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Richard F Fonash

Investment adviser representative at Hirtle & Co., LLC
1 yearExperience
1 stateRegistered in
CFADesignation
$25.4BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

1 year in the industry.

  1. Hirtle & Co., LLCJan 2018 to now
  2. Hirtle Callaghan & Co. LLCDec 2017 to now
  3. Hornor Townsend & Kent IncJul 2017 to Dec 2017
  4. Penn Mutual Life InsuranceJul 2017 to Dec 2017
  5. Self-employedJul 2016 to Jul 2017

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (PA).

Hirtle & Co., LLC

$25.4BAssets managed
1,791Clients
38Advisers
38 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4705848
Firm CRD
105403
Advisor's SEC record (opens in a new tab)
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