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Denise Ellen McClain

Hirtle, Callaghan & CO., LLC

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About Denise Ellen McClain

Denise McClain is an investment advisor representative associated with Hirtle, Callaghan & Co., LLC. Denise McClain has been in the securities industry for over 14 years, most recently serving as a financial advisor for Wells Fargo, prior to joining Hirtle, Callaghan & Co., LLC in 2021. Denise McClain is registered in Arizona and Pennsylvania and holds the Series 65 and Series 3 licenses. Denise McClain primarily provides portfolio management services to individuals, investment companies and pooled investment vehicles. Denise McClain specializes in investment advisory services, providing financial planning, portfolio management and selection of other advisors.

Firm Information

Denise McClain 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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Denise McClain’s Registration & Firm History

AZ

09/01/2021 - Present

Hirtle, Callaghan & CO., LLC (Scottsdale AZ)

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Licenses & Designations

IA

Issued 09/01/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/16/2022

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Denise Ellen McClain.
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