Bill Hagan, Cfa
AeroLeads people directory · profile

Bill Hagan, Cfa Email & Phone Number

Managing Director at Hirtle, Callaghan & Co.
Location: Wayne, Pennsylvania, United States 6 work roles 2 schools
1 work email found @hirtlecallaghan.com 2 phones found area 610 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email b****@hirtlecallaghan.com
Direct phone (610) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Hirtle, Callaghan & Co.
Role
Managing Director
Location
Wayne, Pennsylvania, United States
Company size
100 employees

Who is Bill Hagan, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Bill Hagan, Cfa is listed as Managing Director at Hirtle, Callaghan & Co., a with 100 employees, based in Wayne, Pennsylvania, United States. AeroLeads shows a work email signal at hirtlecallaghan.com, phone signal with area code 610, and a matched LinkedIn profile for Bill Hagan, Cfa.

Bill Hagan, Cfa previously worked as Director & Senior Portfolio Manager at Hirtle, Callaghan & Co. and Vice President - Portfolio Management at Hirtle, Callaghan & Co.. Bill Hagan, Cfa holds Ba, Economics from Dickinson College.

Company email context

Email format at Hirtle, Callaghan & Co.

This section adds company-level context without repeating Bill Hagan, Cfa's masked contact details.

*@hirtlecallaghan.com
71% confidence

AeroLeads found 1 current-domain work email signal for Bill Hagan, Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Bill Hagan, Cfa

Bill is a Managing Director at Hirtle Callaghan & Co. and co-leads the Family Portfolio Management Group for the firm. As a Senior Portfolio Manager, Bill is an expert in investment planning, asset allocation and portfolio implementation. He focuses on tax-managed investment solutions and implements various wealth transfer strategies across client portfolios. Bill serves on the Investment Policy Committee, which is directly responsible for setting the firm’s asset allocation strategies and the selection of investment managers in client portfolios. Going into his 19th year at Hirtle Callaghan, Bill maintains long-standing relationships with his clients, while ensuring the delivery of a world-class investment program.

Listed skills include Portfolio Management, Asset Allocation, Alternative Investments, Hedge Funds, and 7 others.

Current workplace

Bill Hagan, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Hirtle, Callaghan & Co.
Hirtle, Callaghan & Co.
Managing Director
west conshohocken, pennsylvania, united states
Website
hirtlecallaghan.com
Employees
100
AeroLeads page
Company profile
View company profile Email format
6 roles · 24 years

Bill Hagan, Cfa work experience

A career timeline built from the work history available for this profile.

Director & Senior Portfolio Manager

Hirtle, Callaghan & Co.

Greater Philadelphia Area

Hirtle Callaghan was founded in 1988 to serve solely as an outsourced Chief Investment Officer and investment staff to institutions and families. We represent more than 200 clients with over $22B in assets under management. As America's First Outsourced CIO, our mission is to build conflict-free, sophisticated, customized investment solutions positioned to achieve clients' specific goals based on their unique circumstances. For more information about Hirtle Callaghan, please visit www.hirtlecallaghan.com.

May 2017 - Jan 2024

Research Analyst

Flagship Capital Management

Media, Pa

Managed client service and investment research initiatives to construct customized investment programs for high net worth clients and defined contribution plans.

2003 - 2005 ~2 yrs
Team & coworkers

Colleagues at Hirtle, Callaghan & Co.

Other employees you can reach at hirtlecallaghan.com. View company contacts for 100 employees →

SC Sean Conrad, Cipm Sean Conrad, Cipm Colleague at Hirtle, Callaghan & Co.Phoenixville, Pennsylvania, United States View → PS Paul Shaffer, Cfa Paul Shaffer, Cfa Colleague at Hirtle, Callaghan & Co.Greater Philadelphia, United States View → DH Deborah Hirtle Deborah Hirtle Colleague at Hirtle, Callaghan & Co.Wayne, Pennsylvania, United States View → SH Susan H. Mcevoy, Cfp® Susan H. Mcevoy, Cfp® Colleague at Hirtle, Callaghan & Co.United States View → CR Claudia Ranieri Claudia Ranieri Colleague at Hirtle, Callaghan & Co.Hewlett, New York, United States View → AF Alexander Formáriz Alexander Formáriz Colleague at Hirtle, Callaghan & Co.Greater Philadelphia, United States View → JG John Griffith John Griffith Colleague at Hirtle, Callaghan & Co.Newtown Square, Pennsylvania, United States View → PS Paul Staab, Cfa Paul Staab, Cfa Colleague at Hirtle, Callaghan & Co.Denver, Colorado, United States View → CF Charles Ferguson, Cipm Charles Ferguson, Cipm Colleague at Hirtle, Callaghan & Co.Greater Philadelphia, United States View → CC Chris Colapinto Chris Colapinto Colleague at Hirtle, Callaghan & Co.United States View →
2 education records

Bill Hagan, Cfa education

Ba, Economics

Dickinson College

Activities and Societies: Sigma Alpha Epsilon, Varsity Basketball

Education record

Cfa Institute
FAQ

Frequently asked questions about Bill Hagan, Cfa

Quick answers generated from the profile data available on this page.

What company does Bill Hagan, Cfa work for?

Bill Hagan, Cfa works for Hirtle, Callaghan & Co..

What is Bill Hagan, Cfa's role at Hirtle, Callaghan & Co.?

Bill Hagan, Cfa is listed as Managing Director at Hirtle, Callaghan & Co..

What is Bill Hagan, Cfa's email address?

AeroLeads has found 1 work email signal at @hirtlecallaghan.com for Bill Hagan, Cfa at Hirtle, Callaghan & Co..

What is Bill Hagan, Cfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 610 for Bill Hagan, Cfa at Hirtle, Callaghan & Co..

Where is Bill Hagan, Cfa based?

Bill Hagan, Cfa is based in Wayne, Pennsylvania, United States while working with Hirtle, Callaghan & Co..

What companies has Bill Hagan, Cfa worked for?

Bill Hagan, Cfa has worked for Hirtle, Callaghan & Co. and Flagship Capital Management.

Who are Bill Hagan, Cfa's colleagues at Hirtle, Callaghan & Co.?

Bill Hagan, Cfa's colleagues at Hirtle, Callaghan & Co. include Sean Conrad, Cipm, Paul Shaffer, Cfa, Deborah Hirtle, Susan H. Mcevoy, Cfp®, and Claudia Ranieri.

How can I contact Bill Hagan, Cfa?

You can use AeroLeads to view verified contact signals for Bill Hagan, Cfa at Hirtle, Callaghan & Co., including work email, phone, and LinkedIn data when available.

What schools did Bill Hagan, Cfa attend?

Bill Hagan, Cfa holds Ba, Economics from Dickinson College.

What skills is Bill Hagan, Cfa known for?

Bill Hagan, Cfa is listed with skills including Portfolio Management, Asset Allocation, Alternative Investments, Hedge Funds, Investment Strategies, Investment Management, Fixed Income, and Investment Advisory.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Bill Hagan, Cfa you were looking for.

View similar profiles