Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Gioffre is an Investment Advisor Representative at Hirtle, Callaghan & CO., LLC. Erica has been in the industry since 2008. Erica is a registered Investment Advisor in Pennsylvania. Erica previously worked at Hartford Funds Distributors, LLC, HIMCO Distribution Services Company, ING Investments Distributor, LLC and ING Investment Management Services LLC. Erica is also a member of the Investment Committee and Finance Committee of Girls Scouts of CT and an Advisory Board Member of Damon Runyon Cancer Foundation.
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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2
PA
04/20/2018 - Present
Hirtle, Callaghan & CO., LLC (WEST CONSHOHOCKEN PA)
PA
06/29/2016 - 07/20/2017
HARTFORD FUNDS DISTRIBUTORS, LLC (Wayne PA)
CT
11/06/2012 - 05/31/2016
HIMCO DISTRIBUTION SERVICES COMPANY (HARTFORD CT)
NY
08/16/2010 - 07/27/2012
ING INVESTMENTS DISTRIBUTOR, LLC (NEW YORK NY)
NY
12/17/2008 - 08/16/2010
ING INVESTMENT MANAGEMENT SERVICES LLC (NEW YORK NY)
IA
Issued 04/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2009
Series 24 - General Securities Principal Examination
BC
Issued 07/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2013
Series 3 - National Commodity Futures Examination
BC
Issued 12/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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