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300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-18 |
| PA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-28 |
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