OCIO Specialist Hirtle Callaghan Names Morris To Senior Client Engagement Post

Jan 2 2018 | 3:14pm ET

OCIO specialist Hirtle Callaghan has named asset management industry veteran and former SEI Investments executive Jim Morris as senior client engagement director. 

In his new role, Morris will work closely with the company’s head of client engagement, Erica Evans, and management to implement its Western Region strategy, according to a statement.

Prior to joining Hirtle Callaghan, Morris spent more than thirty years at SEI Investments, serving as senior vice president in both the SEI Institutional Asset Management Group and SEI’s Private Bank unit. In the Institutional Asset Management Group, he led the development and marketing of the firm's advice-based fiduciary management solution for endowments, foundations, health-care investment pools, and pension funds. He was one of the principal architects of SEI's manager-of-manager program and managed the sales team, the relationship management team, and the global solutions team.

In SEI's Private Bank unit, Morris led the firm's Canada Advisor Unit, and he later headed the development of strategic partners for the firm's Global Wealth Platform. He began his career at Arthur Andersen & Co. and is a CPA, the statement added.

Founded in 1988 and based in Philadelphia, Hirtle Callaghan is widely considered to have pioneered the outsourced chief investment officer model, a service offering designed to provide conflict-free CIO and investment department skills to family offices and institutions that did not want to manage and pay for internal staff.

As an organization of CIOs, the company sells no products, instead pooling purchasing power and aggregate expertise to design and manage custom-designed investment programs for family and institutional investors. The company supervises more than $20 billion of family, endowment, foundation, healthcare, and pension assets in 46 states.

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