Bill Hagan
Managing Director
- Role
- Managing Director at Hirtle & Co
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
About Bill Hagan
Bill is a Managing Director at Hirtle & Co. and co-leads the Family Portfolio Management Group for the firm. As a Senior Portfolio Manager, Bill is an expert in investment planning, asset allocation and portfolio implementation. He focuses on tax-managed investment solutions and implements various wealth transfer strategies across client portfolios. Bill serves on the Investment Policy Committee, which is directly responsible for setting the firm’s asset allocation strategies and the selection of investment managers in client portfolios. Going into his 21st year at Hirtle & Co, Bill maintains long-standing relationships with his clients, while ensuring the delivery of a world-class investment program.
Experience
Managing Director
Jan 2024 — Present
Education
Dickinson College
BA, Economics
1999 — 2003
Skills
- Fund of Funds
- Bloomberg
- Portfolio Management
- Investment Strategies
- Alternative Investments
- Fixed Income
- Asset Allocation
- Investment Management
- Equities
- Investment Advisory
- Hedge Funds
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