May 8, 2023
Jon Hirtle Featured as a Game-Changer on OCIO Podcast
OCIO was a “game changer for the wealth management world,” says Mindy Diamond when introducing Jon Hirtle on her recent podcast. Jon paints an amazing picture of how innovation drove change not just for Hirtle Callaghan’s clients but for the wealth management industry at large. He talks in-depth about his journey from working at Goldman Sachs to co-founding an independent firm and a totally new model – the outsourced Chief Investment Officer – with no playbook. For anyone interested in hearing the entrepreneurial story of Hirtle Callaghan going from an idea to a $20B OCIO firm, or just learning more about the OCIO business in general, this podcast is well worth listening to. As Mindy Diamond says, this is a “can’t miss” episode for employee advisors and business owners alike. We encourage you to listen to the podcast!