Colette is a Director and leads Investment and Custody Operations. She is responsible for coordinating all accounting, operational and administrative functions for our traditional and alternative asset programs. Colette also works to establish and manage all custody relationships for all families and institutions. Prior to joining Hirtle Callaghan nearly 15 years ago, Colette spent over thirteen years at SEI Investments serving various roles in both alternative investments and mutual fund accounting. Prior to her departure, Colette was an Operations Director in the Alternative Investment Fund Services Division, responsible for the coordination and delivery of hedge fund services to client
Colette Bergman
Director and Vice President Fund Administration
Hirtle Callaghan
United States, Pennsylvania, Conshohocken
About Me
Profile Information
Director and Vice President Fund Administration
Hirtle Callaghan
Operations Team
Investor
Outsourced CIO
Conshohocken
Pennsylvania
United States
Jun 8, 2025
Keylinks
More profiles to browse
CV
Chris Valerio
Director and Investment Officer
BH
Bill Hagan
Managing Director and Senior Portfolio Manager
Nick Fazzie
Director Institutional Portfolio Management
Akhil Jain
Managing Director and the Head of Asset Allocation and Investment Strategy
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth