June 7, 2021
Hirtle Callaghan Expands National Presence
Seven Senior Hires to Lead Offices in Scottsdale, AZ and Minneapolis, MN
Expansion Builds on Denver Hub and Houston and Newport Beach Office Openings
June 7, 2021, West Conshohocken, PA — Hirtle Callaghan, an outsourced investment office with over $17 billion under management, is expanding its national footprint by opening offices in Scottsdale, AZ and Minneapolis, MN. Hirtle Callaghan has had a longstanding presence in Arizona, where it has a significant client base, and is growing its efforts in Minneapolis to support families and institutions in need of a sophisticated, independent investment office. The opening of these offices, along with new hires to support these regions, builds on momentum from opening the firm’s Western hub in Denver (2018) as well as Houston and Newport Beach (2019) offices.
“The relationships we’ve built in the Midwest and West continue to grow in size and scope,” said Garrett Wilson, Head of the Western Region. “We are committed to providing the highest quality support to families and institutions across the country and this strategic expansion is one way to underscore on that commitment.”
Both offices are opening with a group of seasoned employees who have an extensive history of leading close relationships with both families and mission-driven institutions. In Scottsdale, Hirtle Callaghan welcomes Denise McClain as a Director, as well as Rick Rentschler and Ben Park as Vice Presidents. In Minneapolis, the firm is joined by Directors John Fabie and Kyle Jorgensen, as well as Vice President Dan Miller and Associate Conrad Adam.
Jon Hirtle, Executive Chairman of Hirtle Callaghan, added “Our people are our greatest asset and we are always looking for talented, like-minded professionals to continue building our new kind of 21st Century institution to serve our clients with excellence in perpetuity. It sounds idealistic, and it is; we want to find people who share our passion for leading clients to success. We feel tremendously fortunate to have found the terrific people that make up this new team.”
About Hirtle Callaghan
Since 1988, Hirtle Callaghan has been proudly serving nonprofits and families as their Chief Investment Officer. Today, Hirtle Callaghan is a 21st Century investment institution known for its professional, client-centric culture and its conflict-free business model. Hirtle Callaghan serves as a fully resourced, sophisticated investment office that prides itself on selling no products. Rather, it serves as its clients’ advocate in the complex investment marketplace. With each client in mind, it designs and manages a complete, custom-designed investment program that is diversified across global opportunities, including public and private markets. The firm seeks out the world’s leading money managers and uses its multibillion dollar purchasing power to increase manager access and keep the cost of its program down.
Headquartered in Philadelphia, Hirtle Callaghan also has offices in Chicago, Cleveland, Denver, Houston, Minneapolis, Newport Beach, Pittsburgh and Scottsdale.
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