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Paul Joseph Staab

Investment adviser representative at Hirtle & Co., LLC
14 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

14 years in the industry.

  1. Hirtle & Co., LLCDec 2018 to now
  2. Hirtle Callaghan & Co. LLCDec 2018 to now
  3. Catholic Health InitiativesJul 2012 to Nov 2018

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (CO, 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
7053906
Firm CRD
105403
Advisor's SEC record (opens in a new tab)
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