Hirtle Callaghan Strengthens Strategic Commitment to Institutional Clients, Hires Kris Kelleher as Director of Client Engagement
WEST CONSHOHOCKEN, Pa.–(BUSINESS WIRE)–Hirtle Callaghan, America’s First Outsourced Chief Investment Officers® (OCIO) and one of the nation’s largest independent investment offices, announced today that Kristofer T. Kelleher has joined the firm as Director, Client Engagement. In this newly developed position, he will be reporting to Erica Evans, Head of Client Engagement. Mr. Kelleher will focus on building new relationships with mission-driven non-profit organizations, especially endowments and foundations addressing education, healthcare and societal support.
“Kris’s professional experience and personal approach to building client relationships make him a terrific fit for Hirtle Callaghan,” said Ms. Evans. “He has demonstrated a passion for helping institutions achieve their own specific goals while enhancing their strength, durability and impact. We are delighted to welcome him to our team.”
Most recently, Mr. Kelleher spent eight years at Wilshire Associates serving as a Managing Director, Principal and Head of Institutional Business Development for Wilshire’s consulting and OCIO businesses. As a member of the four-person Executive Committee supporting the President of Wilshire Consulting, he was instrumental in steering overall growth strategy. Before joining Wilshire, he spent seven years as Managing Director for the Americas at FinLab SA, a Swiss-based analytics and research firm specializing in alternative investments. Mr. Kelleher previously worked at InvestorForce and AEGON USA and brings over 20 years of financial services experience to his new role.
“Hirtle Callaghan is well known for pioneering the OCIO model and has continued to build its leadership position through constant innovation and access to the best, most differentiated specialist managers in the world,” said Mr. Kelleher. “The firm’s commitment to mission-driven organizations is foundational. It is built into the culture of the firm and I am excited about introducing that culture and our difference-making capability to new partners.”
Mr. Kelleher’s professional and personal interests in nonprofit work are closely aligned. As a Fourth Degree member of the Knights of Columbus, he leads numerous charitable activities in his local community of Chester County, PA.
About Hirtle Callaghan
For over 30 years, Hirtle Callaghan has been proudly serving philanthropic families and the non-profit organizations they love. Today, Hirtle Callaghan is a 21st Century investment institution known for its professional, client-centric culture and its conflict-free business model. Hirtle Callaghan serves as a fully resourced, sophisticated, independent investment office that sells no products. Rather, it serves as its clients’ advocate in the complex investment marketplace. Client by client, the firm designs and manages complete, custom-designed investment programs that are diversified across global opportunities, including public and private markets. Earned access to the world’s leading money managers increases Hirtle Callaghan’s ability to deliver high, net investment returns with a high degree of certainty.
Headquartered in Philadelphia, Hirtle Callaghan also has offices in Chicago, Cleveland, Denver, Houston, Minneapolis, Newport Beach, Pittsburgh and Scottsdale.
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For further information on Hirtle Callaghan, please contact Erica Evans, Head of Client Engagement, at [email protected].
Contacts
Anne Ford
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