You're signed outSign in or to get full access.
About
Susan Hnat is a Senior Associate at Hirtle, Callaghan & Co., based in the Philadelphia area, where she supports the investment management team in designing and overseeing customized portfolios for both family and institutional clients. Her responsibilities include collaborating on asset allocation strategies, coordinating with best-in-class external managers, and ensuring clients receive tailored solutions across a range of asset classes. While her current role on the investment management team is broad, her expertise spans multi-asset portfolio construction, including public and private market investments.
Prior to joining Hirtle, Callaghan & Co., Susan served as Client Service Director at SEI's Institutional Group, where she managed key institutional relationships and specialized in defined contribution and retirement plan solutions. She previously was Defined Contribution Client Service Manager at Wells Fargo, further deepening her experience in retirement plan administration and investment advisory. Across these roles, Susan has demonstrated particular strength in supporting institutional asset owners and navigating the complexities of retirement planning and investment operations.
Susan holds a Bachelor of Science in Business Administration and Management with a concentration in Finance and Economics from Slippery Rock University of Pennsylvania. Her career reflects a commitment to the highest standards of client service, fiduciary diligence, and strategic investment planning for both institutional and private clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Hirtle, Callaghan & Co. | Senior Associate | Sep 2021 to Present | — |
| SEI | Client Service Director, SEI Institutional Group | Jul 2009 to Jul 2021 | — |
| Wells Fargo | Defined Contribution Client Service Manager | Nov 2004 to Jul 2009 | — |
| Delaware Investments | Retirement Client Service Relationship Manager | Jul 1994 to Oct 2004 | — |
| Planco Incorporated | Internal Wholesaler Southeast Region | May 1993 to Jul 1994 | Financial wholesaling company selling mutual funds, fixed and variable annuities. |
Education
Slippery Rock University of Pennsylvania
Bachelor of Science, Business Administration and Management with a concentration in Finance and Economics
1989 — 1993
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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Senior Portfolio Manager | Xponance, Inc. | Durham, NC , United States | |
| Vice President | Team Lead Manager Research, Multi‑Manager Strategies | Xponance, Inc. | Philadelphia, PA , United States | |
| Principal | Baldwin Investment Management, LLC | Conshohocken, PA , United States |