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Catherine Helen Lee

Hirtle, Callaghan & CO., LLC

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About Catherine Helen Lee

Catherine Lee is a financial advisor with Hirtle, Callaghan & Co., LLC in West Conshohocken, Pennsylvania. Catherine is registered with FINRA (Series 3 & 30) and a Chartered Financial Analyst. Catherine specializes in investment management for individuals, pooled investment vehicles, investment companies, and businesses. Catherine has over 8 years of experience in the financial services industry.

Firm Information

Catherine Lee is currently registered with Hirtle, Callaghan & CO., LLC. Hirtle, Callaghan & CO., LLC is an investment advisor based in WEST CONSHOHOCKEN, PA with approximately $19.23 billion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisors. Their client base includes high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and insurance companies. The firm has been in business since 1988.
Hirtle, Callaghan & CO., LLC

300 BARR HARBOR DRIVE

WEST CONSHOHOCKEN, PA 19428-2998

$19.23B

Assets Under Management

Not reported

Total Clients

43

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Catherine Lee’s Registration & Firm History

PA

12/12/2018 - Present

Hirtle, Callaghan & CO., LLC (WEST CONSHOHOCKEN PA)

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Licenses & Designations

BC

Issued 01/25/2021

Series 30 - NFA Branch Manager Examination

BC

Issued 07/28/2019

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Catherine Helen Lee.
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