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Adam Ross Bergen

Hirtle & Co., LLC

West Conshohocken, PA

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Current Employers
Hirtle & Co., Llc

300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-01-21
  • PA RA
    APPROVED
    Since 2022-01-21

Branch Locations

300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Chase Newark DE 05/2018 12/2019
Hirtle, Callaghan & Co., Llc West Conshohocken PA 01/2020 Present
Jp Morgan Chase Newark DE 06/2017 11/2017
West Chester University West Chester PA 08/2014 05/2018
  • 05/2018 → 12/2019
    Jp Morgan Chase
    Newark, DE
  • 01/2020 → Present
    Hirtle, Callaghan & Co., Llc
    West Conshohocken, PA
  • 06/2017 → 11/2017
    Jp Morgan Chase
    Newark, DE
  • 08/2014 → 05/2018
    West Chester University
    West Chester, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-21
  • S65 Uniform Investment Adviser Law Examination
    2022-01-21

View on SEC IAPD

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MATTERHORN CAPITAL ADVISORS, LLC · WEST CONSHOHOCKEN, PA
GKFO, LLC · W. CONSHOHOCKEN, PA
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