Hirtle Callaghan & Co LLC

Hirtle Callaghan & Co LLC, legally recognized as HIRTLE, CALLAGHAN & CO., LLC, is a Delaware-based Limited Liability Company. The firm employs 92 professionals, of which 50 serve as advisors. While the number of clients served is unknown, its SEC status is reported as Approved, with registration dating back to August 19, 1988.

• ERICA EVANS GIOFFRE

  HEAD OF CLIENT ENGAGEMENT owns less than 5%

• GEOFFREY ALLAN TRZEPACZ

  CHIEF OPERATING OFFICER owns less than 5%

• HIRTLE CALLAGHAN HOLDINGS, INC.

  MEMBER (CLASS A UNITS) owns 75% or more

• JAMIE ROBERT EISNER

  GENERAL COUNSEL owns less than 5%

• JONATHAN JACOB HIRTLE

  PRESIDENT, EXECUTIVE CHAIRMAN owns less than 5%

• MARK ALAN HAMILTON

  CHIEF INVESTMENT OFFICER owns less than 5%

• RANJANI HOPKINS NAGASWAMI

  DIRECTOR owns less than 5%

• STEVEN MARC TUTTLEMAN

  DIRECTOR owns less than 5%

• SYED UMAR FAISAL EHTISHAM

  CHIEF COMPLIANCE OFFICER & CHIEF RISK OFFICER owns less than 5%

• THE BANK OF NEW YORK MELLON
  United States

• BALA Capital Group LLC
• Miller Investment Management LP
• Permit Capital Advisors LLC
• Beach Investment Counsel Inc
• Boenning & Scattergood Inc
• HC Capital Partners LLC
• Beach Investment Management LLC
• Cheswold Lane Asset Management LLC
• Permit Capital LLC
• Morgan Stanley AIP GP LP

• Changing Tides: A Comparison of Hirtle Callaghan & Co LLC's Q3 and Q4 2022 Fund Holdings

• VANGUARD INDEX FDS S&P 500 ETF SHS $247,034k
• ISHARES $239,799k
• SPDR SERIES TRUST $118,571k
• ISHARES $109,292k
• VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD $107,094k
• ISHARES $106,393k
• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $102,392k
• VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $53,736k
• VANGUARD INDEX FDS VALUE ETF $52,415k
• VANGUARD INDEX FDS GROWTH ETF $36,556k