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Classified in: Business
Subjects: PER, WOM

Hirtle Callaghan Names Erica Evans as Head of Client Engagement


PHILADELPHIA, July 27, 2017 /PRNewswire/ -- Hirtle Callaghan, pioneers of the Outsourced Chief Investment Officer (OCIO) model, announced today that financial services industry veteran Erica Evans has joined the firm in the newly created role of Head of Client Engagement. In this capacity, Ms. Evans will work closely with Hirtle Callaghan's investment officers to further the firm's client-centric model. 

Hirtle Callaghan Names Erica Evans as Head of Client Engagement

"Erica has an impressive track record in the investment and financial services industry," said Chief Executive Officer Ranji Nagaswami. "She has successfully worked with clients, grown assets, recruited and managed sales forces, and built strategic planning processes. Most importantly, she understands the Hirtle Callaghan mission to protect and then enhance our clients' assets so that they can continue to provide for the families and the communities they love." 

"I am excited to be joining a firm with a high-touch, conflict-free business model that is uniquely committed to customized service and true client partnership," said Ms. Evans. "I look forward to collaborating with Hirtle Callaghan's talented team of professionals as we work tirelessly to provide the best possible service and outcomes for our clients."

Ms. Evans, who most recently served as the head of Sales Strategy & Institutional Partnerships at Hartford Funds, has over 25 years of experience in the financial services industry, with expertise in sales strategy, marketing, communications, and general management. Prior to her most recent role at Hartford Funds, Ms. Evans served as Executive Vice President and Head of Sales and Marketing at HIMCO, Hartford's asset management unit. She previously worked at ING Investment Management as SVP, Head of Institutional Business and served as Head of Client Investment Management Services at GE Asset Management. Ms. Evans spent over fifteen years of her career in various roles at GE, overseeing and engaging in client service, relationship management, compliance, and operational risk. 

About Hirtle Callaghan
Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. As an organization of Chief Investment Officers, Hirtle Callaghan sells no products. Rather, the firm uses collective purchasing power and aggregate expertise to design and manage complete, custom-designed investment programs for family and institutional investors. These programs are executed through best-in-class independent money managers and specialized index funds. Multi-manager hedge fund, private equity and special opportunity pools are included, when appropriate, but without a fund-of-funds fee.

Now in its 29th year, Hirtle Callaghan, America's First Outsourced Chief Investment Officer®, supervises over $20 billion of family, endowment, foundation, healthcare, and pension assets in 46 states.

For more information, please visit www.hirtlecallaghan.com.

Prospective clients are invited to contact Erica Evans at [email protected].

Media contact: Davis MacMillan, 646-808-3653, [email protected]

SOURCE Hirtle Callaghan


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