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Bruce Self, Cfa is listed as Director, Portfolio Management at Hirtle, Callaghan & Co. at Hirtle, Callaghan & Co., a company with 100 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at pnc.com and a matched LinkedIn profile for Bruce Self, Cfa.
Bruce Self, Cfa previously worked as Director, Portfolio Manager at Hirtle, Callaghan & Co. and Senior Vice President, Regional Managing Director at Truist Wealth. Bruce Self, Cfa holds Bachelor’S Degree from Princeton University.
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I am a wealth management advisor and leader with a proven track record for consistently achieving goals to ensure client success. Throughout my career I have been a dedicated client advocate, recognizing that advisors and clients must succeed together. Providing an exceptional client experience is the cornerstone for how I have been able to build and maintain a high performing wealth management practice.During two decades of dedicated study and real-world experience, I have developed the skillset to expertly construct and oversee a client’s investment portfolio. I also excel at helping clients identify their goals and articulating a plan to achieve their personalized objectives.I am a strong advocate for developing the professional skills of my teammates and providing them with opportunities to succeed. I have led large teams through periods of change without losing focus on individual development needs. I believe that the best leaders achieve business objectives by empowering their colleagues to perform at a high level.Throughout my career, I have been asked to oversee special projects designed to improve the client experience. I am recognized as a thought leader by my peers with a history of enhancing the capabilities of my organization.
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West Conshohocken, PA
Hirtle Callaghan was founded in 1988 as America's First Outsourced Chief Investment Officer for institutions and families. Serving as an independent investment office has been our only line of business for over 30 years. We do not sell products and instead offer objective advice to investors seeking to improve the structure, process and returns of their.
Philadelphia, Pennsylvania, United States
Oversaw all aspects of the Wealth Management line of business in the Delaware Valley / Lehigh Valley region. Led a team of up to 11 Wealth Advisors responsible for an annual new revenue goal of more than $5 million. Worked closely with internal teammates and external contacts to identify prospects and new revenue opportunities.
Greater Philadelphia Area
Oversaw a team of 11 investment professionals managing portfolios for Ultra High Net Worth clients. Acted as lead advisor or co-manager for 20 of PNC’s largest private clients. Actively contributed to numerous committees and working groups including Investment Strategy, Portfolio Construction, Investment Compliance, and Responsible Investing.
Greater Philadelphia Area
Managed and co-managed investment portfolios for 15 Ultra High Net Worth. Articulated investment strategies, economic forecasts and performance results to clients and their professional advisors.
Philadelphia, PA
Managed a 35-person team of Investment Advisors, Fiduciary Advisors, Banking Advisors, Wealth Strategists, Relationship Strategists and Support Specialists. Developed and implemented a business plan to achieve the team’s revenue goal.
Managed portfolios that consisted of individual stocks, individual bonds, mutual funds, ETFs, SMAs, UMAs and alternative investments for more than 100 families. Collaborated with business development officers to identify prospects and expand existing relationships, which resulted in more than 30 new clients.
Developed investment strategies for high-net-worth clients and analyzed performance data.
Supported Senior Portfolio Officers managing portfolios for high net worth clients.
Other employees you can reach at hirtlecallaghan.com. View company contacts for 100 employees →
Debby Hirtle
Colleague at Hirtle, Callaghan & Co.
Wayne, Pennsylvania, United States, United States
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MN
Michael N. Schiazza
Colleague at Hirtle, Callaghan & Co.
Greater Philadelphia, United States
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CV
Chris Valerio, Cfa
Colleague at Hirtle, Callaghan & Co.
Conshohocken, Pennsylvania, United States, United States
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AB
Adam Bergen
Colleague at Hirtle, Callaghan & Co.
Greater Philadelphia, United States
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JB
James Boyle
Colleague at Hirtle, Callaghan & Co.
Greater Philadelphia, United States
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CR
Claudia Ranieri
Colleague at Hirtle, Callaghan & Co.
Hewlett, New York, United States, United States
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SC
Sameena Chinwalla, Mba
Colleague at Hirtle, Callaghan & Co.
Greater Philadelphia, United States
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AF
Alexander Formáriz
Colleague at Hirtle, Callaghan & Co.
Greater Philadelphia, United States
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SD
Seth Daugherty, Cfa
Colleague at Hirtle, Callaghan & Co.
Bryn Mawr, Pennsylvania, United States, United States
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CC
Chris Colapinto
Colleague at Hirtle, Callaghan & Co.
United States, United States
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Strategic Management and Marketing Concentrations
Quick answers generated from the profile data available on this page.
Bruce Self, Cfa works for Hirtle, Callaghan & Co..
Bruce Self, Cfa is listed as Director, Portfolio Management at Hirtle, Callaghan & Co. at Hirtle, Callaghan & Co..
AeroLeads has found 2 work email signals at @pnc.com for Bruce Self, Cfa at Hirtle, Callaghan & Co..
Bruce Self, Cfa is based in Philadelphia, Pennsylvania, United States while working with Hirtle, Callaghan & Co..
Bruce Self, Cfa has worked for Hirtle, Callaghan & Co., Truist Wealth, Pnc, Hawthorn - Pnc Family Wealth, and Pnc Wealth Management.
Bruce Self, Cfa's colleagues at Hirtle, Callaghan & Co. include Debby Hirtle, Michael N. Schiazza, Chris Valerio, Cfa, Adam Bergen, and James Boyle.
You can use AeroLeads to view verified contact signals for Bruce Self, Cfa at Hirtle, Callaghan & Co., including work email, phone, and LinkedIn data when available.
Bruce Self, Cfa holds Bachelor’S Degree from Princeton University.
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