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Bill Hagan Cfa

Bill Hagan Cfa

Managing Director | Hirtle, Callaghan & Co.

Pennsylvania, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Bill Hagan Cfa

Work Experience

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Managing Director at

Hirtle, Callaghan & Co.

January 2024 - Present

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Director & Senior Portfolio Manager at

Hirtle, Callaghan & Co.

May 2017 - January 2024

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Vice President - Portfolio Management at

Hirtle, Callaghan & Co.

December 2011 - May 2017

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Portfolio Manager at

Hirtle, Callaghan & Co.

January 2009 - December 2011

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Senior Analyst at

Hirtle, Callaghan & Co.

August 2005 - December 2008

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Research Analyst at

Flagship Capital

January 2003 - January 2005

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Bill Hagan Cfa

Education

Dickinson College, Ba

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

mail

******@hirtlecallaghan.com

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Nick Annechini

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Brad Conger

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Dan Miller

Vice President

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