MILL CREEK - CAPITAL ADVISORS, LLC
on money management
Mill Creek Capital Advisors Team Profiles
Richard W. Stevens, Esq.
Rich serves as CEO of Mill Creek Capital Advisors, LLC, and is a Principal of the firm. Rich also serves on the firm’s Investment Committee. Before co-founding MCCA, Rich was a Principal at Hirtle, Callaghan & Co., representing the firm in the Mid-Atlantic region. He also was a member of the Investment Policy Committee which governed the firm’s asset allocation recommendations and manager selection. Previously, Rich was a Principal at the Vanguard Group responsible for all aspects of the High Net-Worth Services Division. Rich also spent a number of years as the Managing Partner of the Southeast Region for the Personal Financial Services group within Price Waterhouse, LLP. Rich served as an Executive Committee member of the Certified Financial Planner Board of Governors. Rich received a B.A. in Economics from Lafayette College, a J.D. from the Rutgers University School of Law, and an L.L.M. from the Villanova School of Law.
Joshua S. Gross
Josh serves as President of Mill Creek Capital Advisors, LLC, and is a Principal of the firm. Josh also serves on the firm’s Investment Committee. Prior to co-founding MCCA, Josh was a Principal at Hirtle, Callaghan & Co., representing the firm for eight years in the Mid-Atlantic region. Josh also was a member of the Investment Policy Committee, which governed the firm’s asset allocation recommendations and manager selection. Previously, Josh worked at Quantex Microsystems, and he served active duty in the United States Navy aboard the carrier U.S.S. America (CV-66). Josh earned a B.A. from Rutgers University and an M.B.A. from The Pennsylvania State University. Josh previously served on the board of Boston Conferencing, now known as Peach New Media (Marshfield Hills, MA). Josh currently serves on the Board of Overseers of Albert Einstein Healthcare Network (Philadelphia, PA), a 1,200 bed network with over 7.000 employees. Josh also currently serves as Vice President of the Board of Directors of the Hillside School (Marlborough, MA), chairing the Investment Committee and as a member of Hillside School’s Executive Committee.
Thomas M. Chapin, CFA
Tom serves as the Chief Investment Officer at Mill Creek Capital Advisors, LLC, and is a Principal of the firm. Tom chairs the firm’s Investment Committee. Before joining MCCA, Tom was with The Vanguard Group, where he held a number of senior positions over a 21 year career. At Vanguard, Tom’s most recent responsibilities included oversight of firm-wide investment risks and on-going reviews of external sub-advisors and their investment compliance programs. Previously, Tom ran Vanguard’s $10 billion Stable Value Fixed Income Group and managed several of that unit’s institutional commingled and separate account products. Tom led a unit that provided asset allocation services and advice to endowments and foundations. Tom joined Vanguard as assistant to the founder and then Chairman John C. Bogle. Tom graduated from Dartmouth College and earned his MBA from that institution’s Amos Tuck School, where he was a Tuck Scholar. In addition to his work-related investment duties, Tom is currently a Trustee and manages the investments for the Bennett Foundation. Tom is a Chartered Financial Analyst Charterholder.
Richard M. Lunsford, Jr., CFP®
Rich serves as Chief Operating Officer of Mill Creek Capital Advisors, LLC, and is a Principal of the firm. Prior to joining MCCA, Rich was an Investment Officer with Hirtle, Callaghan & Co. working with family, foundation, pension, and endowment client relationships in the Mid-Atlantic region. Previously, Rich was employed at The Vanguard Group developing asset allocation software in the High Net-Worth Division. He earned a B.S. from The University of Delaware and holds the designation as a Certified Financial Planner®. Rich currently serves on the Board of Trustees for the Ron Miles Memorial Fund (Blue Bell, PA).
David J. Logan, CFA
David serves as an Investment Officer at Mill Creek Capital Advisors, LLC, and is a Principal of the firm. David also serves on the firm’s Investment Committee. Before joining MCCA, David managed the Select Desk at Hirtle, Callaghan and Co. supervising strategic relationships. Previously, David worked as a client relationship manager for Rittenhouse Financial Services, serving the firm’s high networth clients in the Southeast Region. In addition, as an analyst with Rittenhouse Financial Services, David covered the Health Care Sector for the firm’s Large Cap Growth Equity portfolio, reporting to the firm’s Chief Investment Officer. David is a graduate of Villanova University and is a Chartered Financial Analyst Charterholder. David currently serves as an advisor to the Board of Trustees of Rosemont College (Rosemont, PA).
Michael H. Jordan
Michael serves as an Investment Officer of Mill Creek Capital Advisors, LLC, and is a Principal of the firm. Prior to MCCA, Michael was at Morgan Stanley for 14 years, and served as a First Vice President. Michael advised family, foundation, pension and endowment clients in the Northeast and on the West Coast. He earned a B.A. from The University of Vermont. Michael currently serves on the Board of Trustees and Investment Committees for the Claniel Foundation (Plymouth Meeting, PA), Natural Lands Trust (Media, PA), and Germantown Academy (Fort Washington, PA).
Kevin J. Keating, CFA
Kevin serves as an Investment Officer at Mill Creek Capital Advisors, LLC and is a Principal of the firm. Prior to joining MCCA, Kevin was a Vice President at Goldman Sachs Group, Inc., where he gained over eight years of experience in financial services industry. In his most recent role, Kevin worked with banks and pension funds to help them manage investment risk in corporate credit and loans. Previously, Kevin worked in the Investment Strategy Group, where he was responsible with providing tactical and strategic Asset Allocation and Investment Strategy for high net-worth individuals and families. Kevin earned a B.A from Georgetown University and is an alumnus of The Haverford School. Kevin is a member of the CFA Society of Philadelphia and is a Chartered Financial Analyst Charterholder.
J. Andrew Daly, CFA
Andrew serves as a Managing Director of Alternative Investments at Mill Creek Capital Advisors, LLC, and is a Principal of the firm. Andrew also serves on the firm’s Investment Committee. Before joining MCCA, Andrew was employed by Radcliffe Group, a $550 million multi-strategy hedge fund, where he served as Vice President of Business Development. Previously, Andrew was at Hirtle, Callaghan & Co., where he oversaw the hedge fund investment program. His responsibilities there included allocating capital to hedge fund strategies and managers, selecting and monitoring managers and the operational aspects of the funds. During his tenure, the hedge fund program grew from $10 million to $650 million in assets. Prior to Hirtle Callaghan, Andrew served as Product Manager of Alternative Investments at InvestorForce, Inc. Andrew is a Grove City College graduate and a Chartered Financial Analyst Charterholder.
H. Allen Hall, Jr., CFA
Allen serves as a Managing Director of Alternative Investments at Mill Creek Capital Advisors, LLC. Allen has over 20 years of alternative asset management experience including trading, portfolio management, manager research and investor relations. From 1999-2007, Allen was on the manager research team at Lighthouse Investment Partners, a $6+ billion hedge fund of funds group. He began his investment career in 1989, as a futures and foreign exchange trader at Monroe Trout’s firm Trout Trading Management Co. Ltd. While at Trout he was based in New Canaan, CT, Chicago and Hamilton, Bermuda. After leaving Trout Trading in 1997, Allen moved to Philadelphia and established Delancey Capital Advisors, a proprietary trading business. He currently serves as the Chairman of the Investment Committee of St. Peter’s Church in Philadelphia. Allen graduated with a degree in Economics from The College of William and Mary. He is member of the CFA Society of Philadelphia and is a Chartered Financial Analyst Charterholder.
Walter C. Harris
Walter serves as an Investment Officer at Mill Creek Capital Advisors, LLC, and is a Principal of the firm. Before MCCA, he was a Vice President with Quanta Capital Holdings. Prior to that, Walter served as an Investment Officer with Hirtle, Callaghan & Co. working with family, foundation, pension, and endowment client relationships. Immediately prior to that, he was President and CFO for a real estate development company. After graduating from the University of North Carolina at Chapel Hill with a BA and an MBA, Walter worked in product management with Rubbermaid and MeadWestvaco. Walter serves on the Investment Committee of St. Paul’s Episcopal Church, and the Corporate Committee of The Cleveland Zoological Society.
Paul J. Ciccarelli
Paul is the Manager of Operations at Mill Creek Capital Advisors, LLC and has more than 16 years’ experience in the financial services industry. Prior to joining Mill Creek Capital, Paul was assistant operations manager at Hirtle Callaghan and also served as Senior Trust Officer at Wilmington Trust for 12 years. Paul earned a BS and an MBA from Widener University.
Joan L. Straus
Joan is a Vice President and is the head of Compliance at Mill Creek Capital Advisors, LLC. Before joining MCCA, Joan was a Senior Manager at The Vanguard Group where she spent 12 years as a Project Manager and Market Analyst for the High Net Worth Division. Prior to that, Joan was a Vice President for 20 years at major New York City Banks where she was a Product Manager and Consultant for Fortune 500 companies. Joan is a graduate of the University of Pennsylvania.
Deborah Baechtle
Deborah serves as Office Manager of Mill Creek Capital Advisors, LLC. She has over 20 years’ experience as a business manager including six years in the financial services industry. Previously, Deborah was an Executive Assistant at Gartmore Global Investments where she supported the President/CEO and the Chief Financial Officer/Chief Operating Officer of Gartmore Emerging Managers, LLC. For seventeen years prior to that, she owned and operated a business that provided outsourced office services to executives, physicians, attorneys and consultants. Deborah earned a B.S. in Education from West Chester University.