Erica Evans was named head of client engagement at Hirtle Callaghan, said spokesman Davis MacMillan.
The position is new. Ms. Evans will work closely with Hirtle Callaghan's investment officers to to ensure that clients have the optimal experience with the firm. She will report to CEO Ranji Nagaswami.
Ms. Evans was the head of sales strategy and institutional partnerships at Hartford Funds. A Hartford Funds spokeswoman could not be immediately reached for comment on a replacement.
Hirtle Callaghan is an outsourced CIO firm with more than $20 billion in assets under supervision.
