Catherine Helen Lee
Investment adviser representative at Hirtle & Co., LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Hirtle & Co., LLCDec 2018 to now
- Hirtle CallaghanNov 2018 to now
- Sentina TrustJun 2013 to Oct 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
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
- 7045061
- Firm CRD
- 105403