Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Valerio is a financial advisor at Hirtle, Callaghan & Co., LLC. Christopher is a Chartered Financial Analyst and has been in the industry since 1993. Christopher is a registered Investment Advisor in Pennsylvania. Christopher previously worked at VANGUARD MARKETING CORPORATION. The firm serves a diverse clientele including high-net-worth individuals, corporations, insurance companies, investment companies, and pooled investment vehicles. Christopher's practice focuses on portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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PA
03/04/2004 - Present
Hirtle, Callaghan & CO., LLC (WEST CONSHOHOCKEN PA)
PA
03/15/1993 - 08/06/1996
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 07/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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