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Erin Michelle Byrd

Investment adviser representative at Hirtle & Co., LLC
11 yearsExperience
1 stateRegistered in
$25.4BFirm assets
38 yearsFirm in business

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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

11 years in the industry.

  1. Hirtle & Co., LLCJun 2025 to now
  2. Hirtle, Callaghan & Co., LLCMar 2025 to now
  3. Goldman SachsJun 2023 to Feb 2025
  4. Goldman SachsJun 2022 to Aug 2022
  5. West Chester University Off Campus HousingJul 2021 to Sep 2021
  6. ChubbJun 2021 to Aug 2021
  7. Wake Forest UniversityAug 2019 to May 2023
  8. Boyar's MarketJun 2019 to May 2021
  9. Katie G's Sweet SpotJun 2017 to Aug 2018
  10. Academy of Notre Dame De NamurSep 2015 to Jun 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2025

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
7582967
Firm CRD
105403
Advisor's SEC record (opens in a new tab)
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