Hirtle Callaghan CEO Jonathan Hirtle to Speak on Ethics Panel in New York Tonight

      

The program, "Leadership Perspectives on Ethics in Today's Complex World," will begin at 6:45 p.m. at The Princeton Club at 15 West 43rd Street. Doors open at 6 p.m. and refreshments will be served during a networking reception, which will follow the panel discussion at 7:30 p.m. The event is open to all alumni and friends of Penn State, but guests must pre-register online at www.smeal.psu.edu/wsi.

Hirtle, a graduate of Penn State, said he was happy to be asked to participate in this evening's panel.

"We've been referred to as 'Wall Street idealists' for our unusual emphasis on both performance intensity and a genuine fiduciary ethos. We salute Penn State and Smeal for engaging in this important dialogue."

Other panelists are:

• Joan Amble, executive vice president and corporate comptroller, American Express Co.
• Matthew Mintzer, head of U.S. Advisory Sales, Alliance Bernstein Defined Contribution Investments
• Krishna Nadella, associate director, Moody's Analytics
• Mark Schweiker, president and chief executive officer of Business Process Outsourcing, PRWT Services, Inc., former president and CEO of the Greater Philadelphia Chamber of Commerce, and former governor of Pennsylvania
• Linda Trevino, Distinguished Professor of Organizational Behavior and Ethics, Smeal College of Business

Founded in 1988, Hirtle Callaghan was the first asset management firm to position itself as an outsourced Chief Investment Officer, targeting family groups and organizations that do not employ their own, fully-staffed investment departments. Jonathan Hirtle and co-founder Donald Callaghan left Goldman Sachs to establish their firm, intent on down-streaming the investment results that had previously been realized by only the largest multi-billion dollar investors.

Hirtle Callaghan's clients include family groups, endowments, foundations and pension funds. The firm has grown rapidly over recent years, and that growth has accelerated in the wake of last year's market turmoil.

The firm just opened an office in New York, joining its other offices in Philadelphia, Atlanta, Boston, Chicago, Phoenix and Pittsburgh.

Since 1999, the Wall Street Initiative has been connecting Penn State alumni who work on Wall Street with the goal of strengthening corporate relationships with the University, providing networking opportunities for alumni, and assisting students in pursuit of careers in New York's financial district.

About Hirtle Callaghan

With $17.5 billion under direct supervision and recognition as a Top 20 Wealth Manager, Hirtle Callaghan is one of America's fastest growing investment firms. Hirtle Callaghan delivers a unique, top-down approach to asset management that emphasizes the significance of strategy and risk management at every step of the investment process. Now in its 21st year, Hirtle Callaghan sets a higher standard of service to the investment market by offering complete objectivity, as well as the insight and discipline of a professional Chief Investment Officer, supported by a fully staffed investment department - an approach previously available to only the largest, multi-billion dollar family groups and institutions.

About Penn State's Smeal College of Business

Penn State's Smeal College of Business offers highly ranked undergraduate, MBA, executive MBA, Ph.D., and executive education opportunities to more than 5,500 students at all levels. Featuring academic departments of accounting, finance, marketing, insurance and real estate, management, and supply chain and information systems, the college is also home to major research centers such as the Center for Supply Chain Research, the Institute for the Study of Business Markets, the Center for Digital Transformation, the Farrell Center for Corporate Innovation and Entrepreneurship, the Center for Global Business Studies, and the Center for the Management of Technological and Organizational Change.

REPORTERS & EDITORS: For more information, please contact Wyatt DuBois in the Smeal College of Business Media Relations Office at 814-863-3798 or wed112@psu.edu.

Hirtle Callaghan
Anne A. Buchanan, APR
610-649-9292
anne@buchananpr.com