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Cfp Susan Mcevoy

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Cfp Susan Mcevoy

Managing Director, Investment Officer | Hirtle, Callaghan & Co.

United States

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Cfp Susan Mcevoy

Summary

Susan Mcevoy is a seasoned finance professional with extensive experience in investment management and advisory services. As a Managing Director and member of the Management Committee at Hirtle, Callaghan & Co., she specializes in alternative investments and portfolio management. With a background spanning over 18 years at Hirtle Callaghan, she has held various roles from Analyst to Investment Officer, demonstrating a deep commitment to excellence in wealth management. Susan also contributes her expertise as a member of the Board of Directors at The Philadelphia Contributionship, the oldest insurance company in the U.S. Her educational credentials include executive education in Leadership in the Family Enterprise from the Kellogg School of Management. Susan is known for her strategic insight and ability to navigate complex investment landscapes, making her a valuable asset in the financial sector. She is passionate about fostering strong client relationships and enhancing investment outcomes for institutions and families alike.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cfp Susan Mcevoy

Work Experience

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Managing Director, Investment Officer at

Hirtle, Callaghan & Co.

January 2023 - Present

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Member of Board of Directors at

The Philadelphia Contributionship

May 2022 - Present

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Director, Investment Officer at

Hirtle, Callaghan & Co.

January 2014 - Present

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Investment Officer at

Hirtle, Callaghan & Co.

January 2010 - January 2014

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Senior Analyst at

Hirtle, Callaghan & Co.

January 2008 - January 2010

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Analyst at

Hirtle, Callaghan & Co.

January 2005 - January 2008

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Investment Officer at

Hirtle, Callaghan & Co.

Present

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Cfp Susan Mcevoy

Education

Kellogg School of Management, Chicago, Executive Education

January 2011 - January 2011

Agnes Irwin School

Penn State University, Bachelor's Degree

Frequently Asked Questions about Cfp Susan Mcevoy

What is Cfp Susan Mcevoy email address?

Cfp Susan Mcevoy'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 Cfp Susan Mcevoy work for?

Cfp Susan Mcevoy is a Managing Director, Investment Officer at Hirtle, Callaghan & Co., a company specializing in Other Financial Investment Activities.

Where Cfp Susan Mcevoy graduated from?

Cfp Susan Mcevoy holds a degree in Leadership In The Family Enterprise from Kellogg School of Management, Chicago.

How can I directly contact Cfp Susan Mcevoy?

To contact Cfp Susan Mcevoy directly, you can use the email address *******@hirtlecallaghan.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Susan Mcevoy?

Susan Mcevoy is a seasoned finance professional with extensive experience in investment management and advisory services. As a Managing Director and member of the Management Committee at Hirtle, Callaghan & Co., she specializes in alternative investments and portfolio management. With a background spanning over 18 years at Hirtle Callaghan, she has held various roles from Analyst to Investment Officer, demonstrating a deep commitment to excellence in wealth management. Susan also contributes her expertise as a member of the Board of Directors at The Philadelphia Contributionship, the oldest insurance company in the U.S. Her educational credentials include executive education in Leadership in the Family Enterprise from the Kellogg School of Management. Susan is known for her strategic insight and ability to navigate complex investment landscapes, making her a valuable asset in the financial sector. She is passionate about fostering strong client relationships and enhancing investment outcomes for institutions and families alike.

Cfp`s contact details

mail

*******@hirtlecallaghan.com

Colleagues

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Stephen Vaccaro

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Rick Rentschler

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Sara Markley Flanigan

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Nick Annechini

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Josh Rose

Chief Information Security Officer

Bill Hagan Cfa

Managing Director

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Brad Conger

Chief Investment Officer

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Dan Miller

Vice President

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