Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan McEvoy is a registered Investment Advisor Representative with Hirtle, Callaghan & CO., LLC. Susan is licensed in Pennsylvania and has been in the industry since 2005. She is a Series 65 and Series 3 licensed professional and has expertise in a wide range of investment strategies.
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
04/18/2007 - Present
Hirtle, Callaghan & CO., LLC (WEST CONSHOHOCKEN PA)
IA
Issued 04/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2013
Series 3 - National Commodity Futures Examination
Active
Inactive
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