Hirtle Callaghan Investment Leadership Award Recipients

The investment press pays too little attention to the best of our industry.  For eleven years, Hirtle Callaghan, through our annual Investment Leadership Award, has celebrated the unsung heroes of our profession.  These are true investment professionals who, through talent and dedication, have made a real positive difference (over a substantial career) for the clients they serve as well as the profession to which they belong. 

 

  • Robert E. Angelica, CFA Robert E. Angelica, CFA

    Robert E. Angelica has served on a number of public and private company, mutual fund, and nonprofit boards of directors.

    Hirtle Callaghan

    Hirtle Callaghan and Co., LLC.

  • Theodore Aronson Theodore Aronson

    In 1984, Theodore R. Aronson (MBA, BS, Wharton), 60, founded AJO (formerly Aronson+Partners and Aronson+Fogler), an institutional investment manager with $20 billion under management.

    Hirtle Callaghan

    Hirtle Callaghan and Co., LLC.

  • Edward J. Bassett, CFA Edward J. Bassett, CFA

    Mr. Bassett is a chartered Financial Analyst. Edward J. Bassett retired from Dupont Capital Management as Chairman and Chief Investment Officer on September 30, 2003

    Hirtle Callaghan

    Hirtle Callaghan and Co., LLC.

  • David G. Booth David G. Booth

    David G. Booth was a founder of Dimensional Fund Advisors in 1981 and is Chairman and Co-CEO. The University of Chicago Booth School of Business was named in honor of David, where he also serves as a lifetime member of the school's business advisory council.

    Hirtle Callaghan

    Hirtle Callaghan and Co., LLC.

  • John Y. Campbell, Ph.D. John Y. Campbell, Ph.D.

    John Y. Campbell is the Morton L. and Carole S. Olshan Professor of Economics at Harvard University.

    Hirtle Callaghan

    Hirtle Callaghan and Co., LLC.

  • Charles D. Ellis Charles D. Ellis

    Charles D. Ellis serves as a consultant on investing to large institutional investors, government organizations, and wealthy families, as a director of the Vanguard group of mutual funds and several business ventures

    Hirtle Callaghan

    Hirtle Callaghan and Co., LLC.

  • Steven C. Leuthold Steven C. Leuthold

    Steve Leuthold is the Founder of The Leuthold Group, an investment management and institutional research firm. He also serves as a Director of the Leuthold Funds Board of Directors.

    Hirtle Callaghan

    Hirtle Callaghan and Co., LLC.

  • Howard Marks Howard Marks

    Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy, communicating closely with clients concerning products and strategies, and managing the firm.

    Hirtle Callaghan

    Hirtle Callaghan and Co., LLC.

  • Arthur D. Miltenberger Arthur D. Miltenberger

    Mr. Miltenberger retired in 2003 having served as an Investment Advisor to the Richard K. Mellon Family of Pittsburgh for thirty five years. During that time he functioned as Chief Investment Officer for over twenty years.

    Hirtle Callaghan

    Hirtle Callaghan and Co., LLC.

  • Gloria D. Reeg Gloria D. Reeg

    Gloria Reeg retired in 2016 as the Chief Investment Officer for NewYork-Presbyterian Hospital after a career spanning 34 years as an investment professional.

    Hirtle Callaghan

    Hirtle Callaghan and Co., LLC.

  • Laurence B. Siegel Laurence B. Siegel

    Laurence B. Siegel is the Gary P. Brinson Director of Research at the Research Foundation of CFA Institute, and also works as an independent consultant, writer, and speaker.

    Hirtle Callaghan

    Hirtle Callaghan and Co., LLC.

  • William T. Spitz William T. Spitz

    William T. Spitz is a Director and Principal of Diversified Trust Company. He is also Vice Chancellor for Investments Emeritus of Vanderbilt University.

    Hirtle Callaghan

    Hirtle Callaghan and Co., LLC.

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