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Derek Ethan Jordan

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., LLCDec 2025 to now
  2. Hirtle, Callaghan & Co., LLCDec 2025 to now
  3. Bryn Mawr Trust AdvisorsJun 2024 to Nov 2025
  4. Bryn Mawr Trust AdvisorsJan 2024 to May 2024
  5. Bryn Mawr Trust AdvisorsJun 2023 to Aug 2023
  6. Legacy Youth Tennis & EducationJun 2021 to Aug 2021
  7. The College of New JerseyAug 2020 to May 2024
  8. Hecht Tennis CenterJun 2018 to Aug 2022
  9. School District of PhiladelphiaFeb 2015 to Jun 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

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
7944408
Firm CRD
105403
Advisor's SEC record (opens in a new tab)
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