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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Hirtle, Callaghan & Co. | Investment Officer | Oct 2017 to Present | — |
| U.S. Trust | Private Client Advisor | Nov 2014 to Mar 2017 | — |
| JP Morgan | Executive Director | Apr 2011 to Nov 2014 | — |
| Strategic Consulting | Principal | Dec 2008 to Apr 2011 | — |
| Axion Capital Management | Partner | Jan 2002 to Jan 2007 | — |
| CLSA | Director | Jan 1995 to Aug 2000 | — |
| Salomon Brothers | Director | Jan 1993 to Jan 1995 | Asian Equity Sales |
| Mees Pierson Inc | Director | Aug 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
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 Charlene Pow | Associate | Eagleville, PA , 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 |
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