Bruce Self, Cfa Email & Phone Number

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 investment programs. Today, we are a national firm known for its professional, client-centric culture. With each client in mind, we design and manage a customized investment program that is diversified across global opportunities, including public and private markets. For more information about Hirtle Callaghan, please visit www.hirtlecallaghan.com.

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.

Bachelor’S Degree

History Major

Master Of Business Administration (M.B.A.)

Strategic Management and Marketing Concentrations