Nick Fazzie

Nick Fazzie is a seasoned professional with over 15 years of experience in the financial services industry, specializing in managing complex institutional client portfolios including endowments, foundations, pension plans, and insurance portfolios.

His expertise lies in helping organizations and high net worth individuals effectively manage their long-term investment portfolios, having previously worked in various roles from back office operations to settling and clearing trades for a large fixed income manager.

Nick's key specialties include Outsourced CIO (OCIO) experience, sales, client development, business development, building and maintaining client relationships, portfolio construction and management, client service, account reconciliation, asset allocation decisions, performance attribution, portfolio monitoring and rebalancing, as well as interacting with traditional and alternative money management firms.

His educational background includes an MBA in Finance, a BS in Accounting, and a CFA Charter from the CFA Institute.

Having worked at Hirtle, Callaghan & Co. in various capacities such as Director Institutional Portfolio Management, Portfolio Manager, Institutional Client Development, Senior Analyst, Analyst, and Operations Associate, Nick has gained a wealth of experience and expertise in the financial services sector.

In addition to his roles at Hirtle, Callaghan & Co., Nick Fazzie also served as an Adjunct Economics Professor at Burlington County Community College and held positions at Aberdeen Asset Management.

Nick's extensive experience and diverse skill set make him a valuable asset in the financial services industry, with a strong foundation in investment management, client relations, and business development.