Mark Bagley

Mark Bagley

Portfolio Manager-Aktien bei
Hirtle, Callaghan & Co. LLC
Finance
Commercial Services
Consumer Services

Profil

Mr. Mark J.
Bagley, CFA, is a Director at Hirtle & Co. LLC.
He co-leads the firm’s Institutional Portfolio Management Group.
He advises on all aspects of investment planning, strategy design and portfolio implementation.
He has expertise across the conceptual and practical elements of asset allocation, portfolio construction, manager selection and risk management.
With over 20 years at Hirtle & Co., he maintains long-standing institutional relationships, aiming to exceed expectations in all aspects of portfolio management and service while consistently delivering a world-class fiduciary program.
Prior to joining the firm in 1999, Mr. Bagley worked with CMS Companies as an Investment Analyst helping clients to develop and implement wealth management strategies.
He began his career with Deloitte & Touche, LLP as an Auditor, and he developed an in-depth understanding of the complex financial issues facing public and private companies.
He graduated from Penn State University with a B.S.
in Accounting.
He is a CFA charterholder and a member of the CFA Institute.

Aktive Positionen von Mark Bagley

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.06.1999

Ehemalige bekannte Positionen von Mark Bagley

UnternehmenPositionEnde
Corporate Officer/Principal -
Comptroller/Controller/Auditor -
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4

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Herr

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Private Unternehmen4

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Consumer Services

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