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Bill Hagan Cfa
Bill Hagan Cfa
Managing Director | Hirtle, Callaghan & Co.
Pennsylvania, United States
Bill Hagan Cfa
Summary
Bill Hagan is a seasoned Managing Director at Hirtle Callaghan & Co., where he co-leads the Family Portfolio Management Group. With nearly two decades of experience at the firm, he specializes in investment planning and asset allocation, focusing on tax-managed solutions and wealth transfer strategies. Bill plays a crucial role in the Investment Policy Committee, shaping the firm’s asset allocation strategies and investment manager selections. His extensive expertise in alternative investments and portfolio management allows him to build strong, long-lasting relationships with clients. Bill's commitment to delivering a world-class investment program is evident in his approach to client service and investment strategies. He is known for his analytical skills and ability to navigate complex financial landscapes. Bill's educational background in Economics complements his professional expertise, positioning him as a trusted advisor in wealth management. Outside of work, he is likely to be engaged in community-focused initiatives, reflecting a well-rounded professional persona.
Bill Hagan Cfa
Work Experience
Managing Director at
Hirtle, Callaghan & Co.
January 2024 - Present
Director & Senior Portfolio Manager at
Hirtle, Callaghan & Co.
May 2017 - January 2024
Vice President - Portfolio Management at
Hirtle, Callaghan & Co.
December 2011 - May 2017
Portfolio Manager at
Hirtle, Callaghan & Co.
January 2009 - December 2011
Senior Analyst at
Hirtle, Callaghan & Co.
August 2005 - December 2008
Research Analyst at
Flagship Capital
January 2003 - January 2005
Bill Hagan Cfa
Education
January 1999 - January 2003
CFA Institute
Frequently Asked Questions about Bill Hagan Cfa
What is Bill Hagan Cfa email address?
Bill Hagan Cfa's primary email address is ******@hirtlecallaghan.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Bill Hagan Cfa work for?
Bill Hagan Cfa is a Managing Director at Hirtle, Callaghan & Co., a company specializing in Other Financial Investment Activities.
Where Bill Hagan Cfa graduated from?
Bill Hagan Cfa holds a degree in Economics from Dickinson College.
How can I directly contact Bill Hagan Cfa?
To contact Bill Hagan Cfa directly, you can use the email address ******@hirtlecallaghan.com. Complete contact information is available upon registration with Muraena.
Who is Bill Hagan Cfa?
Bill Hagan is a seasoned Managing Director at Hirtle Callaghan & Co., where he co-leads the Family Portfolio Management Group. With nearly two decades of experience at the firm, he specializes in investment planning and asset allocation, focusing on tax-managed solutions and wealth transfer strategies. Bill plays a crucial role in the Investment Policy Committee, shaping the firm’s asset allocation strategies and investment manager selections. His extensive expertise in alternative investments and portfolio management allows him to build strong, long-lasting relationships with clients. Bill's commitment to delivering a world-class investment program is evident in his approach to client service and investment strategies. He is known for his analytical skills and ability to navigate complex financial landscapes. Bill's educational background in Economics complements his professional expertise, positioning him as a trusted advisor in wealth management. Outside of work, he is likely to be engaged in community-focused initiatives, reflecting a well-rounded professional persona.
Bill`s contact details
******@hirtlecallaghan.com
Colleagues
Managing Director, Investment Officer
Managing Director, Member of Management Committee
Chief Operating Officer
Managing Director and Head of Private Equity
Vice President
Vice President
Vice President - Investment Operations
Chief Information Security Officer
Chief Investment Officer
Vice President