TrueAdvisor
TrueAdvisor
GP
GP

Gregory Bonner Pearce

Hirtle, Callaghan & CO., LLC
22 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingHigh Net Worth
Hirtle, Callaghan & CO., LLC
Compensation
Fee-Only (AUM)
Firm Size
39 advisors
Number of Clients
1,759 clients
Average Client Portfolio
$11.9M average
Assets Under Management
$21.0B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only

Location

300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA, 19428-2998

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hirtle, Callaghan & CO., LLC
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Cowen Execution Services LLCBroker
July 2014 - July 2017 · 3 yrs
Convergex Prime Services LLCBroker
July 2013 - September 2014 · 1 yr 2 mos
Susquehanna Financial Group, LllpBroker
October 2010 - December 2011 · 1 yr 2 mos
Sanford C. Bernstein & CO., LLCBroker
November 2001 - November 2010 · 9 yrs
State Registrations2 states
ILPA
Advisor
Exams
No exam information available for this advisor.