Profile
Mr. Mark J.
Bagley, CFA, is a Director at Hirtle & Co. LLC.
He co-leads the firm’s Institutional Portfolio Management Group.
He advises on all aspects of investment planning, strategy design and portfolio implementation.
He has expertise across the conceptual and practical elements of asset allocation, portfolio construction, manager selection and risk management.
With over 20 years at Hirtle & Co., he maintains long-standing institutional relationships, aiming to exceed expectations in all aspects of portfolio management and service while consistently delivering a world-class fiduciary program.
Prior to joining the firm in 1999, Mr. Bagley worked with CMS Companies as an Investment Analyst helping clients to develop and implement wealth management strategies.
He began his career with Deloitte & Touche, LLP as an Auditor, and he developed an in-depth understanding of the complex financial issues facing public and private companies.
He graduated from Penn State University with a B.S.
in Accounting.
He is a CFA charterholder and a member of the CFA Institute.
Mark Bagley active positions
| Companies | Position | Start |
|---|---|---|
Hirtle, Callaghan & Co. LLC
Hirtle, Callaghan & Co. LLC Investment ManagersFinance Hirtle employs a fundamentally based investment process that allocates client capital to asset classes, investment strategies and independent specialist managers in a manner designed to maximize the potential return on capital within specific, client defined, risk tolerances and guidelines. Their fundamentally based investment process allows them to develop globally diversified, risk-managed portfolios that are custom designed to address each client’s specific investment objectives and needs. | Portfolio Manager-Equities | 1999-05-31 |
Former positions of Mark Bagley
| Companies | Position | End |
|---|---|---|
CMS Cos.
CMS Cos. Investment ManagersFinance Alternative investment manager | Corporate Officer/Principal | - |
Deloitte Touche Tohmatsu Services LLC
Deloitte Touche Tohmatsu Services LLC Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Comptroller/Controller/Auditor | - |
Training of Mark Bagley
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
CMS Cos.
CMS Cos. Investment ManagersFinance Alternative investment manager | Finance |
Deloitte Touche Tohmatsu Services LLC
Deloitte Touche Tohmatsu Services LLC Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
The Pennsylvania State University
The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hirtle, Callaghan & Co. LLC
Hirtle, Callaghan & Co. LLC Investment ManagersFinance Hirtle employs a fundamentally based investment process that allocates client capital to asset classes, investment strategies and independent specialist managers in a manner designed to maximize the potential return on capital within specific, client defined, risk tolerances and guidelines. Their fundamentally based investment process allows them to develop globally diversified, risk-managed portfolios that are custom designed to address each client’s specific investment objectives and needs. | Finance |
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