Sign in

You're signed outSign in or to get full access.

Susan Hnat

Susan Hnat

Senior Associate at Hirtle Callaghan & Co. LLC

Philadelphia, PA , United States

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

OrganizationRoleDate RangeDetails
Hirtle, Callaghan & Co.Senior AssociateSep 2021 to Present
SEIClient Service Director, SEI Institutional GroupJul 2009 to Jul 2021
Wells FargoDefined Contribution Client Service ManagerNov 2004 to Jul 2009
Delaware InvestmentsRetirement Client Service Relationship ManagerJul 1994 to Oct 2004
Planco IncorporatedInternal Wholesaler Southeast RegionMay 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)

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

Similar Fund Managers

NameRoleFundLocation
Cameron McLennan
Cameron McLennan
Senior Portfolio ManagerXponance, Inc.Durham, NC , United States
Tracy Cao
Tracy Cao
Vice President | Team Lead Manager Research, Multi‑Manager StrategiesXponance, Inc.Philadelphia, PA , United States
Johanna Winslow
Johanna Winslow
PrincipalBaldwin Investment Management, LLCConshohocken, PA , United States