Jonathan Hirtle

Jonathan Hirtle
Born
Jonathan Jacob Hirtle
EducationBA, Pennsylvania State University (1974)
MBA, Pennsylvania State University (1982)
Years active38
Known forOutsourced Chief Investment Officer (OCIO) model
Websitewww.hirtle.com

Jonathan Jacob Hirtle is an investment industry executive who pioneered the outsourced Chief Investment Officer (OCIO) model. For his OCIO innovations, Hirtle has been dubbed the “Oracle of Outsource."

In 1988, Hirtle co-founded Hirtle & Co. (formerly Hirtle, Callaghan & Co.), recognized as the first OCIO firm to serve family groups and organizations that does not employ fully staffed investment departments. The firm has over $25 billion under management.

Jon serves as Executive Chairman of Hirtle & Co. He also serves on the Board of Directors of the Museum of the American Revolution and is active at the Buffalo Bill Center of the West in Cody, Wyoming.

Background

Jonathan Hirtle was born in Cheswick, Pennsylvania in 1952 and graduated from Springdale High School in Springdale, PA.

Hirtle earned a BA in 1974 and an MBA in 1982 from Pennsylvania State University. From 1975 to 1982, Hirtle served as an officer in the United States Marine Corps.

Prior to founding Hirtle & Co. in 1988, Hirtle served as vice president at Goldman, Sachs & Co. for six years, advising family groups and institutions on investment strategy and securities selection.

Hirtle co-founded Hirtle & Co. to serve solely as an outsourced Chief Investment Officer and investment department to family groups and institutions that chose not to develop and pay for a full-staffed internal investment department.

Hirtle & Co.

Hirtle & Co. designs and supervises comprehensive investment programs for families and institutions, and customizes its investment approach for each individual client.

The firm manages over $25 billion under prescribed direction split equally between family and institutional clients.

Hirtle serves as the firm's Executive Chairman and serves as an advisor to the firm's Management Committee, which directs and implements firmwide strategy and ensures effective management across all areas of the business.

Outsourced Chief Investment Officer Model

At Hirtle & Co., Jonathan Hirtle pioneered the now-popular outsourced Chief Investment Officer (OCIO) model.

References

  1. 1 2 3 Williamson, Christine (18 August 2011). "Hirtle Callaghan co-founder was an early leader in developing investment outsourcing". Pensions & Investments. Retrieved 15 April 2014.
  2. 1 2 3 "Who We Are". Hirtle & Co. Retrieved 15 April 2014.
  3. 1 2 "2014 Outsourced Chief Investment Officer Buyer's Guide". aiCIO Magazine. Archived from the original on 16 April 2014. Retrieved 15 April 2014.
  4. ↑ "Executive Profile: Jonathan Jacob Hirtle". Bloomberg Business Week. Retrieved 15 April 2014.{{cite web}}: CS1 maint: deprecated archival service (link)
  5. ↑ Brubaker, Harold. "Better returns on wealth Firm offers its big-money expertise to (somewhat) smaller clients". The Philadelphia Inquirer. Archived from the original on April 16, 2014. Retrieved 15 April 2014.