Hirtle Callaghan Creates New Client Engagement Role

Brings on Hartford Funds’ Erica Evans to further the firm's client-centric model.

Philadelphia-based Hirtle Callaghan, the $20 billion firm that created the outsourced CIO model, has hired Erica Evans to the newly created role of head of client engagement. Evans will work closely with the investment team to further the firm’s client-centric model.

Hirtle Callaghan currently oversees family, endowment, foundation, healthcare, and pension assets in 46 states. The firm says its OCIO model is conflict-free and, with the inclusion of Evans, will become more high-touch.

Evans was most recently head of sales strategy & institutional partnerships at Hartford Funds, a position she took over in 2012. Prior to joining Hartford Funds, she was head of institutional business at ING Investment Management. Evans has a background in investment management and mortgage underwriting.

“Erica has an impressive track record in the investment and financial services industry,” said Chief Executive Officer Ranji Nagaswami in a statement announcing the new role.

In addition to refining its value proposition, Hirtle Callaghan has been having a bit of a growth spurt recently. The firm opened an office in San Francisco in February, bringing on Dan Eagan from Alliance Bernstein to head up client expansion efforts in Northern California. The San Francisco office will work with another office in Scottsdale, Arizona, to solidify the firm’s presence in the Western US.

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