Nick Fazzie
Portefeuillebeheerder-Aandelen bij Hirtle, Callaghan & Co. LLC
Profiel
Mr. Nicholas J.
Fazzie, CFA MBA, is a Director at Hirtle, Callaghan & Co. LLC.
He co-leads the firm's Institutional Portfolio Management Group.
He develops and implements customized investment solutions for complex institutions, including endowments, foundations, pension plans and insurance portfolios.
He works closely with staff and boards to ensure that their portfolios are aligned with their distinct goals and risk parameters in addition to reflecting our best investment thinking.
He has deep expertise in asset allocation, investment policy and portfolio construction, manager selection and risk management.
He has spent nearly 15 years at Hirtle Callaghan, previously working as an Analyst and in Institutional Client Development.
He began his career at Aberdeen Asset Management.
He received his B.S.
in Accounting and M.B.A.
with a concentration in finance from the University of Delaware.
He is a CFA charter holder.
Actieve functies van Nick Fazzie
Bedrijven | Functie | Begin |
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Hirtle, Callaghan & Co. LLC
Hirtle, Callaghan & Co. LLC Investment ManagersFinance Hirtle, Callaghan & Co. LLC (HCC) is a SEC-registered investment advisor and holding firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Jonathan Hirtle and Donald Callaghan in 1988. HCC provides investment advisory services to individuals, trusts, pension plans, endowments, foundations, and other similar institutions. They also provide services to the private funds and HC Capital Trust. | Portefeuillebeheerder-Aandelen | 01-01-2016 |
Opleiding van Nick Fazzie
University of Delaware | Masters Business Admin |
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Bedrijven in privébezit | 1 |
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Hirtle, Callaghan & Co. LLC
Hirtle, Callaghan & Co. LLC Investment ManagersFinance Hirtle, Callaghan & Co. LLC (HCC) is a SEC-registered investment advisor and holding firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Jonathan Hirtle and Donald Callaghan in 1988. HCC provides investment advisory services to individuals, trusts, pension plans, endowments, foundations, and other similar institutions. They also provide services to the private funds and HC Capital Trust. | Finance |