About
Charlene Pow serves as an Associate at Hirtle, Callaghan & Co. in Eagleville, PA, where she contributes her deep expertise in finance and investment operations. Her responsibilities include supporting the firm's investment management activities, executing portfolio-related tasks, and coordinating client services. With a tenure at Hirtle, Callaghan & Co. dating back to 2011, she plays a key role within the firm known for its outsourced chief investment officer model and custom-designed investment solutions.
She brings extensive professional experience from previous roles, including as Department Coordinator and Research Assistant at Vanguard and as an Associate at Morgan Stanley Investment Management. Throughout her career, Charlene has focused on diversified asset classes typical of multi-manager platforms, with particular exposure to equity, fixed income, and alternative investments, working across institutional and individual client segments.
Charlene holds a B.S. in Business Administration from Gwynedd Mercy University, supporting her expertise in investment research and client service. Her career reflects considerable achievement in the investment industry, contributing to fiduciary best practices and operational excellence at leading firms in the asset management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Hirtle, Callaghan & Co. | Associate | Aug 2011 to Present | Maintain effective working relationships by serving as the key point of contact for sales, compliance, and marketing team. • Complete RFPs with the standard responses. Collaborate with sales team on c... |
| Vanguard | Department Coordinator and Research Assistant | Dec 2010 to Aug 2011 | Researched, organized, and reported the status of regulatory and legislative changes that impacted the financial markets; as well as tracked and coordinated all lobbying efforts within the government ... |
| Morgan Stanley Investment Management | Associate | Oct 1997 to Jan 2009 | Business Analysis: Responsible for the business analysis representing $51B in assets across 40 products for the Consultant Relations team. • Provided Senior Management with global data and analysis on... |
| ZA CONSULTING/MANAGEMENT, INC. | Medical Practice Manager | Jan 1996 to Jan 1997 | Developed and analyzed monthly client financial reports, prepared fee schedules and projections, and regulated accounts receivables to ensure follow-up by billing staff. • Conducted monthly meetings ... |
| Aetna US Healthcare | Quality Control Administrator | Jan 1990 to Jan 1996 | Audited physician and hospital contracts processed by contract coordinators to ensure negotiators adhered to all company and state policies and procedures. Interfaced with physicians, hospitals, and ... |
Education
Gwynedd Mercy University
B.S., Business Administration
Skills & Expertise
Others at Hirtle Callaghan & Co. LLC (23)
| Name | Role | Location |
|---|---|---|
 | Investment Officer | Denver, CO , United States |
 | Portfolio Manager | Wayne, PA , United States |
 | Vice President, Portfolio Manager | Denver, CO , United States |
C Charles Ferguson | Senior Associate | Philadelphia, PA , United States |
D Dan Landau | Senior Associate, Private Equity | Philadelphia, PA , United States |
 | Investment Officer | Cleveland, OH , United States |
D Denise Iemolo | Portfolio Manager | Newtown Square, PA , United States |
 | Associate | Philadelphia, PA , United States |
| Quantitative Analyst | Philadelphia, PA , United States | |
N Nancy Amann | Private Equity Manager | Conshohocken, PA , United States |
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