Best Investors Account Sign in
Inactive

Brian Gilchrist Ilsley

Hirtle & Co., LLC

West Conshohocken, PA

Denver, CO

CRD 6720541

Claim This Profile
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:

Current Employers
Hirtle & Co., Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-02-18
PA RA APPROVED 2017-01-01
  • CO RA
    APPROVED
    Since 2026-02-18
  • PA RA
    APPROVED
    Since 2017-01-01

Branch Locations

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

The Citadel 3200 Cherry Creek S. Drive, Suite 350, Denver, CO 80209 • 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
Sei Investments Oaks PA 06/2015 09/2016
Hirtle Callaghan & Co., Llc West Conshohocken PA 09/2016 08/2018
Hirtle, Callaghan & Co., Llc Denver CO 08/2018 Present
  • 06/2015 → 09/2016
    Sei Investments
    Oaks, PA
  • 09/2016 → 08/2018
    Hirtle Callaghan & Co., Llc
    West Conshohocken, PA
  • 08/2018 → Present
    Hirtle, Callaghan & Co., Llc
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-28
  • S65 Uniform Investment Adviser Law Examination
    2016-12-28
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in West Conshohocken, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor