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Brian Ilsley

Brian Ilsley

Vice President, Portfolio Manager at Hirtle Callaghan & Co. LLC

Denver, CO , United States

About

Brian Ilsley is Vice President and Portfolio Manager at Hirtle, Callaghan & Co., based in Denver, Colorado, where he oversees multi-asset investment portfolios for institutional and high-net-worth clients. He is responsible for portfolio construction, manager selection, and ongoing investment strategy implementation, with a particular emphasis on comprehensive, client-centric asset allocation and risk management.

Ilsley has developed deep expertise across public and private markets, focusing on equities, fixed income, and alternative asset classes, including private equity and hedge funds. His role requires rigorous due diligence and analysis of global investment opportunities, and he works closely with clients to tailor portfolios to their specific objectives and risk profiles.

Prior to becoming Vice President, he served in increasing responsibilities at Hirtle, Callaghan & Co., progressing from Senior Analyst, Portfolio Management, to Portfolio Manager, and then to his current executive position. He holds a Bachelor of Science in Accounting from Drexel University and is a CFA and CFP® charterholder, underscoring his commitment to professional development and fiduciary excellence.

Career History

OrganizationRoleDate RangeDetails
Hirtle, Callaghan & Co.Vice President, Portfolio ManagerJan 2024 to Present
Hirtle Callaghan was founded in 1988 as America's First Outsourced Chief Investment Officer™ serving non-profits and philanthropic families. Our mission is to strengthen the institutions and families...
Hirtle, Callaghan & Co.Portfolio ManagerMar 2019 to Jan 2024
Hirtle, Callaghan & Co.Senior Analyst, Portfolio ManagementJan 2018 to Mar 2019
Hirtle, Callaghan & Co.Analyst, Portfolio ManagementSep 2016 to Jan 2018
SEIFund Accounting AnalystJun 2015 to Sep 2016
•Independently performed NAV calculations, profit & loss calculations, variance analysis, and trial balance & balance sheet preparation for several mutual and hedge fund clients •Completed cash, asset...
GlaxoSmithKlineCustomer Insights AnalystMar 2014 to Dec 2014
• Completed customer lifetime value analysis which validated approval of $17M project funding • Led research efforts to drive understanding of customer experience for applying credits to wholesalers &...

Education

Drexel University

Bachelor of Science - BS, Accounting

2011 2015

Skills & Expertise

Financial Risk Management
Portfolio Management
Alternative Investments
Fixed-Income Investing
Tax-advantaged Investment Strategies
FactSet Research Management
Inheritance Tax Planning
Retirement Planning
Estate Planning
Asset Allocation
Bloomberg Terminal
Microsoft Office
Teamwork
Accounting
Public Speaking
Financial Analysis
Research
Leadership
Analytical Skills
Event Planning
Financial Reporting
Microsoft Word
Project Management
PowerPoint
Social Media
Microsoft Excel
Fund Accounting
Customer Service
Analysis
Windows
Outlook
Financial Accounting
Series 65

Others at Hirtle Callaghan & Co. LLC (23)

NameRoleLocation
Andrew Ramsey
Andrew Ramsey
Investment OfficerDenver, CO , United States
Brad Hostetter
Brad Hostetter
Portfolio ManagerWayne, PA , United States
C
Charlene Pow
AssociateEagleville, PA , United States
C
Charles Ferguson
Senior AssociatePhiladelphia, PA , United States
D
Dan Landau
Senior Associate, Private EquityPhiladelphia, PA , United States
David Henkel
David Henkel
Investment OfficerCleveland, OH , United States
D
Denise Iemolo
Portfolio ManagerNewtown Square, PA , United States
Jimmy Boyle
Jimmy Boyle
AssociatePhiladelphia, PA , United States
Matthew Fieger
Matthew Fieger
Quantitative AnalystPhiladelphia, PA , United States
N
Nancy Amann
Private Equity ManagerConshohocken, PA , United States
Showing 1-10 of 23 team members

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