Mill Creek Capital Advisors, LLC

Description

Address: Eight Tower Bridge, 161 Washington St #1500, Conshohocken, PA 19428 Phone: (610) 941-7700: Place name: Hours: Category: Website: : : : : : Website: https://www.millcreekcap.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Mill Creek Capital Advisors, LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Mill Creek Capital Advisors, LLC Employees

Employee
Years
Job
Industry
Rich Lunsford Rich Lunsford Greater Philadelphia Area Details
Rich Lunsford's Mill Creek Capital Advisors, LLC Experience October 2006 - Present
Job Chief Operating Officer at Mill Creek Capital Advisors, LLC
Industry Investment Management
Experience
Mill Creek Capital Advisors, LLC   October 2006 - Present
Hirtle, Callaghan & Co.   December 2005 - August 2006
Hirtle, Callaghan & Co.   March 2002 - December 2005
Vanguard  August 1999 - March 2002

Skills
Fixed Income, Asset Allocation, Series 7, Securities, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Financial Modeling, Investments, Fund Of Funds, Insurance, Contract Negotiation, Equities, Due Diligence, Investment Strategies, Financial Services, Risk Management, Business Development, Management, Series 63, Financial Analysis, Hedge Funds, Relationship Management, Portfolio Management, Wealth Management, Derivatives, Investment Advisory, Investment Management, Private Equity, Strategic Planning, Trading, Strategy, Vendor Management, New Business Development, Mutual Funds, Financial Markets, Valuation

Education
University of Delaware   1995 — 1999
BS, Business Administration

University of Delaware - Lerner College of Business and Economics   1995 — 1999
Bachelor of Science (B.S.), Business Administration

Matthew Stine Matthew Stine San Francisco, California Details
Matthew Stine's Mill Creek Capital Advisors, LLC Experience 2007 - 2008
Job Corporate Development Associate at Splunk
Industry Computer Software
Experience
Splunk  May 2015 - Present
Pomona Capital  July 2013 - May 2015
J.P. Morgan   June 2011 - June 2013
Pegasus Capital Advisors  June 2010 - August 2010
Cord Blood Registry  May 2009 - August 2009
Mill Creek Capital Advisors, LLC   2007 - 2008
SMART Business Advisory and Consulting  May 2004 - May 2007

Skills
Banking, Financial Modeling, Training, Valuation, Private Equity, Investment Banking, Finance

Education
University of Pennsylvania - The Wharton School   2007 — 2011
B.S. in Economics, Concentations in Finance, Operations and Information Management

Rotterdam School of Management, Erasmus University   2009 — 2009
Semester Abroad, Operations, Finance

Upper Dublin High School   2003 — 2007

Joshua Gross Joshua Gross Greater Philadelphia Area Details
Joshua Gross's Mill Creek Capital Advisors, LLC Experience September 2006 - Present
Job President / Principal at Mill Creek Capital Advisors, LLC
Industry Investment Management
Experience
Mill Creek Capital Advisors, LLC   September 2006 - Present
Hirtle, Callaghan & Co.   July 1998 - September 2006
Quantex Microsystems  April 1991 - August 1996
United States Navy  July 1987 - July 1991

Skills
Alternative Investments, Investments

Education
Penn State University   1996 — 1998
MBA, Finance & Real Estate

Rutgers, The State University of New Jersey-New Brunswick   1990 — 1994
B.A., Economics & Philosophy

The Westtown School   1986 — 1988

The Hun School of Princeton   1984 — 1988

The Hillside School   1982 — 1984

Kutztown University of Pennsylvania

Princeton Jewish Center Hebrew School

Katie Thomas, CFP ® Katie Thomas, CFP ® Philadelphia, Pennsylvania Details
Katie Thomas, CFP ®'s Mill Creek Capital Advisors, LLC Experience October 2012 - Present
Job Vice President at Mill Creek Capital Advisors, LLC
Industry Financial Services
Experience
Mill Creek Capital Advisors, LLC   October 2012 - Present
J.P. Morgan Private Bank   November 2011 - October 2012
Convergent Wealth Advisors  July 2008 - November 2011
Bank of America  October 2004 - July 2008

Skills
Alternative Investments, Investments, Loans, Financial Advisory, Banking, Investment Management, Equities, Fixed Income, Asset Allocation, Finance, Series 7, Wealth Management, Portfolio Management, Hedge Funds, Mutual Funds

Education
Penn State University   2000 — 2004
B.S. Accounting

Clearfield Area High School   1996 — 2000

Stan Ra, CFA Stan Ra, CFA Philadelphia, Pennsylvania Details
Stan Ra, CFA's Mill Creek Capital Advisors, LLC Experience March 2012 - Present
Job
Industry Investment Management
Experience
Mill Creek Capital Advisors, LLC   March 2012 - Present
SEI Investments  January 2008 - March 2012

Education
Drexel University
B.S., Finance

Andrew Daly, CFA Andrew Daly, CFA Greater Philadelphia Area Details
Andrew Daly, CFA's Mill Creek Capital Advisors, LLC Experience 2007 - June 2014
Job Institutional Group at SEI
Industry Investment Management
Experience
SEI  July 2014 - Present
Mill Creek Capital Advisors, LLC   2007 - June 2014
Radcliffe Group   January 2006 - December 2006
Hirtle, Callaghan & Co.   January 2002 - December 2005
InvestorForce  January 2000 - December 2001
Vanguard  1998 - 2000

Skills
Alternative Investments, Portfolio Management, Securities, Investments, Due Diligence, Equities, Asset Managment, Series 7, Bloomberg, Valuation, Asset Management, Bonds, Capital Markets, Financial Structuring, Private Equity, Investment Banking, Fixed Income, High Yield, Financial Modeling, Hedge Funds

Education
Grove City College   1994 — 1998
Bachelor of Science (BS), Finance, General, Cum Laude

Conestoga High School   1990 — 1994

Robert Sheahan Robert Sheahan Greater Philadelphia Area Details
Robert Sheahan's Mill Creek Capital Advisors, LLC Experience March 2011 - June 2013
Job Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company  June 2014 - Present
QED Financial Systems  July 2013 - June 2014
Mill Creek Capital Advisors, LLC   March 2011 - June 2013
Market Street Advisors  October 2010 - March 2011
Clearbrook Financial  August 2007 - March 2010
Rorer Asset Management  January 2006 - August 2007
1838 Investment Advisors  March 2000 - June 2005

Skills
Equities, Marketing Strategy, Business Development, Sales, Fixed Income, Investments, Series 7, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Advisory, Securities, Relationship Management, Investment Strategies, Investment Management, Wealth Management, Financial Services

Education
Fordham University   1995 — 1999
Bachelor of Arts (BA), Economics

Plymouth Whitemarsh   1991 — 1995

Tom Chapin Tom Chapin Greater Philadelphia Area Details
Tom Chapin's Mill Creek Capital Advisors, LLC Experience October 2006 - Present
Job Chief Investment Officer, Mill Creek Capital Advisors LLC
Industry Investment Management
Experience
Mill Creek Capital Advisors LLC  October 2006 - Present
The Vanguard Group  1985 - 2006

Skills
Wealth Management, Fixed Income, Alternative Investments, Endowments, Portfolio Management, Equities, Asset Managment, Risk Management, Financial Modeling, Series 7, Financial Analysis, Relationship Management

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1983 — 1985
MBA

Dartmouth College   1976 — 1980
AB, History

Robert M. Asklar Jr., CFP® Robert M. Asklar Jr., CFP® Greater Philadelphia Area Details
Robert M. Asklar Jr., CFP®'s Mill Creek Capital Advisors, LLC Experience April 2015 - Present
Job Investment Analyst at Mill Creek Capital Advisors, LLC
Industry Investment Management
Experience
Mill Creek Capital Advisors, LLC   April 2015 - Present
myCIO Wealth Partners  June 2010 - April 2015
Goldman Sachs  April 2009 - September 2009
BlackRock  April 2008 - September 2008
Susquehanna International Group  April 2007 - September 2007

Skills
Equities, Fixed Income, Securities, Spreadsheets, Client Interfacing..., Economics, Private Wealth..., Financial Analysis, Manage Client..., Wealth Management..., Investments, Portfolio Management, Asset Allocation, Estate Planning

Education
Drexel University - College of Business and Administration   2005 — 2010
Bachelor of Science (B.S.), Finance and Economics

Walter Harris Walter Harris Naples, Florida Details
Walter Harris's Mill Creek Capital Advisors, LLC Experience July 2007 - Present
Job Principal & Investment Officer at Mill Creek Capital Advisors, LLC
Industry Financial Services
Experience
Mill Creek Capital Advisors, LLC   July 2007 - Present
Quanta Capital Holdings   July 2004 - June 2006
Hirtle, Callaghan & Co.   January 2003 - March 2004

Skills
Investments, Alternative Investments, Fixed Income, Financial Advisory, Hedge Funds, Equities, Pensions, Asset Management, Securities, Private Equity, Asset Allocation, Portfolio Management, Finance

Education
University of North Carolina at Chapel Hill
BA Economics & MBA

Kevin Urban Kevin Urban Greater Philadelphia Area Details
Kevin Urban's Mill Creek Capital Advisors, LLC Experience May 2013 - Present
Job Investment Analyst at Mill Creek Capital Advisors, LLC
Industry Financial Services
Experience
Mill Creek Capital Advisors, LLC   May 2013 - Present
State Street  May 2010 - May 2013
Broadlands Financial Group  January 2009 - January 2010
La Salle University  2006 - 2009
SAP  2008 - 2008

Skills
Bloomberg, Securities, Derivatives, Risk Management, Equities, Alternative Investments, Asset Management, Portfolio Management, Asset Allocation, Investments, Fixed Income, Mutual Funds

Education
La Salle University
Bachelor's Degree, Finance

Stephen Waltrich Stephen Waltrich Greater Philadelphia Area Details
Stephen Waltrich's Mill Creek Capital Advisors, LLC Experience August 2015 - Present
Job Senior Vice President of Investment Operations
Industry Financial Services
Experience
Mill Creek Capital Advisors, LLC   August 2015 - Present
SEI  September 2013 - August 2015
Turner Investment Partners  January 2010 - September 2013
Turner Investment Partners  May 2001 - December 2009
Turner Investment Partners  May 1999 - May 2001
The Vanguard Group  November 1997 - March 1999

Skills
Equities, Bloomberg, Investments, Securities, Hedge Funds, Series 7, Mutual Funds, Alternative Investments, Financial Services, Investment Management, Investment Strategies, Settlement, Account Reconciliation, Middle Office, Back Office, Corporate Actions, Emerging Markets, Finance, Bloomberg Terminal, Prime Brokerage, Bonds, Fund Of Funds, Trading

Education
La Salle University - School of Business Administration   1998 — 2001
MBA, Finance

Penn State University   1993 — 1997
BS, Business Logistics

Austin Moench Austin Moench Greater Philadelphia Area Details
Austin Moench's Mill Creek Capital Advisors, LLC Experience March 2007 - June 2007
Job Director at Moench Consultancy Ltd.
Industry Pharmaceuticals
Experience
Moench Consultancy Ltd.   October 2012 - Present
MediciGlobal Inc., Patient Recruitment & Retention   June 2011 - October 2012
Greek Legislation Clinic Symi   May 2009 - May 2012
Symi Visitor   May 2008 - November 2008
Mill Creek Capital Advisors, LLC   March 2007 - June 2007

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Market Research, Data Analysis, Outlook, Teamwork, Analysis, Research, Marketing, Social Media, Customer Service, Project Management, Healthcare, Event Planning, Social Media Marketing, Social Networking

Education
London School of Hygiene and Tropical Medicine, U. of London   2013 — 2014
Master's Degree, Medical Entomology for Disease Control, Pass at Merit

Saint Joseph's University   2007 — 2011
Bachelor's degree, Economics and Pre-Medicine/Pre-Medical Studies, 3.24

Eric Hayes Eric Hayes Greater Philadelphia Area Details
Eric Hayes's Mill Creek Capital Advisors, LLC Experience August 2015 - Present
Job Investment Analyst at Mill Creek Capital Advisors, LLC
Industry Financial Services
Experience
Mill Creek Capital Advisors, LLC   August 2015 - Present
PNC Wealth Management  November 2014 - July 2015
PNC Wealth Management  September 2013 - October 2014
BNY Mellon  January 2013 - September 2013
Hayes Investment Consulting Group   May 2009 - June 2011
Carnegie Mellon Tepper School of Business  May 2008 - August 2008
Deutsche Bank  June 2007 - August 2007

Skills
Investment Management, Investment Strategies, Investment Advisory, Financial Planning, Equity Trading, Equity Valuation, Fixed Income, Fixed Income Portfolio..., Alternative Investments, Financial Analysis, Analysis, Financial Modeling, Equities, Microsoft Excel, Public Speaking, Data Analysis, Investments, Microsoft Office, Portfolio Management

Education
Carnegie Mellon University - Tepper School of Business   2005 — 2009
Bachelor's degree, Business Administration and Management, General

joan straus joan straus United States Details
joan straus's Mill Creek Capital Advisors, LLC Experience February 2009 - Present
Job Chief Compliance Officer at Mill Creek Capital Advisors, LLC
Industry
Experience
Mill Creek Capital Advisors, LLC   February 2009 - Present
The Vanguard Group  September 1998 - May 2008

Education
University of Pennsylvania   1972 — 1976
BS