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Nick Fazzie

Director Institutional Portfolio Management at Hirtle, Callaghan & Co.

Nick Fazzie, CFA, is the Director of Institutional Portfolio Management at Hirtle, Callaghan & Co., a position he has held since May 2019.1 With over 20 years of experience in the investment services industry, Fazzie leads a team of portfolio managers providing customized investment solutions to nonprofit organizations across the country.1

Fazzie's career at Hirtle, Callaghan & Co. spans nearly two decades, during which he has held various positions:

  • Director Institutional Portfolio Management (May 2019 - Present)
  • Portfolio Manager (January 2016 - April 2019)
  • Institutional Client Development (January 2011 - December 2015)
  • Senior Analyst (January 2009 - December 2010)
  • Analyst (January 2007 - December 2008)
  • Operations Associate (January 2005 - December 2006)1

His core competencies include outsourced chief investment officer (OCIO) services, portfolio construction and management, client development and retention, and performance attribution and monitoring.1

Fazzie holds a BS in Accounting and an MBA in Finance from the University of Delaware.1 He obtained his Chartered Financial Analyst (CFA) certification in August 2009.1 Prior to his current role, he briefly worked as an Adjunct Economics Professor at Burlington County Community College and as an Operations Associate at Aberdeen Asset Management.1

Highlights

Talent – Hirtle Callaghan
Oct 23 · swifoundation.org
[PDF] Agenda - I. Why an Outsourced CIO? II. Hirtle Callaghan Introduction ...

Related Questions

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How does Nick Fazzie's team at Hirtle, Callaghan & Co. customize investment solutions for clients?
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Nick Fazzie
Nick Fazzie, photo 1
Nick Fazzie, photo 2
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Location

Greater Philadelphia