David Henkel

David Henkel serves as an Investment Officer at Hirtle, Callaghan & Co., where he is based in Cleveland, Ohio and has held this role since August 2020. In this capacity, he is responsible for overseeing the design and management of custom investment programs for institutional and family clients, leveraging the firm’s multi-manager platform and focusing on asset allocation, manager selection, and portfolio construction.

Henkel’s investment expertise includes working across a wide range of asset classes such as public equities, fixed income, private equity, and alternative investments, aligned with Hirtle, Callaghan’s model of utilizing best-in-class independent managers and specialized index strategies. His advisory work covers endowments, foundations, healthcare systems, and pension assets, offering comprehensive portfolio solutions tailored to client risk profiles.

Before joining Hirtle, Callaghan & Co., Henkel was President of CM Wealth Advisors and previously served as Director at The Ancora Group, demonstrating leadership in portfolio management and high-net-worth advisory services. He holds a Bachelor of Arts in Political Science and Government and an MBA from the University of Michigan’s Ross School of Business, complementing his broad strategic investment perspective and commitment to client-centric solutions.