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Robert Eberley

Robert Eberley

Investment Officer at Hirtle Callaghan & Co. LLC

United States

About

Robert Eberley serves as an Investment Officer at Hirtle, Callaghan & Co., where he specializes in developing and overseeing investment strategies tailored for nonprofits, families, endowments, and foundations. His key responsibilities include asset allocation and portfolio management that leverages independent money managers and specialized funds, ensuring client-centric and performance-driven results across diverse investment portfolios.

Eberley’s expertise spans strategic and tactical asset allocation across a wide range of asset classes, including equities and fixed income investments, with a focus on conflict-free, fiduciary-based solutions for ultra-high-net-worth families and institutional clients. Prior to joining Hirtle, Callaghan & Co. in 2017, he held notable positions such as Private Client Advisor at U.S. Trust and Executive Director at JP Morgan, where he concentrated on private client wealth and institutional asset management.

He holds an MBA in Finance and Economics and a background in Earth Sciences (Geophysics) from Penn State University, adding a strong quantitative and analytical foundation to his investment approach. With over a decade of leadership in the investment industry, Eberley is recognized for his contribution to rigorous portfolio construction and innovative asset management spanning both traditional and alternative sectors.

Career History

OrganizationRoleDate RangeDetails
Hirtle, Callaghan & Co.Investment OfficerOct 2017 to Present
U.S. TrustPrivate Client AdvisorNov 2014 to Mar 2017
JP MorganExecutive DirectorApr 2011 to Nov 2014
Strategic ConsultingPrincipalDec 2008 to Apr 2011
Axion Capital ManagementPartnerJan 2002 to Jan 2007
CLSADirectorJan 1995 to Aug 2000
Salomon BrothersDirectorJan 1993 to Jan 1995
Asian Equity Sales
Mees Pierson IncDirectorAug 1990 to Jan 1993
Equity research and sales

Education

Penn State University

Master of Business Administration (M.B.A.), Finance and Economics

1986 1988

Penn State University

Earth Sciences, Geophysics

1978 1980

Landmark Forum

Skills & Expertise

Equities
Investment Banking
Investment Strategies
Trading Systems
Venture Capital
Corporate Finance
Asset Allocation
Strategic Planning
Options
Fund of Funds
Series 7
Financial Structuring
Securities
Hedge Funds
Investment Management
Equity Trading
Financial Analysis
Structured Products

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
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
Showing 1-10 of 23 team members

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