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Denise Iemolo

Portfolio Manager at Hirtle Callaghan & Co. LLC

Newtown Square, PA , United States

About

Denise Iemolo is a Portfolio Manager at Hirtle, Callaghan & Co., based in Newtown Square, Pennsylvania, where she oversees investment portfolios for individuals and families and advises on customized asset allocation and risk management strategies. She is noted for her expertise in multi-asset class portfolio construction, covering equities, fixed income, and alternative investments, with a specific focus on tailoring investment solutions to complex client needs.

Denise’s career spans over two decades in investment management, previously holding roles as Relationship Manager at The Feinman Group LLC and Portfolio Manager, Vice President at Rorer Asset Management/Managers Investment Group. Her background is distinguished by a comprehensive approach to portfolio management and strong client relationship skills cultivated across multiple market cycles.

She holds an MBA from Villanova University and a Bachelor of Arts in Finance from The Catholic University of America. Denise is recognized for her contributions to the investment industry, including supporting professional development and diversity initiatives such as Women in Investing Network events, and serving as a resource to philanthropic and community organizations.

Career History

OrganizationRoleDate RangeDetails
Hirtle, Callaghan & Co.Portfolio ManagerAug 2017 to Present
Portfolio Manager responsible for providing Chief Investment Officer services to family and individual OCIO (Outsourced Chief Investment Officer) clients.
The Feinman Group LLCRelationship ManagerMar 2013 to Aug 2017
Relationship Manager for 401k Plans including Investment Committees, Plan Sponsors and Plan Participants.
Rorer Asset Management/ Managers Investment GroupPortfolio Manager, Vice PresidentJan 1998 to Jan 2005
Portfolio Manager for High Net Worth and Institutional clients.
Miller, Anderson & Sherrerd, LLPPortfolio AdministratorJun 1995 to Jan 1998

Education

Villanova University

MBA

The Catholic University of America

Bachelor of Arts, Finance

Gwynedd Mercy Academy High School

Skills & Expertise

Alternative Investments
Series 63
Client Relations
Fixed Income
Insurance
Institutional
Retirement Planning
Valuation
Financial Planning
Portfolio Management
Investments
Bloomberg
Relationship Management
Business Analysis
Client Services
Endowments
Finance
Process Improvement
401k
Investor Relations
Series 6
Asset Allocation
Strategic Planning
Investment Advisory
Fund of Funds
Financial Services
Asset Managment
Wealth Management
Equities
Mutual Funds
Strategic Financial Planning
Investment Strategies
Microsoft Excel
Asset Management
Separately Managed Accounts
Risk Management
Marketing
Financial Analysis
Private Equity
Management
Financial Reporting
Project Management
Due Diligence
ETFs
Trading
Series 65
Services
Securities
Hedge Funds
Investment Management

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
Brian Ilsley
Brian Ilsley
Vice President, Portfolio ManagerDenver, CO , 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
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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