Outsourced Chief Investment Office
Industry Investment Management
Experience
Hirtle, Callaghan & Co. 2007 - Present
JP Morgan 2001 - 2007
Goldman Sachs 1995 - 2001
Skills
Portfolio Management, Hedge Funds, Investments, Equities, Fixed Income, Risk Management, Endowments, Commodities, Asset, Private Equity, Alternative Investments, Asset Allocation, Investment Strategies, Wealth Management, Asset Management, Investment Advisory, Financial Markets, Strategic Planning, Capital Markets, New Business Development
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance
Hirtle, Callaghan & Co. 2007 - Present
JP Morgan 2001 - 2007
Goldman Sachs 1995 - 2001
Skills
Portfolio Management, Hedge Funds, Investments, Equities, Fixed Income, Risk Management, Endowments, Commodities, Asset, Private Equity, Alternative Investments, Asset Allocation, Investment Strategies, Wealth Management, Asset Management, Investment Advisory, Financial Markets, Strategic Planning, Capital Markets, New Business Development
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance
Brad Swinsburg Brad Swinsburg's Hirtle, Callaghan & Co. Experience March 2011 - Present
Job Portfolio Manager at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. March 2011 - Present
J.P. Morgan January 2009 - February 2011
Goldman Sachs July 1998 - June 2008
Moody's Investors Service June 1997 - June 1998
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Fixed Income, Investment Strategies, Investment Advisory, Equities, Asset Managment, Portfolio Management, Wealth Management, Private Equity, Investments, Risk Management, Trading Systems, Asset Management, Bloomberg, Securities, Series 7, Series 63, High Net Worth..., Emerging Markets, Investment Banking, Capital Markets, Fund Of Funds, Investment Management, Wealth Management..., Bonds, Financial Markets, ETFs, Venture Capital, Mutual Funds, Options, Trading, Financial Modeling, Financial Services, Valuation, Due Diligence, Derivatives
Education
Susquehanna University 1994 — 1997
Bachelor of Science, Business Administration
Washington and Lee University 1993 — 1993
Hirtle, Callaghan & Co. March 2011 - Present
J.P. Morgan January 2009 - February 2011
Goldman Sachs July 1998 - June 2008
Moody's Investors Service June 1997 - June 1998
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Fixed Income, Investment Strategies, Investment Advisory, Equities, Asset Managment, Portfolio Management, Wealth Management, Private Equity, Investments, Risk Management, Trading Systems, Asset Management, Bloomberg, Securities, Series 7, Series 63, High Net Worth..., Emerging Markets, Investment Banking, Capital Markets, Fund Of Funds, Investment Management, Wealth Management..., Bonds, Financial Markets, ETFs, Venture Capital, Mutual Funds, Options, Trading, Financial Modeling, Financial Services, Valuation, Due Diligence, Derivatives
Education
Susquehanna University 1994 — 1997
Bachelor of Science, Business Administration
Washington and Lee University 1993 — 1993
Bo Barrickman Bo Barrickman's Hirtle, Callaghan & Co. Experience 2001 - 2001
Job Sales and Solutions Manager at SunGard Alternative Investments
Industry Information Technology and Services
Experience
SunGard January 2006 - Present
Accenture December 2003 - January 2006
RBC Capital Markets 2002 - 2002
Hirtle, Callaghan & Co. 2001 - 2001
Rorer Asset Management 2000 - 2000
Skills
Hedge Funds, Investments, Business Intelligence, Private Equity, Business Analysis, Alternative Investments, Fund Accounting, Direct Sales, Sales Presentations, Asset Management, Derivatives, Equities, Financial Analysis, Risk Management, SDLC, Trading Systems
Education
Penn State University 1999 — 2002
Bachelor of Science (B.S.), Finance and Economics
SunGard January 2006 - Present
Accenture December 2003 - January 2006
RBC Capital Markets 2002 - 2002
Hirtle, Callaghan & Co. 2001 - 2001
Rorer Asset Management 2000 - 2000
Skills
Hedge Funds, Investments, Business Intelligence, Private Equity, Business Analysis, Alternative Investments, Fund Accounting, Direct Sales, Sales Presentations, Asset Management, Derivatives, Equities, Financial Analysis, Risk Management, SDLC, Trading Systems
Education
Penn State University 1999 — 2002
Bachelor of Science (B.S.), Finance and Economics
Bob Edmiston's Hirtle, Callaghan & Co. Experience May 2011 - Present
Job Investment Officer at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co. May 2011 - Present
Penn State University August 2009 - May 2011
The Vanguard Group June 2006 - August 2009
The Vanguard Group February 2005 - June 2006
Skills
Investment Strategies, Portfolio Management, Retirement Planning, Public Speaking, Philanthropy, Investments, Asset, Marketing Strategy, Management, Asset Allocation, Series 7, Investment Management, Asset Managment, Wealth Management, Alternative Investments
Education
Pennsylvania State University, Smeal College of Business 2009 — 2011
MBA, Strategic Leadership, Finance and Entrepreneurship
University of Maryland College Park 2001 — 2004
Bachelors, Economics and Sociology
Hirtle, Callaghan & Co. May 2011 - Present
Penn State University August 2009 - May 2011
The Vanguard Group June 2006 - August 2009
The Vanguard Group February 2005 - June 2006
Skills
Investment Strategies, Portfolio Management, Retirement Planning, Public Speaking, Philanthropy, Investments, Asset, Marketing Strategy, Management, Asset Allocation, Series 7, Investment Management, Asset Managment, Wealth Management, Alternative Investments
Education
Pennsylvania State University, Smeal College of Business 2009 — 2011
MBA, Strategic Leadership, Finance and Entrepreneurship
University of Maryland College Park 2001 — 2004
Bachelors, Economics and Sociology
Ryann Hall, CFA Ryann Hall, CFA's Hirtle, Callaghan & Co. Experience June 2013 - Present
Job Investment Strategy Senior Analyst at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co. June 2013 - Present
Sun Life Financial September 2012 - May 2013
Sun Life Financial August 2010 - May 2013
Sun Life Financial September 2011 - August 2012
Sun Life Financial August 2010 - August 2011
Delta Dental RI Insurance May 2009 - May 2010
Providence College Department of Mathematics September 2007 - May 2010
Coatesville Country Club June 2004 - August 2007
Skills
Portfolio Management, Analysis, Management, Analytics, Strategy, Asset Allocation, Data Analysis, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Research, Variable Annuities, SQL Server Management..., Leadership
Education
Providence College 2006 — 2010
Bachelor of Arts (B.A.), Quantitative Economics, Summa Cum Laude
Bishop Shanahan High School 2002 — 2006
Valedictorian
Hirtle, Callaghan & Co. June 2013 - Present
Sun Life Financial September 2012 - May 2013
Sun Life Financial August 2010 - May 2013
Sun Life Financial September 2011 - August 2012
Sun Life Financial August 2010 - August 2011
Delta Dental RI Insurance May 2009 - May 2010
Providence College Department of Mathematics September 2007 - May 2010
Coatesville Country Club June 2004 - August 2007
Skills
Portfolio Management, Analysis, Management, Analytics, Strategy, Asset Allocation, Data Analysis, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Research, Variable Annuities, SQL Server Management..., Leadership
Education
Providence College 2006 — 2010
Bachelor of Arts (B.A.), Quantitative Economics, Summa Cum Laude
Bishop Shanahan High School 2002 — 2006
Valedictorian
Michael Campellone's Hirtle, Callaghan & Co. Experience December 2014 - Present
Job Senior Analyst, Private Equity at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. December 2014 - Present
Hirtle, Callaghan & Co. May 2012 - December 2014
Hirtle, Callaghan & Co. March 2010 - May 2012
Hirtle, Callaghan & Co. September 2009 - March 2010
Maurice and Needleman September 2008 - June 2009
Skills
Private Equity, Fund Of Funds, Wealth Management, Alternative Investments, Financial Services, Financial Analysis, Finance, Investment Management, Venture Capital, Microsoft Excel, Microsoft Office, HTML, Economics, Econometrics, Due Diligence
Education
Drexel University
Bachelors of Science, Economics
Hirtle, Callaghan & Co. December 2014 - Present
Hirtle, Callaghan & Co. May 2012 - December 2014
Hirtle, Callaghan & Co. March 2010 - May 2012
Hirtle, Callaghan & Co. September 2009 - March 2010
Maurice and Needleman September 2008 - June 2009
Skills
Private Equity, Fund Of Funds, Wealth Management, Alternative Investments, Financial Services, Financial Analysis, Finance, Investment Management, Venture Capital, Microsoft Excel, Microsoft Office, HTML, Economics, Econometrics, Due Diligence
Education
Drexel University
Bachelors of Science, Economics
Andrea Fritz Andrea Fritz's Hirtle, Callaghan & Co. Experience February 2007 - Present
Job Senior Manager at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. February 2007 - Present
Hawthorn, PNC Family Wealth February 1986 - November 2005
Skills
Financial Services, High Net Worth...
Education
Cedar Crest College 1982 — 1984
Bachelor of Arts (BA), Political Science and Government
University of Miami 1980 — 1982
Hirtle, Callaghan & Co. February 2007 - Present
Hawthorn, PNC Family Wealth February 1986 - November 2005
Skills
Financial Services, High Net Worth...
Education
Cedar Crest College 1982 — 1984
Bachelor of Arts (BA), Political Science and Government
University of Miami 1980 — 1982
Michael Meehan Michael Meehan's Hirtle, Callaghan & Co. Experience June 2014 - Present
Job Senior Analyst, Investment Strategy at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co. June 2014 - Present
Hirtle, Callaghan & Co. April 2013 - May 2014
Hirtle, Callaghan & Co. July 2010 - April 2013
Cristo Rey Philadelphia High School December 2009 - May 2010
MicroFinance Transparency August 2009 - December 2009
Department of State September 2008 - August 2009
Evaluation Associates January 2008 - May 2008
Skills
Portfolio Management, Investments, Bloomberg, Economics, Asset Management, Asset Allocation, Research, German, Microsoft Excel, Statistics, Public Speaking, Entrepreneurship, Asset Managment, Investment Management, Excel, Emerging Markets, Portfolio Optimization, Portfolio Performance..., Institutional..., Factor Analysis, Manager Selection, Tactical Asset..., Commodity Markets
Education
Fairfield University 2004 — 2008
BS, BA, Economics, German
St. Joseph's Preparatory School 2001 — 2004
Passed Level III of the CFA Program
Hirtle, Callaghan & Co. June 2014 - Present
Hirtle, Callaghan & Co. April 2013 - May 2014
Hirtle, Callaghan & Co. July 2010 - April 2013
Cristo Rey Philadelphia High School December 2009 - May 2010
MicroFinance Transparency August 2009 - December 2009
Department of State September 2008 - August 2009
Evaluation Associates January 2008 - May 2008
Skills
Portfolio Management, Investments, Bloomberg, Economics, Asset Management, Asset Allocation, Research, German, Microsoft Excel, Statistics, Public Speaking, Entrepreneurship, Asset Managment, Investment Management, Excel, Emerging Markets, Portfolio Optimization, Portfolio Performance..., Institutional..., Factor Analysis, Manager Selection, Tactical Asset..., Commodity Markets
Education
Fairfield University 2004 — 2008
BS, BA, Economics, German
St. Joseph's Preparatory School 2001 — 2004
Passed Level III of the CFA Program
William Curran, CIMA® William Curran, CIMA®'s Hirtle, Callaghan & Co. Experience August 2006 - Present
Job Vice President at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co. August 2006 - Present
US Marine Corps October 2000 - October 2004
Delaware Investments January 1994 - September 2000
Education
Boston University Questrom School of Business 2002 — 2005
Masters - MS, Business Administration
University of Pennsylvania - The Wharton School 1999 — 2000
CIMA, Certified Investment Management Analyst
Ohio Wesleyan University 1988 — 1992
BA, Economics / Business Management
Millbrook School 1984 — 1988
High School
Hirtle, Callaghan & Co. August 2006 - Present
US Marine Corps October 2000 - October 2004
Delaware Investments January 1994 - September 2000
Education
Boston University Questrom School of Business 2002 — 2005
Masters - MS, Business Administration
University of Pennsylvania - The Wharton School 1999 — 2000
CIMA, Certified Investment Management Analyst
Ohio Wesleyan University 1988 — 1992
BA, Economics / Business Management
Millbrook School 1984 — 1988
High School
Alison Hefele Bonney Alison Hefele Bonney's Hirtle, Callaghan & Co. Experience May 2000 - June 2009
Job
Industry Investment Management
Experience
Northern Trust November 2010 - Present
JP Morgan September 2009 - July 2010
Hirtle, Callaghan & Co. May 2000 - June 2009
Security Capital Group January 1995 - January 2000
Prudential Insurance Company January 1990 - December 1994
McKinsey & Co. September 1985 - December 1990
Skills
Endowments, Portfolio Management, Asset Managment, Investments, Private Equity, Financial Analysis, Financial Modeling, Alternative Investments, Asset Allocation, Hedge Funds, Equities, Fixed Income, Asset Management, Risk Management, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1983 — 1985
M.B.A.
Wellesley College 1977 — 1981
B.A.
Northern Trust November 2010 - Present
JP Morgan September 2009 - July 2010
Hirtle, Callaghan & Co. May 2000 - June 2009
Security Capital Group January 1995 - January 2000
Prudential Insurance Company January 1990 - December 1994
McKinsey & Co. September 1985 - December 1990
Skills
Endowments, Portfolio Management, Asset Managment, Investments, Private Equity, Financial Analysis, Financial Modeling, Alternative Investments, Asset Allocation, Hedge Funds, Equities, Fixed Income, Asset Management, Risk Management, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1983 — 1985
M.B.A.
Wellesley College 1977 — 1981
B.A.
Joshua Gross's Hirtle, Callaghan & Co. Experience July 1998 - September 2006
Job President / Principal at Mill Creek Capital Advisors, LLC
Industry Investment Management
Experience
Mill Creek Capital Advisors, LLC September 2006 - Present
Hirtle, Callaghan & Co. July 1998 - September 2006
Quantex Microsystems April 1991 - August 1996
United States Navy July 1987 - July 1991
Skills
Alternative Investments, Investments
Education
Penn State University 1996 — 1998
MBA, Finance & Real Estate
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
B.A., Economics & Philosophy
The Westtown School 1986 — 1988
The Hun School of Princeton 1984 — 1988
The Hillside School 1982 — 1984
Kutztown University of Pennsylvania
Princeton Jewish Center Hebrew School
Mill Creek Capital Advisors, LLC September 2006 - Present
Hirtle, Callaghan & Co. July 1998 - September 2006
Quantex Microsystems April 1991 - August 1996
United States Navy July 1987 - July 1991
Skills
Alternative Investments, Investments
Education
Penn State University 1996 — 1998
MBA, Finance & Real Estate
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
B.A., Economics & Philosophy
The Westtown School 1986 — 1988
The Hun School of Princeton 1984 — 1988
The Hillside School 1982 — 1984
Kutztown University of Pennsylvania
Princeton Jewish Center Hebrew School
Sean Rieder's Hirtle, Callaghan & Co. Experience June 2013 - Present
Job Analyst at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. June 2013 - Present
Turner Investments, L.P. August 2012 - January 2013
Goldman Sachs May 2012 - August 2012
Turner Investments, L.P. May 2011 - January 2012
Keystone Financial Group July 2010 - August 2010
Springwater Enterprises May 2010 - August 2010
Owens Builders May 2006 - August 2009
Education
Penn State University
Bachelor of Science, magna cum laude, Finance
Hirtle, Callaghan & Co. June 2013 - Present
Turner Investments, L.P. August 2012 - January 2013
Goldman Sachs May 2012 - August 2012
Turner Investments, L.P. May 2011 - January 2012
Keystone Financial Group July 2010 - August 2010
Springwater Enterprises May 2010 - August 2010
Owens Builders May 2006 - August 2009
Education
Penn State University
Bachelor of Science, magna cum laude, Finance
Tim Rollender Tim Rollender's Hirtle, Callaghan & Co. Experience April 2011 - June 2015
Job Senior Venture Officer
Industry Venture Capital & Private Equity
Experience
New Jersey Economic Development Authority (NJEDA) June 2015 - Present
Hirtle, Callaghan & Co. April 2011 - June 2015
State of New Jersey, Division of Investment October 2006 - April 2011
State of New Jersey, Division of Investment July 2005 - October 2006
Conexus Capital Advisors, Inc. March 2004 - October 2004
Skills
Alternative Investments, Private Equity, Investments, Asset Managment, Asset Allocation, Investment Management, Portfolio Management, Fund Of Funds, Venture Capital, Equities, Fixed Income, Investment Strategies, Bloomberg, Investment Advisory, Due Diligence, Asset, Wealth Management, Mergers & Acquisitions, Asset Management
Education
Temple University - Fox School of Business and Management 2008 — 2011
MBA
Drew University 2001 — 2005
BA
New Jersey Economic Development Authority (NJEDA) June 2015 - Present
Hirtle, Callaghan & Co. April 2011 - June 2015
State of New Jersey, Division of Investment October 2006 - April 2011
State of New Jersey, Division of Investment July 2005 - October 2006
Conexus Capital Advisors, Inc. March 2004 - October 2004
Skills
Alternative Investments, Private Equity, Investments, Asset Managment, Asset Allocation, Investment Management, Portfolio Management, Fund Of Funds, Venture Capital, Equities, Fixed Income, Investment Strategies, Bloomberg, Investment Advisory, Due Diligence, Asset, Wealth Management, Mergers & Acquisitions, Asset Management
Education
Temple University - Fox School of Business and Management 2008 — 2011
MBA
Drew University 2001 — 2005
BA
Chris Rachfal Chris Rachfal's Hirtle, Callaghan & Co. Experience January 2015 - Present
Job Senior Analyst, Portfolio Management at Hirtle, Callaghan & Co.
Industry E-Learning
Experience
Hirtle, Callaghan & Co. January 2015 - Present
Hirtle, Callaghan & Co. January 2014 - December 2014
EducationDynamics September 2010 - January 2014
Georgetown University September 2007 - May 2009
AeA (Currently TechAmerica) June 2008 - August 2008
Skills
Analytics, Strategic Planning, Data Analysis, Web Analytics, Market Research, Competitive Analysis, Budgets, CRM, Strategy, Sports, Marketing Research, Financial Analysis, Marketing, Salesforce.com, Financial Modeling, Strategic Partnerships, Business Development, Entrepreneurship, Online Marketing, Online Advertising
Education
Georgetown University 2005 — 2009
Bachelor of Science, Finance and Marketing
St. Mary's Preparatory 2001 — 2005
Hirtle, Callaghan & Co. January 2015 - Present
Hirtle, Callaghan & Co. January 2014 - December 2014
EducationDynamics September 2010 - January 2014
Georgetown University September 2007 - May 2009
AeA (Currently TechAmerica) June 2008 - August 2008
Skills
Analytics, Strategic Planning, Data Analysis, Web Analytics, Market Research, Competitive Analysis, Budgets, CRM, Strategy, Sports, Marketing Research, Financial Analysis, Marketing, Salesforce.com, Financial Modeling, Strategic Partnerships, Business Development, Entrepreneurship, Online Marketing, Online Advertising
Education
Georgetown University 2005 — 2009
Bachelor of Science, Finance and Marketing
St. Mary's Preparatory 2001 — 2005
Nicholas Botticelli Nicholas Botticelli's Hirtle, Callaghan & Co. Experience May 2014 - Present
Job Director of Strategy & Head of Pension Portfolio Management at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. May 2014 - Present
Verizon 2012 - April 2014
Verizon January 2007 - April 2014
Verizon 2004 - April 2014
Skills
Asset Management, Asset Allocation, Strategic Partnerships, Fixed Income, Portfolio Management, Equities, Management, Financial Services, Trading, Investments, Capital Markets, Program Management, Strategy, Alternative Investments, Financial Modeling, Hedge Funds
Education
Pace University 1993 — 1997
Hirtle, Callaghan & Co. May 2014 - Present
Verizon 2012 - April 2014
Verizon January 2007 - April 2014
Verizon 2004 - April 2014
Skills
Asset Management, Asset Allocation, Strategic Partnerships, Fixed Income, Portfolio Management, Equities, Management, Financial Services, Trading, Investments, Capital Markets, Program Management, Strategy, Alternative Investments, Financial Modeling, Hedge Funds
Education
Pace University 1993 — 1997
Randall Burkert Randall Burkert's Hirtle, Callaghan & Co. Experience August 2009 - May 2012
Job Managing Director and SVP of the Northeast Region at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2012 - Present
Hirtle, Callaghan & Co. August 2009 - May 2012
Goldman Sachs 1989 - August 2009
Skills
Asset Management, Private Equity, Portfolio Management, Alternative Investments, Hedge Funds, Investments, Asset Managment, Securities, Financial Services, Leadership, Wealth Management..., Investment Management, Wealth Management, Due Diligence, Equities, Valuation, Financial Advisory, Fixed Income, Venture Capital, Financial Modeling, Management, New Business Development, Equity Trading, Strategic Financial...
Education
Drexel University
BS, Accounting and Business/Management
University of Pennsylvania - The Wharton School
MBA, Finance, General
Northern Trust August 2012 - Present
Hirtle, Callaghan & Co. August 2009 - May 2012
Goldman Sachs 1989 - August 2009
Skills
Asset Management, Private Equity, Portfolio Management, Alternative Investments, Hedge Funds, Investments, Asset Managment, Securities, Financial Services, Leadership, Wealth Management..., Investment Management, Wealth Management, Due Diligence, Equities, Valuation, Financial Advisory, Fixed Income, Venture Capital, Financial Modeling, Management, New Business Development, Equity Trading, Strategic Financial...
Education
Drexel University
BS, Accounting and Business/Management
University of Pennsylvania - The Wharton School
MBA, Finance, General
Catherine Leggett, CFP® Catherine Leggett, CFP®'s Hirtle, Callaghan & Co. Experience 2012 - Present
Job
Industry Financial Services
Experience
Hirtle, Callaghan & Co. 2012 - Present
Skills
Asset Management, Public Speaking, Asset Allocation, Alternative Investments, Investment Strategies, Hedge Funds, Investment Management, Investment Advisory
Education
La Salle University - School of Business Administration 2008 — 2010
Master of Business Administration
Millersville University of Pennsylvania 2004 — 2008
Bachelor of Science in Business Administration
Hirtle, Callaghan & Co. 2012 - Present
Skills
Asset Management, Public Speaking, Asset Allocation, Alternative Investments, Investment Strategies, Hedge Funds, Investment Management, Investment Advisory
Education
La Salle University - School of Business Administration 2008 — 2010
Master of Business Administration
Millersville University of Pennsylvania 2004 — 2008
Bachelor of Science in Business Administration
Teodora Stoyanova's Hirtle, Callaghan & Co. Experience September 2008 - March 2009
Job Climate & Energy Campaigner at Greenpeace
Industry Environmental Services
Experience
Balkans Investment Consulting Agency [BICA] September 2013 - February 2014
Yale School of Forestry and Environmental Studies Career Development Office September 2011 - May 2013
WBCSD July 2012 - August 2012
Clean Air - Cool Planet May 2012 - July 2012
Yale School of Forestry and Environmental Studies Center for Industrial Ecology September 2011 - May 2012
Procter & Gamble August 2010 - November 2010
Hirtle, Callaghan & Co. September 2008 - March 2009
URS Corporation September 2007 - March 2008
PMA Insurance Group September 2006 - March 2007
Skills
Sustainability, Financial Reporting, Sustainable Business, Corporate Social..., Financial Analysis, Finance, Research, Data Analysis, Energy Efficiency, Sustainable Energy, Sustainability..., Project Management, Analysis, Budgets, Microsoft Excel, Event Planning, Life Cycle Assessment, Entrepreneurship, GIS, Risk Management, Financial Modeling, Survey Design, Public Speaking, PowerPoint, Carbon Footprinting, Microsoft Office, Energy Markets, Project Finance, Renewable Energy
Education
Yale School of Forestry and Environmental Studies 2011 — 2013
Master of Environmental Management, Business and the Environment
Drexel University - LeBow College of Business 2005 — 2010
Bachelor in Science in Business Administration, Finance, International Business
First English Language School 2000 — 2005
English, German
Balkans Investment Consulting Agency [BICA] September 2013 - February 2014
Yale School of Forestry and Environmental Studies Career Development Office September 2011 - May 2013
WBCSD July 2012 - August 2012
Clean Air - Cool Planet May 2012 - July 2012
Yale School of Forestry and Environmental Studies Center for Industrial Ecology September 2011 - May 2012
Procter & Gamble August 2010 - November 2010
Hirtle, Callaghan & Co. September 2008 - March 2009
URS Corporation September 2007 - March 2008
PMA Insurance Group September 2006 - March 2007
Skills
Sustainability, Financial Reporting, Sustainable Business, Corporate Social..., Financial Analysis, Finance, Research, Data Analysis, Energy Efficiency, Sustainable Energy, Sustainability..., Project Management, Analysis, Budgets, Microsoft Excel, Event Planning, Life Cycle Assessment, Entrepreneurship, GIS, Risk Management, Financial Modeling, Survey Design, Public Speaking, PowerPoint, Carbon Footprinting, Microsoft Office, Energy Markets, Project Finance, Renewable Energy
Education
Yale School of Forestry and Environmental Studies 2011 — 2013
Master of Environmental Management, Business and the Environment
Drexel University - LeBow College of Business 2005 — 2010
Bachelor in Science in Business Administration, Finance, International Business
First English Language School 2000 — 2005
English, German
Craig Morgenstern, CFA Craig Morgenstern, CFA's Hirtle, Callaghan & Co. Experience 2013 - Present
Job Investment Officer at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. 2013 - Present
Endowment Capital 2012 - 2013
Ziff Brothers Investments 2010 - 2012
Baird 2008 - 2010
Skills
Corporate Development, Capital Markets, Emerging Markets, LBO, Financial Structuring, Corporate Governance, Joint Ventures, Private Placements, DCF, Business Valuation, Investment Management, Investor Relations, M&A experience, Investment Strategies, Structured Finance, Leveraged Finance, Chartered Financial..., Strategy, Investments, Portfolio Management, Asset Management
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
B.S. Finance, B.S. Accounting
Hirtle, Callaghan & Co. 2013 - Present
Endowment Capital 2012 - 2013
Ziff Brothers Investments 2010 - 2012
Baird 2008 - 2010
Skills
Corporate Development, Capital Markets, Emerging Markets, LBO, Financial Structuring, Corporate Governance, Joint Ventures, Private Placements, DCF, Business Valuation, Investment Management, Investor Relations, M&A experience, Investment Strategies, Structured Finance, Leveraged Finance, Chartered Financial..., Strategy, Investments, Portfolio Management, Asset Management
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
B.S. Finance, B.S. Accounting
Jiaxi Chen's Hirtle, Callaghan & Co. Experience September 2009 - March 2010
Job Senior Analyst, Mergers & Acquisitions
Industry Security and Investigations
Experience
Tyco November 2014 - Present
KPMG US February 2013 - November 2014
William Yetke Real Estate Consultants & Appraisers September 2011 - February 2013
Hamilton Lane March 2011 - September 2011
Hirtle, Callaghan & Co. September 2009 - March 2010
BlackRock September 2008 - March 2009
Skills
Financial Modeling, Private Equity, Valuation, Argus Modeling, BlackRock Aladdin, DCF Valuation, Due Diligence, Portfolio Management, Investments, Real Estate, Commercial Real Estate, DCF, Capital IQ, Tax, Business Valuation, Financial Statement..., Equity Valuation, Corporate Finance, Alternative Investments, Valuation Modeling, Cash Flow Forecasting, Derivatives, Fixed Income, Options, Financial Analysis, Investment Valuation, LBO, Finance, Management, Mergers & Acquisitions, Analysis, Equities, Microsoft Office
Education
Drexel University 2007 — 2011
Bachelor's Degree, Finance & Mathematics
The University of Hong Kong 2010 — 2010
Bachelor's Degree, Finance & Economics
absegami
Management Information Systems, General
Tyco November 2014 - Present
KPMG US February 2013 - November 2014
William Yetke Real Estate Consultants & Appraisers September 2011 - February 2013
Hamilton Lane March 2011 - September 2011
Hirtle, Callaghan & Co. September 2009 - March 2010
BlackRock September 2008 - March 2009
Skills
Financial Modeling, Private Equity, Valuation, Argus Modeling, BlackRock Aladdin, DCF Valuation, Due Diligence, Portfolio Management, Investments, Real Estate, Commercial Real Estate, DCF, Capital IQ, Tax, Business Valuation, Financial Statement..., Equity Valuation, Corporate Finance, Alternative Investments, Valuation Modeling, Cash Flow Forecasting, Derivatives, Fixed Income, Options, Financial Analysis, Investment Valuation, LBO, Finance, Management, Mergers & Acquisitions, Analysis, Equities, Microsoft Office
Education
Drexel University 2007 — 2011
Bachelor's Degree, Finance & Mathematics
The University of Hong Kong 2010 — 2010
Bachelor's Degree, Finance & Economics
absegami
Management Information Systems, General
Andrew Gourlay Andrew Gourlay's Hirtle, Callaghan & Co. Experience February 2014 - May 2015
Job Sales Operations Coordinator at Richmond Kickers Soccer Club
Industry Sports
Experience
Richmond Kickers Soccer Club September 2015 - Present
Richmond Kickers Soccer Club May 2015 - September 2015
Hirtle, Callaghan & Co. February 2014 - May 2015
Interstate General Media July 2013 - May 2015
TRC Electronics, Inc. December 2012 - May 2013
National Kidney Foundation May 2011 - September 2011
Skills
Social Media, Facebook, Fundraising, Event Planning, Public Relations, Press Releases, Social Networking, Media Relations, Event Management, Microsoft Office, Research, PowerPoint, Community Outreach, Customer Service, Microsoft Excel
Education
La Salle University 2009 — 2013
Bachelor of Arts (B.A.), Communication and Political Science, 3.88
Richmond Kickers Soccer Club September 2015 - Present
Richmond Kickers Soccer Club May 2015 - September 2015
Hirtle, Callaghan & Co. February 2014 - May 2015
Interstate General Media July 2013 - May 2015
TRC Electronics, Inc. December 2012 - May 2013
National Kidney Foundation May 2011 - September 2011
Skills
Social Media, Facebook, Fundraising, Event Planning, Public Relations, Press Releases, Social Networking, Media Relations, Event Management, Microsoft Office, Research, PowerPoint, Community Outreach, Customer Service, Microsoft Excel
Education
La Salle University 2009 — 2013
Bachelor of Arts (B.A.), Communication and Political Science, 3.88
Eric Wiercinski Eric Wiercinski's Hirtle, Callaghan & Co. Experience 2010 - 2010
Job Private Capital Markets
Industry Venture Capital & Private Equity
Experience
BHA SELECT NETWORK, LLC April 2014 - Present
Harbour Capital Partners (formerly The Schubert Group) 2011 - 2014
SeventySix Capital 2011 - 2011
Hirtle, Callaghan & Co. 2010 - 2010
KiNEXT 2008 - 2010
Education
Drexel University Bennett S. LeBow College of Business
Bachelor's of Science in Business Administration (BSBA), Finance, Entrepreneurship
United States Military Academy at West Point
Engineering, Life Sciences
BHA SELECT NETWORK, LLC April 2014 - Present
Harbour Capital Partners (formerly The Schubert Group) 2011 - 2014
SeventySix Capital 2011 - 2011
Hirtle, Callaghan & Co. 2010 - 2010
KiNEXT 2008 - 2010
Education
Drexel University Bennett S. LeBow College of Business
Bachelor's of Science in Business Administration (BSBA), Finance, Entrepreneurship
United States Military Academy at West Point
Engineering, Life Sciences
Rosemary DeMaio Rosemary DeMaio's Hirtle, Callaghan & Co. Experience April 1994 - January 2003
Job Accounts Receivable Coordinator at HOPE worldwide
Industry Nonprofit Organization Management
Experience
HOPE worldwide February 2003 - Present
Hirtle, Callaghan & Co. April 1994 - January 2003
Skills
Strategic Planning, Microsoft Office, Microsoft Excel, Customer Service, Teaching, Microsoft Word, Nonprofits, Budgets
Education
Elizabethtown College 1989 — 1993
Bachelor of Arts, Social Work
HOPE worldwide February 2003 - Present
Hirtle, Callaghan & Co. April 1994 - January 2003
Skills
Strategic Planning, Microsoft Office, Microsoft Excel, Customer Service, Teaching, Microsoft Word, Nonprofits, Budgets
Education
Elizabethtown College 1989 — 1993
Bachelor of Arts, Social Work
Brian Bernier's Hirtle, Callaghan & Co. Experience October 2010 - May 2011
Job Vice President at ECBM
Industry Insurance
Experience
ECBM January 2015 - Present
ECBM May 2011 - Present
Hirtle, Callaghan & Co. October 2010 - May 2011
Hirtle, Callaghan & Co. September 2009 - October 2010
Hirtle, Callaghan & Co. March 2008 - September 2009
PPB Advisors April 2007 - January 2008
Hartford Investment Management 2006 - 2007
Skills
Underwriting, Health Insurance, Professional Liability, Risk Management, Financial Modeling, Investments, Marketing Strategy, Employee Benefits, Strategic Planning, Business Development, Marketing, New Business Development, Strategy, Private Equity, Sales, Analysis, Casualty, Liability, Insurance, CRM, Account Management, Financial Analysis, Consulting
Education
Penn State University 2002 — 2006
B.S., Economics
LUISS Business School 2005 — 2005
International Economics, Italy
ECBM January 2015 - Present
ECBM May 2011 - Present
Hirtle, Callaghan & Co. October 2010 - May 2011
Hirtle, Callaghan & Co. September 2009 - October 2010
Hirtle, Callaghan & Co. March 2008 - September 2009
PPB Advisors April 2007 - January 2008
Hartford Investment Management 2006 - 2007
Skills
Underwriting, Health Insurance, Professional Liability, Risk Management, Financial Modeling, Investments, Marketing Strategy, Employee Benefits, Strategic Planning, Business Development, Marketing, New Business Development, Strategy, Private Equity, Sales, Analysis, Casualty, Liability, Insurance, CRM, Account Management, Financial Analysis, Consulting
Education
Penn State University 2002 — 2006
B.S., Economics
LUISS Business School 2005 — 2005
International Economics, Italy
Caroline (Minkoff) Wyspianski Caroline (Minkoff) Wyspianski's Hirtle, Callaghan & Co. Experience October 2009 - May 2014
Job Vice President at Glenmede Trust Company
Industry Banking
Experience
Glenmede Trust Company May 2014 - Present
Hirtle, Callaghan & Co. October 2009 - May 2014
Credit Suisse May 2006 - February 2009
Woodhouse Shanahan LLP September 2004 - October 2005
Skills
Asset Allocation, Hedge Funds, Alternative Assets, Institutional Investors, Fund Of Funds, Fund Analysis, Investment Selection, Tactical Asset..., Separately Managed..., Investment Advisory, Reporting & Analysis, Bloomberg, Morningstar, Financial Modeling, Alternative Investments, Venture Capital, Institutional..., Investment Management
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Rutgers University School of Law - Camden 2004 — 2005
Law
Colby College 2000 — 2004
Glenmede Trust Company May 2014 - Present
Hirtle, Callaghan & Co. October 2009 - May 2014
Credit Suisse May 2006 - February 2009
Woodhouse Shanahan LLP September 2004 - October 2005
Skills
Asset Allocation, Hedge Funds, Alternative Assets, Institutional Investors, Fund Of Funds, Fund Analysis, Investment Selection, Tactical Asset..., Separately Managed..., Investment Advisory, Reporting & Analysis, Bloomberg, Morningstar, Financial Modeling, Alternative Investments, Venture Capital, Institutional..., Investment Management
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Rutgers University School of Law - Camden 2004 — 2005
Law
Colby College 2000 — 2004
Stephen Dybalski Stephen Dybalski's Hirtle, Callaghan & Co. Experience September 2010 - January 2012
Job Sales Manager at Mela sciences
Industry Medical Devices
Experience
MELA Sciences, Inc. July 2014 - Present
ADP January 2012 - July 2014
Hirtle, Callaghan & Co. September 2010 - January 2012
BNP Paribas Securities Services April 2008 - September 2010
BNP Paribas June 2007 - April 2008
Skills
Training, Sales, Sales Operations, Project Management, B2B, Program Management, Banking, Equities, Forecasting, Negotiation, Employee Benefits, Networking, Time Management, Cold Calling, Selling
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
BS, Information Technology
Shawnee High School
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
MELA Sciences, Inc. July 2014 - Present
ADP January 2012 - July 2014
Hirtle, Callaghan & Co. September 2010 - January 2012
BNP Paribas Securities Services April 2008 - September 2010
BNP Paribas June 2007 - April 2008
Skills
Training, Sales, Sales Operations, Project Management, B2B, Program Management, Banking, Equities, Forecasting, Negotiation, Employee Benefits, Networking, Time Management, Cold Calling, Selling
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
BS, Information Technology
Shawnee High School
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Donna Wells Donna Wells's Hirtle, Callaghan & Co. Experience September 2010 - September 2011
Job Business Partner at Franklin Covey
Industry Professional Training & Coaching
Experience
FranklinCovey April 2014 - Present
www.goalinvestor.com July 2013 - December 2013
PTM Wealth Management April 2012 - November 2012
Hirtle, Callaghan & Co. September 2010 - September 2011
The Borden Agency July 2006 - April 2007
SEI Investments June 1999 - May 2005
Delaware Investments, a member of the Macquarie Group June 1997 - June 1999
Wood Logan Associates 1995 - 1997
Skills
Marketing, Business Strategy, Analysis, Financial Services, Customer Engagement, Investments, Customer Service, Writing, Salesforce.com, Insurance, Strategy, Marketing Strategy, Coaching, Team Building
Education
Fairfield University 1990 — 1994
Bachelor of Arts, Psychology, English
FranklinCovey April 2014 - Present
www.goalinvestor.com July 2013 - December 2013
PTM Wealth Management April 2012 - November 2012
Hirtle, Callaghan & Co. September 2010 - September 2011
The Borden Agency July 2006 - April 2007
SEI Investments June 1999 - May 2005
Delaware Investments, a member of the Macquarie Group June 1997 - June 1999
Wood Logan Associates 1995 - 1997
Skills
Marketing, Business Strategy, Analysis, Financial Services, Customer Engagement, Investments, Customer Service, Writing, Salesforce.com, Insurance, Strategy, Marketing Strategy, Coaching, Team Building
Education
Fairfield University 1990 — 1994
Bachelor of Arts, Psychology, English
Samuel P. Varano, CFP® Samuel P. Varano, CFP®'s Hirtle, Callaghan & Co. Experience July 2006 - September 2009
Job Pitcairn | Personal Financial Manager | Wealth Managment Services| CERTIFIED FINANCIAL PLANNER™ | MultiFamily Office
Industry Investment Management
Experience
Pitcairn April 2014 - Present
United Capital Financial Advisers, LLC September 2013 - April 2014
Mercer Advisors February 2012 - March 2013
WebsterRogers Financial Advisors, LLC March 2010 - November 2011
360 Financial Partners 2009 - 2010
Hirtle, Callaghan & Co. July 2006 - September 2009
Vanguard January 2004 - July 2005
Skills
Certified Financial..., Portfolio Management, Wealth Management, Institutional Investors, Investment Advisory, Financial Planning, Monte Carlo Simulation, Retirement Planning, 401k Rollovers, Retirement Plan..., Retirement Income..., Asset Management, Global Asset Allocation, Asset Allocation, Private Wealth..., Comprehensive Wealth..., Investments, Asset Managment, Retirement, Strategic Financial..., Wealth Management..., Investment Management, Investment Strategies, Institutional..., Alternative Investments, Finance, High Net Worth..., Financial Advisory, Relationship Management, Mutual Funds, Financial Markets, 401k, ETFs, Fixed Income, Financial Services, Series 65, Wealth, Family Office, Financial Planners, Pensions, Bonds, Personal Financial..., Fund Of Funds, IRAs, Pension Funds, Life Insurance, Separately Managed..., CRM, Options, Trusts
Education
Indiana University of Pennsylvania 1999 — 2004
B.S., Finance
The American College 2005 — 2007
Bryn Mawr, PA, CFP® Certification Education
Pitcairn April 2014 - Present
United Capital Financial Advisers, LLC September 2013 - April 2014
Mercer Advisors February 2012 - March 2013
WebsterRogers Financial Advisors, LLC March 2010 - November 2011
360 Financial Partners 2009 - 2010
Hirtle, Callaghan & Co. July 2006 - September 2009
Vanguard January 2004 - July 2005
Skills
Certified Financial..., Portfolio Management, Wealth Management, Institutional Investors, Investment Advisory, Financial Planning, Monte Carlo Simulation, Retirement Planning, 401k Rollovers, Retirement Plan..., Retirement Income..., Asset Management, Global Asset Allocation, Asset Allocation, Private Wealth..., Comprehensive Wealth..., Investments, Asset Managment, Retirement, Strategic Financial..., Wealth Management..., Investment Management, Investment Strategies, Institutional..., Alternative Investments, Finance, High Net Worth..., Financial Advisory, Relationship Management, Mutual Funds, Financial Markets, 401k, ETFs, Fixed Income, Financial Services, Series 65, Wealth, Family Office, Financial Planners, Pensions, Bonds, Personal Financial..., Fund Of Funds, IRAs, Pension Funds, Life Insurance, Separately Managed..., CRM, Options, Trusts
Education
Indiana University of Pennsylvania 1999 — 2004
B.S., Finance
The American College 2005 — 2007
Bryn Mawr, PA, CFP® Certification Education
Susan H. McEvoy, CFP® Susan H. McEvoy, CFP®'s Hirtle, Callaghan & Co. Experience January 2015 - Present
Job Director, Investment Officer at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. January 2015 - Present
Hirtle, Callaghan & Co. 2005 - Present
Skills
Investments, Investment Management, Investment Strategies, Asset Allocation, Equities, Fixed Income, Private Equity, Program Management, Alternative Investments, Investment Advisory, Asset Management, Hedge Funds, Wealth Management, Venture Capital, Institutional..., Estate Planning, Wealth Management..., Endowments, Portfolio Management, Valuation
Education
Kellogg School of Management 2011 — 2011
Executive Education, Leadership in the Family Enterprise
Penn State University
Bachelor's Degree
Hirtle, Callaghan & Co. January 2015 - Present
Hirtle, Callaghan & Co. 2005 - Present
Skills
Investments, Investment Management, Investment Strategies, Asset Allocation, Equities, Fixed Income, Private Equity, Program Management, Alternative Investments, Investment Advisory, Asset Management, Hedge Funds, Wealth Management, Venture Capital, Institutional..., Estate Planning, Wealth Management..., Endowments, Portfolio Management, Valuation
Education
Kellogg School of Management 2011 — 2011
Executive Education, Leadership in the Family Enterprise
Penn State University
Bachelor's Degree
David Kriegel, CFP®'s Hirtle, Callaghan & Co. Experience December 2009 - Present
Job Portfolio Manager at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co. December 2009 - Present
Sage Financial Group November 2007 - November 2009
PricewaterhouseCoopers August 2005 - November 2007
Skills
Wealth Management, Investments, Asset Allocation, High Net Worth..., Portfolio Management, Investment Advisory, Equities, Fixed Income, IRAs, Mutual Funds, 401k, Hedge Funds, Private Equity, Alternative Investments
Education
University of Delaware 2001 — 2005
BS, Finance
Hirtle, Callaghan & Co. December 2009 - Present
Sage Financial Group November 2007 - November 2009
PricewaterhouseCoopers August 2005 - November 2007
Skills
Wealth Management, Investments, Asset Allocation, High Net Worth..., Portfolio Management, Investment Advisory, Equities, Fixed Income, IRAs, Mutual Funds, 401k, Hedge Funds, Private Equity, Alternative Investments
Education
University of Delaware 2001 — 2005
BS, Finance
Brad Conger's Hirtle, Callaghan & Co. Experience December 2010 - Present
Job Investment Research at Hirtle Callaghan
Industry Investment Management
Experience
Hirtle, Callaghan & Co. December 2010 - Present
Global Currents Investment Management, LLC 2008 - 2010
Narragansett Sailing 2002 - 2005
Education
Harvard Business School 1991 — 1993
Mba
University of North Carolina at Chapel Hill 1985 — 1989
BA, Economics
Hirtle, Callaghan & Co. December 2010 - Present
Global Currents Investment Management, LLC 2008 - 2010
Narragansett Sailing 2002 - 2005
Education
Harvard Business School 1991 — 1993
Mba
University of North Carolina at Chapel Hill 1985 — 1989
BA, Economics
Steven Tuttleman's Hirtle, Callaghan & Co. Experience 2011 - Present
Job Principal Investor and Consultant to Middle Market Growth Companies
Industry Investment Management
Experience
Blue 9 Capital 1984 - Present
Ebonite International 1985 - Present
Hirtle, Callaghan & Co. 2011 - Present
Discovery Times Square Exposition 2008 - Present
Sally Hershberger Professional Haircare 2007 - Present
Running Subway, LLC 2010 - Present
Evenstar Films 1998 - Present
LLR Partners 2002 - Present
Tuttleman Family Foundation 2002 - Present
Friends Seminary 2006 - June 2013
Skills
Private Equity, Investment Management, Principal Investing, Estate Planning, Corporate Governance, Non-profit Leadership, Equities, Venture Capital, Investments, Financial Modeling, Marketing Strategy, Start-ups, Strategic Planning, Entrepreneurship, Mergers & Acquisitions, Product Development, Strategic Partnerships, Asset Management, Portfolio Management, Strategy, Corporate Development
Education
New York University School of Law 1982 — 1984
JD
University of Pennsylvania - The Wharton School 1979 — 1981
BS Economics, Finance
Blue 9 Capital 1984 - Present
Ebonite International 1985 - Present
Hirtle, Callaghan & Co. 2011 - Present
Discovery Times Square Exposition 2008 - Present
Sally Hershberger Professional Haircare 2007 - Present
Running Subway, LLC 2010 - Present
Evenstar Films 1998 - Present
LLR Partners 2002 - Present
Tuttleman Family Foundation 2002 - Present
Friends Seminary 2006 - June 2013
Skills
Private Equity, Investment Management, Principal Investing, Estate Planning, Corporate Governance, Non-profit Leadership, Equities, Venture Capital, Investments, Financial Modeling, Marketing Strategy, Start-ups, Strategic Planning, Entrepreneurship, Mergers & Acquisitions, Product Development, Strategic Partnerships, Asset Management, Portfolio Management, Strategy, Corporate Development
Education
New York University School of Law 1982 — 1984
JD
University of Pennsylvania - The Wharton School 1979 — 1981
BS Economics, Finance
Kristin Lymych's Hirtle, Callaghan & Co. Experience April 2013 - Present
Job Business Analyst at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co. April 2013 - Present
Hirtle, Callaghan & Co. January 2010 - Present
Hirtle, Callaghan & Co. May 2008 - December 2009
PNC Managed Investments Inc, formally known as ADVISORport, Inc. November 2007 - May 2008
PNC Managed Investments Inc., formally known as ADVISORport, Inc. January 2007 - November 2007
PNC Managed Investments Inc., formally known as ADVISORport, Inc August 2006 - December 2006
Skills
Bloomberg, Financial Services, Security APL, Alternative Investments, Hedge Funds, Fixed Income, Strategy, Financial Modeling, Valuation, Capital Markets, Securities, Program Management
Education
Villanova University
Master Certificate in Business Analysts
Penn State University
Bachelor of Science (B.S.), Economics
Hirtle, Callaghan & Co. April 2013 - Present
Hirtle, Callaghan & Co. January 2010 - Present
Hirtle, Callaghan & Co. May 2008 - December 2009
PNC Managed Investments Inc, formally known as ADVISORport, Inc. November 2007 - May 2008
PNC Managed Investments Inc., formally known as ADVISORport, Inc. January 2007 - November 2007
PNC Managed Investments Inc., formally known as ADVISORport, Inc August 2006 - December 2006
Skills
Bloomberg, Financial Services, Security APL, Alternative Investments, Hedge Funds, Fixed Income, Strategy, Financial Modeling, Valuation, Capital Markets, Securities, Program Management
Education
Villanova University
Master Certificate in Business Analysts
Penn State University
Bachelor of Science (B.S.), Economics
Kori Capitummino's Hirtle, Callaghan & Co. Experience September 2003 - January 2010
Job Stylist at Stella & Dot
Industry Apparel & Fashion
Experience
Stay At Home Mom January 2013 - Present
Stella & Dot April 2012 - Present
Amsale Aberra, L.L.C. January 2010 - January 2013
Hirtle, Callaghan & Co. September 2003 - January 2010
Education
State University of New York College at Geneseo 1996 — 2000
Stay At Home Mom January 2013 - Present
Stella & Dot April 2012 - Present
Amsale Aberra, L.L.C. January 2010 - January 2013
Hirtle, Callaghan & Co. September 2003 - January 2010
Education
State University of New York College at Geneseo 1996 — 2000
Andrew Daly, CFA's Hirtle, Callaghan & Co. Experience January 2002 - December 2005
Job Institutional Group at SEI
Industry Investment Management
Experience
SEI July 2014 - Present
Mill Creek Capital Advisors, LLC 2007 - June 2014
Radcliffe Group January 2006 - December 2006
Hirtle, Callaghan & Co. January 2002 - December 2005
InvestorForce January 2000 - December 2001
Vanguard 1998 - 2000
Skills
Alternative Investments, Portfolio Management, Securities, Investments, Due Diligence, Equities, Asset Managment, Series 7, Bloomberg, Valuation, Asset Management, Bonds, Capital Markets, Financial Structuring, Private Equity, Investment Banking, Fixed Income, High Yield, Financial Modeling, Hedge Funds
Education
Grove City College 1994 — 1998
Bachelor of Science (BS), Finance, General, Cum Laude
Conestoga High School 1990 — 1994
SEI July 2014 - Present
Mill Creek Capital Advisors, LLC 2007 - June 2014
Radcliffe Group January 2006 - December 2006
Hirtle, Callaghan & Co. January 2002 - December 2005
InvestorForce January 2000 - December 2001
Vanguard 1998 - 2000
Skills
Alternative Investments, Portfolio Management, Securities, Investments, Due Diligence, Equities, Asset Managment, Series 7, Bloomberg, Valuation, Asset Management, Bonds, Capital Markets, Financial Structuring, Private Equity, Investment Banking, Fixed Income, High Yield, Financial Modeling, Hedge Funds
Education
Grove City College 1994 — 1998
Bachelor of Science (BS), Finance, General, Cum Laude
Conestoga High School 1990 — 1994
Scott Jacobson's Hirtle, Callaghan & Co. Experience April 2015 - Present
Job Investment Strategist at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. April 2015 - Present
ClearVol Capital Management LLC August 2011 - March 2015
Wedbush Securities January 2013 - April 2014
Sanford C. Bernstein August 2009 - August 2011
Capstone Global Markets June 2007 - August 2009
Jefferies & Co. 1999 - 2006
Cargill Financial Services Corp. 1995 - 1998
Skills
Hedge Funds, Equities, Equity Trading, Options, Equity Research, Trading, Alternative Investments, Bloomberg, Electronic Trading, Capital Markets, Derivatives, Series 7, Fixed Income, Trading Systems, Equity Derivatives, Business Intelligence, Securities, Financial Markets, Commodity, Asset Management, Investments, ETFs, Investment Banking, Trading Strategies, Arbitrage, Proprietary Trading, Asset Allocation, Investment Strategies, Valuation, Structured Finance, Structured Products, Portfolio Management, Quantitative Finance, Hedging, Prime Brokerage, Volatility, Investment Management, Emerging Markets, Bonds, Market Data, Equity Valuation, FX Options, Swaps
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA
The University of North Dakota 1981 — 1985
BS, BBA, Accounting and Computer Science
Hirtle, Callaghan & Co. April 2015 - Present
ClearVol Capital Management LLC August 2011 - March 2015
Wedbush Securities January 2013 - April 2014
Sanford C. Bernstein August 2009 - August 2011
Capstone Global Markets June 2007 - August 2009
Jefferies & Co. 1999 - 2006
Cargill Financial Services Corp. 1995 - 1998
Skills
Hedge Funds, Equities, Equity Trading, Options, Equity Research, Trading, Alternative Investments, Bloomberg, Electronic Trading, Capital Markets, Derivatives, Series 7, Fixed Income, Trading Systems, Equity Derivatives, Business Intelligence, Securities, Financial Markets, Commodity, Asset Management, Investments, ETFs, Investment Banking, Trading Strategies, Arbitrage, Proprietary Trading, Asset Allocation, Investment Strategies, Valuation, Structured Finance, Structured Products, Portfolio Management, Quantitative Finance, Hedging, Prime Brokerage, Volatility, Investment Management, Emerging Markets, Bonds, Market Data, Equity Valuation, FX Options, Swaps
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA
The University of North Dakota 1981 — 1985
BS, BBA, Accounting and Computer Science
Nick Annechini's Hirtle, Callaghan & Co. Experience May 2011 - Present
Job Senior Associate at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co. May 2011 - Present
Capital Management Associates December 2007 - May 2011
LaBranche & Co. October 2002 - January 2007
Skills
Equities, Equity Trading, Hedge Funds, Series 7, Trading, Investment Advisory, Investment Management, Asset Allocation, Asset Management, Investment Strategies, Portfolio Management, Alternative Investments, ETFs, Bloomberg, Investments, Fixed Income, Securities, Series 63, Capital Markets, Mutual Funds
Education
Saint Joseph's University 1996 — 2000
Arizona State University
Hirtle, Callaghan & Co. May 2011 - Present
Capital Management Associates December 2007 - May 2011
LaBranche & Co. October 2002 - January 2007
Skills
Equities, Equity Trading, Hedge Funds, Series 7, Trading, Investment Advisory, Investment Management, Asset Allocation, Asset Management, Investment Strategies, Portfolio Management, Alternative Investments, ETFs, Bloomberg, Investments, Fixed Income, Securities, Series 63, Capital Markets, Mutual Funds
Education
Saint Joseph's University 1996 — 2000
Arizona State University
Rodney A. Lumpkin, CFA's Hirtle, Callaghan & Co. Experience 2001 - 2003
Job Portfolio Manager Private Market Strategies SEI Investments
Industry Investment Management
Experience
SEI Investments March 2009 - Present
PricewaterhouseCoopers August 2005 - March 2009
Hirtle, Callaghan & Co. 2001 - 2003
Skills
Private Equity, Asset Allocation, Alternative Investments, Investment Advisory, Asset Management, Portfolio Management, Investments
Education
IESE Business School 2005 — 2005
MBA
Cornell University - Johnson Graduate School of Management 2003 — 2005
University of Georgia - Terry College of Business 1995 — 1998
BBA, Finance
SEI Investments March 2009 - Present
PricewaterhouseCoopers August 2005 - March 2009
Hirtle, Callaghan & Co. 2001 - 2003
Skills
Private Equity, Asset Allocation, Alternative Investments, Investment Advisory, Asset Management, Portfolio Management, Investments
Education
IESE Business School 2005 — 2005
MBA
Cornell University - Johnson Graduate School of Management 2003 — 2005
University of Georgia - Terry College of Business 1995 — 1998
BBA, Finance
Andy Derrow's Hirtle, Callaghan & Co. Experience March 2004 - Present
Job Director at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co. March 2004 - Present
Goldman Sachs 1982 - 2004
Skills
Hedge Funds, Asset Managment, Asset Management, Equities, Alternative Investments, Private Equity
Education
Northwestern University - Kellogg School of Management 1981 — 1982
MBA, Finance
The Ohio State University 1976 — 1980
BS 1980, Accounting
Hirtle, Callaghan & Co. March 2004 - Present
Goldman Sachs 1982 - 2004
Skills
Hedge Funds, Asset Managment, Asset Management, Equities, Alternative Investments, Private Equity
Education
Northwestern University - Kellogg School of Management 1981 — 1982
MBA, Finance
The Ohio State University 1976 — 1980
BS 1980, Accounting
Jennifer (Said) Evans's Hirtle, Callaghan & Co. Experience October 2003 - January 2005
Job Senior Director Global Merchandising
Industry Retail
Experience
Coach September 2014 - Present
Coach October 2012 - Present
Calvin Klein April 2010 - October 2012
Martin + Osa April 2008 - March 2010
Steve & Barry's April 2005 - March 2008
Hirtle, Callaghan & Co. October 2003 - January 2005
SEI Investments August 2001 - October 2003
Skills
Sweaters
Education
Syracuse University 1996 — 2000
BS, Finance
Coach September 2014 - Present
Coach October 2012 - Present
Calvin Klein April 2010 - October 2012
Martin + Osa April 2008 - March 2010
Steve & Barry's April 2005 - March 2008
Hirtle, Callaghan & Co. October 2003 - January 2005
SEI Investments August 2001 - October 2003
Skills
Sweaters
Education
Syracuse University 1996 — 2000
BS, Finance
Garrett Wilson's Hirtle, Callaghan & Co. Experience July 2014 - Present
Job Investment Specialist at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. July 2014 - Present
Darden School of Business August 2012 - May 2014
DBL Investors June 2013 - August 2013
Apex Clean Energy January 2013 - May 2013
Bank of America Merrill Lynch July 2007 - July 2012
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2003 — 2007
Bachelor's Degree, Political Science and Government
Hirtle, Callaghan & Co. July 2014 - Present
Darden School of Business August 2012 - May 2014
DBL Investors June 2013 - August 2013
Apex Clean Energy January 2013 - May 2013
Bank of America Merrill Lynch July 2007 - July 2012
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2003 — 2007
Bachelor's Degree, Political Science and Government
Alex Ewing's Hirtle, Callaghan & Co. Experience InternARINC2005 - 2005
Job Accounting Assistant at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co. InternARINC2005 - 2005
Education
Drexel University - LeBow College of Business 2005 — 2010
Hirtle, Callaghan & Co. InternARINC2005 - 2005
Education
Drexel University - LeBow College of Business 2005 — 2010
Amanda Kovolenko's Hirtle, Callaghan & Co. Experience July 2007 - Present
Job Senior Analyst, Investment Research at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. July 2007 - Present
Vanguard September 2006 - July 2007
Vanguard October 2005 - September 2006
Vanguard January 2005 - October 2005
Vanguard December 2003 - December 2004
Skills
Asset Allocation, Investment Strategies, Alternative Investments, Asset Managment, Investments, Fixed Income, Portfolio Management, Investment Management, Equities, Hedge Funds, Investment Advisory, Bloomberg, Series 63, Mutual Funds, Private Equity
Education
Bloomsburg University of Pennsylvania 2001 — 2003
Bachelor of Science in Business Administration, Finance
University of Pittsburgh
Hirtle, Callaghan & Co. July 2007 - Present
Vanguard September 2006 - July 2007
Vanguard October 2005 - September 2006
Vanguard January 2005 - October 2005
Vanguard December 2003 - December 2004
Skills
Asset Allocation, Investment Strategies, Alternative Investments, Asset Managment, Investments, Fixed Income, Portfolio Management, Investment Management, Equities, Hedge Funds, Investment Advisory, Bloomberg, Series 63, Mutual Funds, Private Equity
Education
Bloomsburg University of Pennsylvania 2001 — 2003
Bachelor of Science in Business Administration, Finance
University of Pittsburgh
Walter Harris's Hirtle, Callaghan & Co. Experience January 2003 - March 2004
Job Principal & Investment Officer at Mill Creek Capital Advisors, LLC
Industry Financial Services
Experience
Mill Creek Capital Advisors, LLC July 2007 - Present
Quanta Capital Holdings July 2004 - June 2006
Hirtle, Callaghan & Co. January 2003 - March 2004
Skills
Investments, Alternative Investments, Fixed Income, Financial Advisory, Hedge Funds, Equities, Pensions, Asset Management, Securities, Private Equity, Asset Allocation, Portfolio Management, Finance
Education
University of North Carolina at Chapel Hill
BA Economics & MBA
Mill Creek Capital Advisors, LLC July 2007 - Present
Quanta Capital Holdings July 2004 - June 2006
Hirtle, Callaghan & Co. January 2003 - March 2004
Skills
Investments, Alternative Investments, Fixed Income, Financial Advisory, Hedge Funds, Equities, Pensions, Asset Management, Securities, Private Equity, Asset Allocation, Portfolio Management, Finance
Education
University of North Carolina at Chapel Hill
BA Economics & MBA
Steven Romasko's Hirtle, Callaghan & Co. Experience March 2009 - March 2010
Job CMBS Research Analyst at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities June 2011 - Present
Penn Capital Management May 2010 - May 2011
Hirtle, Callaghan & Co. March 2009 - March 2010
Wells Fargo Advisors (Formerly Wachovia Securities) November 2007 - March 2009
Education
Drexel University - College of Business and Administration 2006 — 2011
Bachelor of Science (B.S.), Finance
Nomura Securities June 2011 - Present
Penn Capital Management May 2010 - May 2011
Hirtle, Callaghan & Co. March 2009 - March 2010
Wells Fargo Advisors (Formerly Wachovia Securities) November 2007 - March 2009
Education
Drexel University - College of Business and Administration 2006 — 2011
Bachelor of Science (B.S.), Finance
John Tomson's Hirtle, Callaghan & Co. Experience December 2010 - January 2014
Job Assistant Project Manager at Toll Brothers
Industry Real Estate
Experience
Toll Brothers January 2014 - Present
Hirtle, Callaghan & Co. December 2010 - January 2014
KeyBanc Capital Markets September 2009 - December 2010
Morgan Stanley June 2006 - September 2009
Morgan Stanley June 2006 - September 2009
Skills
Fixed Income
Education
Villanova University 2010 — 2012
MBA, Finance, Strategic Management & International Business
Loyola University Maryland 2002 — 2006
BBA, Finance
Toll Brothers January 2014 - Present
Hirtle, Callaghan & Co. December 2010 - January 2014
KeyBanc Capital Markets September 2009 - December 2010
Morgan Stanley June 2006 - September 2009
Morgan Stanley June 2006 - September 2009
Skills
Fixed Income
Education
Villanova University 2010 — 2012
MBA, Finance, Strategic Management & International Business
Loyola University Maryland 2002 — 2006
BBA, Finance
Don Callaghan's Hirtle, Callaghan & Co. Experience Vice-PresidentGoldman, Sachs & Co.June 1973 - June 1988
Job Principal at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co. Vice-PresidentGoldman, Sachs & Co.June 1973 - June 1988
Education
University of Pennsylvania - The Wharton School 1971 — 1973
MBA, Finance
Trinity College-Hartford 1964 — 1968
BA, Psychology
Hirtle, Callaghan & Co. Vice-PresidentGoldman, Sachs & Co.June 1973 - June 1988
Education
University of Pennsylvania - The Wharton School 1971 — 1973
MBA, Finance
Trinity College-Hartford 1964 — 1968
BA, Psychology
Charlene Pow's Hirtle, Callaghan & Co. Experience August 2011 - Present
Job Associate at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. August 2011 - Present
Vanguard December 2010 - August 2011
Morgan Stanley Investment Management October 1997 - January 2009
ZA CONSULTING/MANAGEMENT, INC. 1996 - 1997
Aetna US Healthcare 1990 - 1996
Skills
Financial Analysis, Investments, Business Analysis, CRM, Project Management, Analysis, Business Planning, New Business Development, Management
Education
Gwynedd Mercy University
B.S., Business Administration
Hirtle, Callaghan & Co. August 2011 - Present
Vanguard December 2010 - August 2011
Morgan Stanley Investment Management October 1997 - January 2009
ZA CONSULTING/MANAGEMENT, INC. 1996 - 1997
Aetna US Healthcare 1990 - 1996
Skills
Financial Analysis, Investments, Business Analysis, CRM, Project Management, Analysis, Business Planning, New Business Development, Management
Education
Gwynedd Mercy University
B.S., Business Administration
Esra Belazi's Hirtle, Callaghan & Co. Experience March 2014 - Present
Job Business Analyst at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co. March 2014 - Present
Putnam Investments June 2006 - March 2014
Gillette January 2004 - May 2006
Skills
Scrum, Java, HTML, Software Development, Java Enterprise Edition, Linux, SQL, XML, Perl, SDLC, Business Analysis
Education
Northeastern University 2001 — 2006
BS, Computer Science and Math
Hirtle, Callaghan & Co. March 2014 - Present
Putnam Investments June 2006 - March 2014
Gillette January 2004 - May 2006
Skills
Scrum, Java, HTML, Software Development, Java Enterprise Edition, Linux, SQL, XML, Perl, SDLC, Business Analysis
Education
Northeastern University 2001 — 2006
BS, Computer Science and Math
Dan Geraghty, CFP®'s Hirtle, Callaghan & Co. Experience May 2012 - Present
Job Investment Officer at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. May 2012 - Present
Hirtle, Callaghan & Co. August 2011 - May 2012
Coventry First, LLC January 2010 - August 2011
Coventry First February 2008 - January 2010
Education
Penn State University 2001 — 2004
St. Joseph's Prep 1996 — 2000
Hirtle, Callaghan & Co. May 2012 - Present
Hirtle, Callaghan & Co. August 2011 - May 2012
Coventry First, LLC January 2010 - August 2011
Coventry First February 2008 - January 2010
Education
Penn State University 2001 — 2004
St. Joseph's Prep 1996 — 2000
Paige LeGrand's Hirtle, Callaghan & Co. Experience February 2014 - September 2014
Job Director of Advancement at The Academy of Notre Dame
Industry Fund-Raising
Experience
The Academy of Notre Dame de Namur October 2014 - Present
Hirtle, Callaghan & Co. February 2014 - September 2014
The Episcopal Academy June 2006 - January 2014
The Peddie School July 2000 - June 2004
Skills
Annual Giving, Fundraising, Nonprofits, Real Estate, Community Outreach, Stewardship, Philanthropy, Leadership, Alumni Relations, Annual Fund, Board Development, Program Management, Grant Writing, Volunteer Management, Planned Giving
Education
Cornell University - Johnson Graduate School of Management 2004 — 2006
MBA
Hamilton College 1996 — 2000
BA, Economics
The Academy of Notre Dame de Namur October 2014 - Present
Hirtle, Callaghan & Co. February 2014 - September 2014
The Episcopal Academy June 2006 - January 2014
The Peddie School July 2000 - June 2004
Skills
Annual Giving, Fundraising, Nonprofits, Real Estate, Community Outreach, Stewardship, Philanthropy, Leadership, Alumni Relations, Annual Fund, Board Development, Program Management, Grant Writing, Volunteer Management, Planned Giving
Education
Cornell University - Johnson Graduate School of Management 2004 — 2006
MBA
Hamilton College 1996 — 2000
BA, Economics
Dierk Flemming's Hirtle, Callaghan & Co. Experience 2012 - Present
Job Chief Legal Officer at Hirtle, Callaghan & Co.
Industry Law Practice
Experience
Hirtle, Callaghan & Co. 2012 - Present
RenaissanceRe 2010 - 2012
Fried Frank 2007 - 2010
Schulte Roth & Zabel LLP 2005 - 2007
LeBoeuf, Lamb, Greene & MacRae 2002 - 2005
Bloomberg LP 1998 - 1999
Skills
Corporate Law, Corporate Governance, Securities Regulation, Arbitration, Mergers & Acquisitions, Legal Advice, Joint Ventures, Private Equity, Due Diligence, Legal Research, Commercial Litigation, Litigation, Legal Writing, Securities, Hedge Funds, Capital Markets
Education
University at Buffalo 1999 — 2002
Juris Doctor (J.D.)
University of Pennsylvania 1994 — 1998
Bachelor's Degree, Psychology
Hirtle, Callaghan & Co. 2012 - Present
RenaissanceRe 2010 - 2012
Fried Frank 2007 - 2010
Schulte Roth & Zabel LLP 2005 - 2007
LeBoeuf, Lamb, Greene & MacRae 2002 - 2005
Bloomberg LP 1998 - 1999
Skills
Corporate Law, Corporate Governance, Securities Regulation, Arbitration, Mergers & Acquisitions, Legal Advice, Joint Ventures, Private Equity, Due Diligence, Legal Research, Commercial Litigation, Litigation, Legal Writing, Securities, Hedge Funds, Capital Markets
Education
University at Buffalo 1999 — 2002
Juris Doctor (J.D.)
University of Pennsylvania 1994 — 1998
Bachelor's Degree, Psychology
Mary Beth Hughes's Hirtle, Callaghan & Co. Experience January 2007 - June 2009
Job Sole Proprietor at MB Hughes Design
Industry Design
Experience
MB Hughes Design January 2014 - Present
George's Divine Foods January 2010 - Present
Independence Mission Schools September 2013 - June 2015
MB Hughes Communications January 2009 - January 2012
Hirtle, Callaghan & Co. January 2007 - June 2009
Vanguard September 2004 - January 2007
Mary Beth Hughes January 1991 - January 1995
Bradshaw/DePalma Interior Design January 1987 - January 1990
Skills
Design, Interior Design, Strategic Planning, Process Management, Painting, Mural Artist, Garden Design
Education
University of The Arts 1996 — 1999
Master's degree, Painting
Fairfield University 1979 — 1983
BS and BA, Fine Arts, Communications
MB Hughes Design January 2014 - Present
George's Divine Foods January 2010 - Present
Independence Mission Schools September 2013 - June 2015
MB Hughes Communications January 2009 - January 2012
Hirtle, Callaghan & Co. January 2007 - June 2009
Vanguard September 2004 - January 2007
Mary Beth Hughes January 1991 - January 1995
Bradshaw/DePalma Interior Design January 1987 - January 1990
Skills
Design, Interior Design, Strategic Planning, Process Management, Painting, Mural Artist, Garden Design
Education
University of The Arts 1996 — 1999
Master's degree, Painting
Fairfield University 1979 — 1983
BS and BA, Fine Arts, Communications
Catherine Hayton's Hirtle, Callaghan & Co. Experience June 2009 - March 2014
Job Executive Assistant at Franklin Square Capital Partners
Industry Investment Management
Experience
Franklin Square Capital Partners March 2014 - Present
Hirtle, Callaghan & Co. June 2009 - March 2014
Pew Charitable Trusts 2007 - 2009
Skills
Asset Management
Education
California State University-Long Beach
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Franklin Square Capital Partners March 2014 - Present
Hirtle, Callaghan & Co. June 2009 - March 2014
Pew Charitable Trusts 2007 - 2009
Skills
Asset Management
Education
California State University-Long Beach
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Chad Sheaffer's Hirtle, Callaghan & Co. Experience July 2014 - Present
Job Analyst at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co. July 2014 - Present
Penn Mutual September 2011 - May 2014
Pro Forma Staffing, LLC September 2011 - February 2014
Susquehanna International Group September 2010 - June 2011
BlackRock September 2009 - September 2010
Skills
Financial Analysis, Bloomberg, Access, Finance, Leadership, Fundraising
Education
Drexel University 2008 — 2013
BS, Business Administration with Concentrations in Finance and International Business, summa cum laude
Capital College, Pennsylvania State University 2007 — 2007
Credits Obtained, Economics
Hirtle, Callaghan & Co. July 2014 - Present
Penn Mutual September 2011 - May 2014
Pro Forma Staffing, LLC September 2011 - February 2014
Susquehanna International Group September 2010 - June 2011
BlackRock September 2009 - September 2010
Skills
Financial Analysis, Bloomberg, Access, Finance, Leadership, Fundraising
Education
Drexel University 2008 — 2013
BS, Business Administration with Concentrations in Finance and International Business, summa cum laude
Capital College, Pennsylvania State University 2007 — 2007
Credits Obtained, Economics
Justin J. Eltz, CFA's Hirtle, Callaghan & Co. Experience March 2005 - August 2011
Job Corporate Finance at Comcast
Industry Capital Markets
Experience
Comcast August 2011 - Present
Hirtle, Callaghan & Co. March 2005 - August 2011
Delaware Investments, a member of the Macquarie Group March 2004 - September 2004
Skills
Private Equity, Portfolio Management, Asset Managment, Financial Modeling, Investments, Financial Services, Equities, Finance, Due Diligence, Financial Analysis, Asset Allocation, Venture Capital, Investment Strategies, Corporate Finance, Risk Management, Investment Management, Valuation, Bloomberg, Fixed Income, Hedge Funds, Alternative Investments, Mutual Funds, Investment Banking, Capital Markets, Economics, Wealth Management, Equity Research, Asset Management, Financial Markets, Trading, Securities, Emerging Markets, Project Finance, Fund Of Funds, Mergers & Acquisitions, Investment Advisory, Treasury, Corporate Development
Education
Drexel University 2002 — 2007
Bachelor of Science, Business Administration, Finance
CFA Institute
Comcast August 2011 - Present
Hirtle, Callaghan & Co. March 2005 - August 2011
Delaware Investments, a member of the Macquarie Group March 2004 - September 2004
Skills
Private Equity, Portfolio Management, Asset Managment, Financial Modeling, Investments, Financial Services, Equities, Finance, Due Diligence, Financial Analysis, Asset Allocation, Venture Capital, Investment Strategies, Corporate Finance, Risk Management, Investment Management, Valuation, Bloomberg, Fixed Income, Hedge Funds, Alternative Investments, Mutual Funds, Investment Banking, Capital Markets, Economics, Wealth Management, Equity Research, Asset Management, Financial Markets, Trading, Securities, Emerging Markets, Project Finance, Fund Of Funds, Mergers & Acquisitions, Investment Advisory, Treasury, Corporate Development
Education
Drexel University 2002 — 2007
Bachelor of Science, Business Administration, Finance
CFA Institute
Colette (Bull) Bergman's Hirtle, Callaghan & Co. Experience 2006 - Present
Job Vice President Fund Administration at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. 2006 - Present
SEI Investments November 1992 - May 2006
SEI Investments 1994 - 2006
SEI 1992 - 2006
Skills
Equities, Investments, Fund Accounting, Fixed Income, Asset Managment, Fund Administration, Hedge Funds, Securities, Asset Allocation, Asset Management, Portfolio Management, Financial Services
Education
Penn State University 1988 — 1992
Bachelor of Science (BS), Accounting
Hirtle, Callaghan & Co. 2006 - Present
SEI Investments November 1992 - May 2006
SEI Investments 1994 - 2006
SEI 1992 - 2006
Skills
Equities, Investments, Fund Accounting, Fixed Income, Asset Managment, Fund Administration, Hedge Funds, Securities, Asset Allocation, Asset Management, Portfolio Management, Financial Services
Education
Penn State University 1988 — 1992
Bachelor of Science (BS), Accounting
Timothy Tomalavage's Hirtle, Callaghan & Co. Experience March 2014 - Present
Job Portfolio Management Analyst at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co. March 2014 - Present
J.P. Morgan June 2011 - March 2014
ACE USA January 2011 - June 2011
Mufson Howe Hunter & Company September 2008 - February 2009
ACE Group September 2007 - March 2008
Skills
Valuation, Due Diligence, Investments, Software Documentation, Finance, Financial Modeling, Bloomberg, Portfolio Management, Investment Banking, Accounting, Account Reconciliation, Trading
Education
Drexel University - College of Business and Administration 2005 — 2010
Bachelor of Science (B.S.), Finance
Hirtle, Callaghan & Co. March 2014 - Present
J.P. Morgan June 2011 - March 2014
ACE USA January 2011 - June 2011
Mufson Howe Hunter & Company September 2008 - February 2009
ACE Group September 2007 - March 2008
Skills
Valuation, Due Diligence, Investments, Software Documentation, Finance, Financial Modeling, Bloomberg, Portfolio Management, Investment Banking, Accounting, Account Reconciliation, Trading
Education
Drexel University - College of Business and Administration 2005 — 2010
Bachelor of Science (B.S.), Finance
Joe Annarelli's Hirtle, Callaghan & Co. Experience October 1997 - Present
Job Vice President at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. October 1997 - Present
Wilmington Trust November 1988 - September 1997
Butcher & Singer October 1982 - October 1988
Skills
Endowments, Alternative Investments, Asset Managment, Hedge Funds, Asset Allocation, Fund Of Funds, Asset Management, Investment Strategies, Investment Advisory, Fixed Income, Investment Management, Equities, Private Equity, Wealth Management, Wealth Management..., Portfolio Management, Investments, Bloomberg, High Net Worth..., Venture Capital, Mutual Funds, Institutional..., Capital Markets
Education
Rutgers, The State University of New Jersey-Camden 1993 — 1997
Master of Business Administration (MBA), Finance, General
Philadelphia University 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Hirtle, Callaghan & Co. October 1997 - Present
Wilmington Trust November 1988 - September 1997
Butcher & Singer October 1982 - October 1988
Skills
Endowments, Alternative Investments, Asset Managment, Hedge Funds, Asset Allocation, Fund Of Funds, Asset Management, Investment Strategies, Investment Advisory, Fixed Income, Investment Management, Equities, Private Equity, Wealth Management, Wealth Management..., Portfolio Management, Investments, Bloomberg, High Net Worth..., Venture Capital, Mutual Funds, Institutional..., Capital Markets
Education
Rutgers, The State University of New Jersey-Camden 1993 — 1997
Master of Business Administration (MBA), Finance, General
Philadelphia University 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Patrick South's Hirtle, Callaghan & Co. Experience March 2004 - August 2011
Job Managing Director at SRS Capital Advisors, Inc.
Industry Investment Management
Experience
SRS Capital Advisors, Inc. April 2012 - Present
Hirtle, Callaghan & Co. March 2004 - August 2011
Lehman Brothers August 2002 - February 2004
U.S. Steel August 1996 - May 2000
Skills
Alternative Investments, Asset Managment, Hedge Funds, Private Equity, Equities, Fixed Income, Investment Strategies, Asset Allocation, Investments, Endowments, Investment Advisory..., Portfolio Management, Wealth Management, Strategic Financial..., Financial Advisory, Valuation, Asset Management, Mergers & Acquisitions, Investment Management, Investment Advisory, Series 7, Venture Capital, Pension Funds
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
Masters of Business Administration
Cornell University 1992 — 1996
Bachelor of Arts, American Studies
SRS Capital Advisors, Inc. April 2012 - Present
Hirtle, Callaghan & Co. March 2004 - August 2011
Lehman Brothers August 2002 - February 2004
U.S. Steel August 1996 - May 2000
Skills
Alternative Investments, Asset Managment, Hedge Funds, Private Equity, Equities, Fixed Income, Investment Strategies, Asset Allocation, Investments, Endowments, Investment Advisory..., Portfolio Management, Wealth Management, Strategic Financial..., Financial Advisory, Valuation, Asset Management, Mergers & Acquisitions, Investment Management, Investment Advisory, Series 7, Venture Capital, Pension Funds
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
Masters of Business Administration
Cornell University 1992 — 1996
Bachelor of Arts, American Studies
Samuel Golden's Hirtle, Callaghan & Co. Experience June 2013 - October 2014
Job Analytics, Digital Testing
Industry Telecommunications
Experience
Comcast October 2014 - Present
Hirtle, Callaghan & Co. June 2013 - October 2014
Merrill Lynch June 2012 - August 2012
Penn State Investment Association December 2010 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Strategic Planning, Budgets, Investments, Outlook, Finance, Risk Management, Sales, Financial Reporting, Management, Research, Business Planning, Financial Analysis, Data Analysis, Financial Modeling, Fundraising, Analysis, Social Networking, Bloomberg, Portfolio Management, Event Planning, Marketing Strategy
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Entrepreneurship (ESHIP) Minor, Finance, General
Anglo-American University, Prague 2012 — 2012
Economics, History, Arts
Lower Merion High School 2005 — 2009
Comcast October 2014 - Present
Hirtle, Callaghan & Co. June 2013 - October 2014
Merrill Lynch June 2012 - August 2012
Penn State Investment Association December 2010 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Strategic Planning, Budgets, Investments, Outlook, Finance, Risk Management, Sales, Financial Reporting, Management, Research, Business Planning, Financial Analysis, Data Analysis, Financial Modeling, Fundraising, Analysis, Social Networking, Bloomberg, Portfolio Management, Event Planning, Marketing Strategy
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Entrepreneurship (ESHIP) Minor, Finance, General
Anglo-American University, Prague 2012 — 2012
Economics, History, Arts
Lower Merion High School 2005 — 2009
Ron Francione's Hirtle, Callaghan & Co. Experience July 2003 - Present
Job Vice President, Operations at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. July 2003 - Present
Pershing June 1998 - April 2002
Goldman Sachs March 1998 - May 1998
Education
University of Delaware 1991 — 1996
BS, Economics
Hirtle, Callaghan & Co. July 2003 - Present
Pershing June 1998 - April 2002
Goldman Sachs March 1998 - May 1998
Education
University of Delaware 1991 — 1996
BS, Economics
Debby Hirtle's Hirtle, Callaghan & Co. Experience June 1988 - Present
Job Advisor at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. June 1988 - Present
Skills
Episcopal Academy Board...
Education
University of Pittsburgh 1977 — 1979
Masters, Nursing
Penn State University 1971 — 1974
Bachelor of Science, Nursing
Hirtle, Callaghan & Co. June 1988 - Present
Skills
Episcopal Academy Board...
Education
University of Pittsburgh 1977 — 1979
Masters, Nursing
Penn State University 1971 — 1974
Bachelor of Science, Nursing
Daniel Erdlen's Hirtle, Callaghan & Co. Experience April 2014 - Present
Job Private equity analyst at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co. April 2014 - Present
Pershing, a BNY Mellon company July 2007 - April 2014
Pershing, a BNY Mellon company May 2005 - June 2007
Pershing, a BNY Mellon company November 2003 - April 2005
Skills
Equities, Asset Management, Financial Services, Fixed Income, Investments, Mutual Funds
Education
Saint Joseph's University 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Hirtle, Callaghan & Co. April 2014 - Present
Pershing, a BNY Mellon company July 2007 - April 2014
Pershing, a BNY Mellon company May 2005 - June 2007
Pershing, a BNY Mellon company November 2003 - April 2005
Skills
Equities, Asset Management, Financial Services, Fixed Income, Investments, Mutual Funds
Education
Saint Joseph's University 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Nicholas Colletti's Hirtle, Callaghan & Co. Experience April 2015 - Present
Job Student at Drexel University
Industry Financial Services
Experience
Hirtle, Callaghan & Co. April 2015 - Present
Viteos April 2014 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Communication, Public Speaking, Cooking, Team Management, Customer Service
Education
Drexel University 2012 — 2017
Bachelor of Science (B.S.) , Finance and Marketing
Marlboro High School 2008 — 2012
High School
Hirtle, Callaghan & Co. April 2015 - Present
Viteos April 2014 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Communication, Public Speaking, Cooking, Team Management, Customer Service
Education
Drexel University 2012 — 2017
Bachelor of Science (B.S.) , Finance and Marketing
Marlboro High School 2008 — 2012
High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY