Executive Chairman
CurrentGlobalization and product innovation have pushed investment complexity and noise through the tipping point. Consequently, the investment industry is in the midst of a massive transition. What will the next great investment institution look like? Like the great institutions of the 19th and 20th centuries? Unlikely. What will fiduciary governance look like 20 years from now? Like it does today? Again, unlikely. While traditional investment firms are clinging to old models, firms like Hirtle Callaghan are driving hard to introduce fundamental, client-centric change to champion the interests of investors first and transform the investment industry forever.