Mill Creek Capital Advisors, LLC
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
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
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
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
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
Mill Creek Capital Advisors, LLC March 2012 - Present
SEI Investments January 2008 - March 2012
Education
Drexel University
B.S., Finance
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
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
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
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
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
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
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
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
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
Mill Creek Capital Advisors, LLC February 2009 - Present
The Vanguard Group September 1998 - May 2008
Education
University of Pennsylvania 1972 — 1976
BS