Charles Ferguson

Charles Ferguson is a Senior Associate at Hirtle, Callaghan & Co., a leading outsourced Chief Investment Officer (OCIO) firm based in Philadelphia, PA. In his current role, he supports the firm’s investment management and fiduciary services for institutional clients and high-net-worth families, focusing on portfolio analytics, performance reporting, and data-driven decision-making. His responsibilities include monitoring investment strategies, conducting due diligence, and assisting in the implementation of customized asset allocation plans.

Ferguson specializes in multi-asset class investing, with a particular emphasis on equities, fixed income, and alternative investments. He works closely with the firm’s OCIO teams to ensure client portfolios are aligned with their risk tolerance, return objectives, and long-term financial goals. His expertise also extends to ESG (Environmental, Social, and Governance) integration and impact investing, reflecting the firm’s commitment to responsible stewardship.

Prior to his current position, Ferguson held roles as Associate and Performance and Data Analyst at Hirtle, Callaghan & Co., where he developed a strong foundation in investment performance measurement and data management. He earned a Bachelor of Science in Business Administration with concentrations in Finance and Economics from Drexel University’s LeBow College of Business. Ferguson’s career is marked by a dedication to rigorous analysis, client service, and continuous professional development in the investment management industry.