Mark Joseph Bagley
Gestionnaire de Portefeuille-Actions chez Hirtle, Callaghan & Co. LLC
Profil
Mr. Mark J.
Bagley, CFA, is a Director at Hirtle, Callaghan & Co. LLC.
He co-leads the firm’s Institutional Portfolio Management Group.
He advises on all aspects of investment planning, strategy design and portfolio implementation.
He has expertise across the conceptual and practical elements of asset allocation, portfolio construction, manager selection and risk management.
With over 20 years at Hirtle Callaghan, he maintains long-standing institutional relationships, aiming to exceed expectations in all aspects of portfolio management and service while consistently delivering a world-class fiduciary program.
Prior to joining Hirtle Callaghan in 1999, he worked with CMS Companies as an Investment Analyst helping clients to develop and implement wealth management strategies.
He began his career with Deloitte & Touche, LLP as an Auditor, and he developed an in-depth understanding of the complex financial issues facing public and private companies.
He graduated from Penn State University with a B.S.
in Accounting.
He is a CFA charterholder and a member of the CFA Institute.
Postes actifs de Mark Joseph Bagley
| Sociétés | Poste | Début |
|---|---|---|
Hirtle, Callaghan & Co. LLC
 Hirtle, Callaghan & Co. LLC Investment ManagersFinance Hirtle, Callaghan & Co. LLC (HCC) is a SEC-registered investment advisor and holding firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Jonathan Hirtle and Donald Callaghan in 1988. HCC provides investment advisory services to individuals, trusts, pension plans, endowments, foundations, and other similar institutions. They also provide services to the private funds and HC Capital Trust. | Gestionnaire de Portefeuille-Actions | 01/06/1999 |
Anciens postes connus de Mark Joseph Bagley
| Sociétés | Poste | Fin |
|---|---|---|
CMS Cos.
 CMS Cos. Investment ManagersFinance CMS Cos. operates as an investment company. It provides asset allocation and intergenerational planning services. The firm designs personalized asset allocation strategies for the development of model portfolios; calculates asset class weightings, which incorporate individual goals and objectives; computes optimal amount and mix of investments; and evaluates the impact of investments selected. The company was founded by Mark I. Solomon in 1969 and is headquartered in Wynnewood, PA. | Corporate Officer/Principal | - |
Deloitte Touche Tohmatsu Services LLC
 Deloitte Touche Tohmatsu Services LLC Miscellaneous Commercial ServicesCommercial Services Deloitte Touche Tohmatsu Services, Inc. provides accounting services. It offers audit, consulting, financial advisory, risk management, and tax services. The company is headquartered in New York, NY. | Comptroller/Controller/Auditor | - |
Formation de Mark Joseph Bagley
| The Pennsylvania State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Hirtle, Callaghan & Co. LLC
Hirtle, Callaghan & Co. LLC Investment ManagersFinance Hirtle, Callaghan & Co. LLC (HCC) is a SEC-registered investment advisor and holding firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Jonathan Hirtle and Donald Callaghan in 1988. HCC provides investment advisory services to individuals, trusts, pension plans, endowments, foundations, and other similar institutions. They also provide services to the private funds and HC Capital Trust. | Finance |
Deloitte Touche Tohmatsu Services LLC
Deloitte Touche Tohmatsu Services LLC Miscellaneous Commercial ServicesCommercial Services Deloitte Touche Tohmatsu Services, Inc. provides accounting services. It offers audit, consulting, financial advisory, risk management, and tax services. The company is headquartered in New York, NY. | Commercial Services |
CMS Cos.
CMS Cos. Investment ManagersFinance CMS Cos. operates as an investment company. It provides asset allocation and intergenerational planning services. The firm designs personalized asset allocation strategies for the development of model portfolios; calculates asset class weightings, which incorporate individual goals and objectives; computes optimal amount and mix of investments; and evaluates the impact of investments selected. The company was founded by Mark I. Solomon in 1969 and is headquartered in Wynnewood, PA. | Finance |
