Denise Ellen Mcclain

Employer firm

Hirtle & Co., LLC CRD 105403

$25.4B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → 06/2021
  Wells Fargo
  Scottsdale, AZ
• 06/2021 → Present
  Hirtle, Callaghan & Co., Llc
  Scottsdale, AZ

Other Businesses

Owner/Proprietor through DTM Revocable Trust of DTM, LLC (which owns 2 residential rental houses). Husband, Thomas McClain, also through DTM Revocable Trust is co-owner. Address is 1819 E. Buena Vista Dr. Tempe, AZ 85284. DTM, LLC was created 9/1/2012. I estimate spending approximately 2 hours of time per month devoted to the rental house business through DTM, LLC, none of which occurs during securities trading hours. Typical duties include collecting rent and managing the expenses and income for the rental houses

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-01