Josh serves as Chief Executive Officer of Mill Creek Capital Advisors, LLC. Josh is a Principal and serves on the firm’s Investment Committee.

Five times before becoming CEO, Josh was honored in Barron’s Magazine as a Top 1200 Financial Advisor ranking,¹ which honors the top 1% of investment advisors nationwide. Additionally, Josh has been honored as one of America’s Top 100 Independent Financial Advisors seven times by Barron’s Magazine.¹

Prior to co-founding MCCA in 2006, from 1998-2006 Josh was a Principal at Hirtle, Callaghan & Co. Previously, Josh worked at Quantex Microsystems and served active duty in the United States Navy including being stationed aboard the carrier U.S.S. America (CV-66).

Josh earned a B.A. from Rutgers University and an MBA from The Pennsylvania State University.

Josh serves on several philanthropic boards in leadership roles including The Hillside School (Marlborough, MA), Einstein Healthcare Network & Jefferson Healthcare (Philadelphia, PA), Jewish Federation of Greater Philadelphia (Philadelphia, PA), The Philadelphia Orchestra (Philadelphia, PA),  Westtown School (Westtown, PA), Scarlet Knights Wrestling Club & Foundation (New Brunswick, NJ).  Josh is an active member of Young Presidents’ Organization (YPO) and Chief Executives Organization (CEO).

¹ Read our use of rankings and/or awards policy here.

Rich serves as President and Chief Financial Officer of Mill Creek Capital Advisors, LLC and is a Principal of the firm. Prior to joining Mill Creek, Rich was an Investment Officer with Hirtle, Callaghan & Co., where he worked with family, foundation, pension and endowment client relationships in the Mid-Atlantic region. Rich was previously employed at The Vanguard Group developing asset allocation software in the High Net-Worth Division. Rich is a member of the Philadelphia Estate Planning Council. He currently serves as a Trustee for the Ron Miles Memorial Fund and is on the Board of Directors for the Whitpain Recreation Association in Blue Bell, PA. He earned a B.S. from The University of Delaware and was honored in 2018 by the University’s Horn Entrepreneurial initiative with the Blue Hen 17&43 Award, presented to University of Delaware leaders of fastest growing companies. Rich also holds the designation as a Certified Financial Planner™.

Michael serves as Chief Investment Officer of Mill Creek Capital Advisors, LLC and is a Principal of the firm. In his role, Michael leads the firm’s Investment Strategy and Communications business units. He is responsible for managing the investment team, overseeing manager due diligence, and asset allocation decisions.

Prior to joining Mill Creek, Michael was a Managing Director at UBS, where he headed the Investment Strategy team and was responsible for providing asset allocation and market advice to the firm’s clients.

Before joining UBS, he worked in various investments roles at Lehman Brothers and Barclays and as a research fellow at the American Institute for Economic Research. Michael is a frequent commentator and invited speaker in TV and print financial media, including Bloomberg, CNBC, the Wall Street Journal, Reuters, Barron’s, and Business Insider. He has also served as an adjunct professor of economics and actively publishes his research in peer-reviewed journals, including the Journal of Wealth Management, the Journal of Investing, and the Journal of Index Investing.

Michael graduated from the University of Georgia, earned a master’s degree in economics at NYU, and holds the Chartered Alternative Investment Analyst (CAIA) designation. He currently volunteers as a mentor for veterans and college students.

Rich serves as Executive Chairman 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.

Tom serves as the Investment Committee Chair at Mill Creek Capital Advisors, LLC and is a Principal of the firm. Tom oversees the firm’s Investment Committee. Before joining MCCA at its founding in 2006, Tom was with The Vanguard Group, where he held several senior positions over a 21-year career. He joined Vanguard as assistant to 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. Tom is a Trustee of and manages investments for the Bennett Family Foundation, is on the Board of Directors and Treasurer of the Public Interest Law Center of Philadelphia, and is on the Board of Trustees of the Nationalities Service Center. Tom holds the designation of Chartered Financial Analyst™.

Pat serves as an Investment Officer at Mill Creek Capital Advisors, LLC and is a Principal of the firm. He advises clients on investment policy, develops and implements investment and financial planning recommendations, and works closely with his clients’ other advisors to ensure their goals are met in a comprehensive and integrated manner. Prior to joining MCCA, Pat was the national practice leader for Vanguard’s non-profit business. Previously at Vanguard he led the team responsible for providing wealth management services to Vanguard’s highest-net-worth clients. He has provided investment consulting and analysis for individual and institutional clients for more than 25 years. Before joining Vanguard, Pat was a financial planner for high-net-worth individuals at Price Waterhouse LLP. Pat serves as Chairman of the Board for Children’s Scholarship Fund of Philadelphia and is a board member and Chairman Emeritus for Dunwoody Village, a continuing-care retirement community. Pat is a Certified Financial Planner™, a Certified Public Accountant, and a Chartered Financial Analyst Charterholder. He also holds an MBA from the University of Pennsylvania’s Wharton School of Business, a master’s degree in taxation from Villanova University, and a B.S. in accounting and finance from Saint Joseph’s University.

Walter serves as an Investment Officer at Mill Creek Capital Advisors, LLC and is a Principal of the firm, as well as a Certified Financial Planner™ practitioner. He is responsible for client service, advising clients on investment policy, developing and implementing investment recommendations, evaluating performance, and research. Walter works closely with his clients’ other advisors to ensure their goals are met in a comprehensive and integrated manner. Before he joined MCCA, Walter was a Vice President with Quanta Capital Holdings, and prior to that served as an Investment Officer with Hirtle, Callaghan & Co. working with family, foundation, pension and endowment client relationships. Previously, he was President and CFO for a privately held development company. Walter is a graduate of the University of North Carolina at Chapel Hill with a B.A. in economics and an MBA from UNC’s Kenan-Flagler School of Business. Walter has served on the Board of the Black Swamp Land Conservancy, the Investment Committee of St. Paul’s Church, as a Trustee of Cleveland Zoological Society and as a Board Director of the Naples Zoo. Walter served on the Board of the Community School Foundation and its Investment Committee. Walter most recently served on the Board of Collier Harvest, dedicated to feeding the hungry.

Michael serves as an Investment Officer of Mill Creek Capital Advisors, LLC and is a Principal of the firm. Prior to Mill Creek, Michael served as First Vice President at Morgan Stanley for 14 years. There Michael advised family, foundation, pension and endowment clients in the Northeast and on the West Coast. Michael currently serves on the Board of Trustees for Germantown Academy in Fort Washington, PA. He also serves on the Finance, Audit and Property, Planning and Program Committees for Germantown Academy and has served as Chair of the Board of Trustees for the Claneil Foundation, a family foundation committed to improving the health of families and communities based in Plymouth Meeting, PA. He has also served on the board of Natural Lands Trust, an organization that preserves open space and cares for nature. Michael is an alumnus of The University of Vermont.

Kevin serves as an Investment Officer at Mill Creek Capital Advisors, LLC and is a Principal of the firm. Kevin also serves on the firm’s Investment Committee. 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. He is a member of the CFA Society of Philadelphia and New York and is a Chartered Financial Analyst Charterholder. Kevin serves on the Steering, Finance and Investment Committees for The St. Lukes School in New York City. Kevin earned a B.A from Georgetown University and is an alumnus of The Haverford School.

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 was an Investment Officer 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-net-worth 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 is a past Vice Chair of the Board of Trustees of Rosemont College (Rosemont, PA) and currently serves on the Business Advisory Board of the school of business at Villanova University (Villanova, PA) as well as the Business Advisory Board of Elwyn Inc.

Brian serves as an Investment Officer at Mill Creek Capital Advisors, LLC in the Pittsburgh, PA office and is a Principal of the firm. Prior to joining MCCA, Brian served as Area Vice President/Senior Consultant at Yanni Partners, working with foundation, pension, defined contribution, Taft-Hartley, and endowment client relationships across the country. Previously, he was an Investment Consultant with Buck Consultants and PNC Bank. Brian is a graduate of Bowling Green State University, is a Chartered Financial Analyst Charter holder, and has earned the Accredited Investment Fiduciary designation. Brian has previously served as an Independent Trustee for Stewart Capital Mutual Funds and as a Director for the Lutheran Senior Life Foundation where he also chaired the Investment Committee. He is currently a member of the Board of Trustees and Chairman of the Investment Committee of West Virginia Wesleyan College and serves as a Trustee for the Scottish Rite Valley of Pittsburgh.

Katie is a Principal at Mill Creek Capital Advisors, LLC. She is responsible for client service, advising clients on investment policy, developing and implementing investment recommendations, evaluating performance, and researching issues and project analyses. She also works closely with her clients’ attorneys, accountants and other advisors to help ensure clients achieve their comprehensive wealth and estate planning goals. Prior to joining MCCA, Katie served as Vice President at J.P. Morgan Private Bank advising families, endowments and foundations on their overall investment and planning needs. Previously, Katie was a Senior Investment Advisor to high-net-worth families with Convergent Wealth Advisors in New York, NY. Katie graduated from The Pennsylvania State University with a B.S. in accounting and holds the designation as a Certified Financial Planner™ professional. Katie is a member of the Finance Committee for Habitat for Humanity Philadelphia and she is also a member of the Investment Management Consultants Association (IMCA®).

Stephen is a Principal and the Chief Operating Officer for Mill Creek Capital Advisors, LLC, overseeing the back and middle office operations and information technology. Prior to joining MCCA, Stephen was the Director of Operations for SEI Investments. In this role, he was responsible for the Middle Office Operations in the Investment Manager Services division. In addition, Stephen spent several years as the Director of Institutional Operations at Turner Investments, LP, covering global equity, mutual fund, hedge fund and UCITS products. He started his career with The Vanguard Group in the Fund Administration team. Stephen received a B.S. from The Pennsylvania State University and an MBA in finance from LaSalle University.

Bob serves as Vice President at Mill Creek Capital Advisors, LLC. Prior to joining MCCA, Bob spent five years at myCIO Wealth Partners, LLC providing high-quality financial counseling to senior corporate executives and successful entrepreneurs. Bob utilized a comprehensive approach which links all aspects of the financial plan, including investment, tax, cash flow and estate planning. He was also a member of their investment committee and provided due diligence on various investment managers. Bob is a graduate of Drexel University with a B.S. in finance/economics and holds the designation as a Certified Financial Planner™ professional. Bob currently serves on the Board of Directors for the For Pete’s Sake Cancer Respite Foundation.

Sean serves as an Investment Officer at Mill Creek Capital Advisors, LLC in the Pittsburgh, PA office. Prior to joining MCCA, Sean served as a Senior Consultant at Gallagher Fiduciary Advisors for seventeen years, working with foundation, pension, defined contribution, Taft-Hartley, healthcare and endowment client relationships across the country. He previously worked at Federated Investors. Sean is a graduate of the University of Notre Dame, is a Chartered Financial Analyst Charterholder, and has earned the Accredited Investment Fiduciary designation. Sean also serves on the Planned Giving Advisory Council for the Benedictine Sisters of Pittsburgh.

Meaghan Buly serves as a Client Service Analyst at Mill Creek Capital Advisors, LLC. In her role, Meaghan is responsible for supporting client accounts and business development initiatives.

Before joining Mill Creek, Meaghan worked at Vanguard for five years as a Client Relationship Administrator. In her previous role, Meaghan was responsible for supporting institutional clients with their qualified retirement plans.

Meaghan graduated from West Chester University with a bachelor’s degree in Professional Studies and two minors in mathematics and sociology.

Ryan serves as an Investment Officer at Mill Creek Capital Advisors, LLC. He advises clients on investment policy, develops and implements investment and financial planning recommendations, and works closely with his clients’ other advisors to ensure their goals are met in a comprehensive and integrated manner. Prior to joining MCCA, Ryan served as an Investment Analyst at Threshold Group, responsible for conducting manager research and evaluating investment opportunities for client portfolios. He has previously held positions at Convergent Wealth Advisors and Goldman Sachs. Ryan is a graduate of Bucknell University with a B.S. in business administration and earned his MBA from the Kelley School of Business at Indiana University. He is a Chartered Financial Analyst Charterholder, a member of the CFA Society of Philadelphia and a CFP® professional.

Annie serves as Vice President at Mill Creek Capital Advisors, LLC. In her role, Annie contributes her robust experience in portfolio management, financial and estate planning to help high net worth families and institutions make informed financial decisions.

Annie is especially passionate about assisting clients reach their long-term financial goals and educating multi-generational families in financial literacy. Prior to Mill Creek, Annie worked at Vanguard, where she managed institutional retirement plan relationships and a personal client base of high-net-worth families.

Annie holds a Bachelor of Science degree in Finance and Accounting from West Chester University, and she is a Certified Financial Planner™ professional. Additionally, she serves on the Business Program Advisory Board at Harcum College.

Zachary Fischer serves as a Client Service Analyst at Mill Creek Advisors, LLC. In his role, Zach is responsible for supporting client accounts and business development initiatives.

Prior to joining Mill Creek, Zach spent two years at Permit Capital Advisors, LLC as a Client Service Associate where he provided direct support to high-net-worth individuals, families, foundations, and endowments. He also performed back-office functions like portfolio analysis and reporting.

Zach graduated from Temple University with a bachelor’s degree in finance and holds the designation of Certified Financial Planner™.

Adam serves as an Investment Officer at Mill Creek Capital Advisors, LLC. He advises clients on investment policy, develops and implements investment and financial planning recommendations, and works closely with his clients’ accountants, attorneys, and other advisors to help clients achieve their comprehensive wealth and estate planning goals.

Prior to joining MCCA, Adam spent two years as a private equity analyst at Graham Partners, where he was responsible for evaluating investment opportunities and providing ongoing support for Graham Partners’ portfolio companies. Previously, Adam worked at Houlihan Lokey in its Mergers & Acquisitions Advisory practice. Adam is a graduate of the University of Florida with a B.S. in finance and holds the designation of a Certified Financial Planner™ professional. Adam is also a member of the Young Leadership Alliance at the Children’s Hospital of Philadelphia.

Jill serves as a Vice President at Mill Creek Capital Advisors, LLC spearheading client service and advising clients on investments, financial planning, and comprehensive wealth and estate planning. Prior to joining Mill Creek, Jill served as a Private Wealth Advisor with Goldman Sachs where she advised families, non-profits, foundations and endowments on their investment portfolios and assisted with estate planning, philanthropic planning and holistic wealth management. Jill also worked at The Wharton School as a lecturer in the MBA communications department teaching seminars on business presentation skills and negotiations. Previously, Jill worked as an investment banker at Legg Mason Wood Walker, primarily focusing on middle market M&A transactions. Jill spent her early career as a consultant in organization design with Accenture. Jill graduated from the University of Pennsylvania with a B.A. in economics and from The Wharton School at the University of Pennsylvania with an MBA with concentrations in both finance and strategic management. Jill currently serves on the Board of Directors of Children’s International Summer Village (CISV) as the Treasurer of the Philadelphia chapter, and has previously served on the Board of Directors at Temple Beth Zion-Beth Israel as the Finance Chair.

Debra Kodish, Founder of Keshet Capital, serves as Vice President at Mill Creek Capital Advisors, LLC.  Debra has over three decades of experience in finance, accounting, strategy, capital markets, and fundraising.  As Vice President, Debra assists with client development and the management of client relationships.

Debra founded Keshet Capital in 2000, a global consulting and advisory firm that assists investors, funds, and companies through due diligence, fundraising, and strategic management consulting. Through her strategic consulting and direct fundraising efforts, Debra assisted dozens of funds and companies that raised billions in investment funds.

Previously, Debra was a founding team member and Senior Vice President of Sales and Research at Nessuah Zannex (now Excellence Nessuah), an Israel-based investment banking and brokerage house affiliated with US Bancorp and Piper Jaffray. During her tenure, she helped secure several hundred million dollars of foreign investment for Israeli public entities before the company went public in 1998.

Earlier in her career, Debra worked as a Certified Public Account (CPA) in Philadelphia prior to moving to Israel in 1994.

Debra graduated from George Washington University with a B.A. in accounting.

Debra is currently a board member of Premier Dental, a fourth-generation Philadelphia-based global dental supply business. She also remains dedicated to Meor, a nonprofit she helped build over the last 15 years, working to educate, empower, and inspire future Jewish leaders across 20 US campuses.

Michael serves as a Vice President at Mill Creek Capital Advisors, LLC. In his role, Michael is responsible for advising clients on investments, financial planning, and comprehensive wealth and estate planning.

Prior to joining Mill Creek, Michael was a Relationship Manager and Portfolio Manager at Glenmede where he provided investment advice, asset allocation and ongoing portfolio management for Glenmede clients.

Previously, Michael worked for Forbes Family Trust/LGL Partners as an Investment Associate. In this role, he served as portfolio manager for high-net-worth and ultra-high-net-worth relationships, assisted in determining the firm’s asset allocation views, and supported manager due diligence efforts. Prior to this role, Michael worked for Janney Montgomery Scott as an Investment Associate on the firm’s Wealth Management Research team, where he helped maintain the firm’s recommended list of mutual funds, managed accounts and ETFs.

Michael received a Bachelor of Science degree in finance with a minor in music from Wake Forest University. He holds the designations of Chartered Financial Analyst® and Chartered Alternative Investment Analys. He is also a member of the CFA Society of Philadelphia.

A.J. serves as a Client Service Analyst at Mill Creek Capital Advisors, LLC. In his role, A.J. is responsible for supporting client accounts and business development initiatives.

Before joining Mill Creek, A.J. worked at PNC Private Bank Hawthorn for two years, acting as an analyst for its private client base of high-net-worth families. In his previous role, A.J. was responsible for assisting advisors on client investment portfolios, fiduciary activities, and holistic wealth management. Previously, A.J. worked as a Senior Equities Analyst and Head of Development with the Hanley Sustainability Fund focused on the technology and communications sectors and spearheading their new member program.

A.J. graduated from the University of Dayton with a bachelor’s degree in accounting and finance.

Gretchen serves as Vice President and Relationship Manager at Mill Creek Capital Advisors, LLC.

Prior to joining Mill Creek, Gretchen served as an Investment Advisor with Hotaling Investment Management, LLC, a Registered Investment Advisor. Her responsibilities included advising clients on investment policy, creating investment recommendations, executing equity and fixed income trades, and evaluating performance. Additionally, she was responsible for researching equities for inclusion in the model portfolios. Prior, Gretchen spent several years at Chartwell Investment Partners and over 15 years at Macquarie Group (formerly Delaware Investments) as a Quantitative Analyst.

Gretchen is a graduate of the Pennsylvania State University and she holds the designation of Chartered Financial Analyst™. She is a member of the CFA Institute and CFA Society of Philadelphia.

Jaclyn serves as Associate Advisor at Mill Creek Capital Advisors, LLC. In her role, Jaclyn advises clients on financial and estate planning recommendations and works closely with her clients’ other advisors to ensure their goals are met in a comprehensive and integrated manner. Prior, Jaclyn held multiple roles at the firm where she worked her way from a Client Service Analyst to an Advisor.

Before joining Mill Creek in 2017, Jaclyn worked at Vanguard for five years, acting as a service administrator for their institutional clients. In her previous role, Jaclyn was responsible for using her problem-resolution and client relationship management skills to resolve client issues. Jaclyn graduated from West Chester University with a B.A. in communications.

Cynthia serves as a Client Service Analyst at Mill Creek Capital Advisors, LLC. In her role, she supports the company’s commitment to excellence, working closely with management to achieve business objectives and generate client deliverables.

Prior to joining Mill Creek, Cynthia held various positions at Archer Investment Management Solutions.  Initially, she began her tenure at the company in operations before she transitioned to client experience, where she built and maintained strong relationships with key stakeholders and assisted in the new sponsor onboarding process for existing clients. Prior to this role, Cynthia was a bilingual retirement specialist for institutional clients at Vanguard.

Cynthia graduated from Bryn Mawr College with a Bachelor of Arts in Spanish.

Kerry serves as Investment Analyst at Mill Creek Capital Advisors, LLC. Prior to joining Mill Creek, Kerry spent five years at Citrin Cooperman, a public accounting firm, where she served as Senior Accountant.  During her tenure, Kerry conducted audits and reviews for the firm’s corporate, non-profit and charter school clients. She also lent her insights to business consulting strategies and budget plans for specific clients. Kerry holds a Bachelor of Science in Accounting from the University of Pittsburgh.

Tom serves as the Investment Committee Chair at Mill Creek Capital Advisors, LLC and is a Principal of the firm. Tom oversees the firm’s Investment Committee. Before joining MCCA at its founding in 2006, Tom was with The Vanguard Group, where he held several senior positions over a 21-year career. He joined Vanguard as assistant to 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. Tom is a Trustee of and manages investments for the Bennett Family Foundation, is on the Board of Directors and Treasurer of the Public Interest Law Center of Philadelphia, and is on the Board of Trustees of the Nationalities Service Center. Tom holds the designation of Chartered Financial Analyst™.

Michael serves as Chief Investment Officer of Mill Creek Capital Advisors, LLC and is a Principal of the firm. In his role, Michael leads the firm’s Investment Strategy and Communications business units. He is responsible for managing the investment team, overseeing manager due diligence, and asset allocation decisions.

Prior to joining Mill Creek, Michael was a Managing Director at UBS, where he headed the Investment Strategy team and was responsible for providing asset allocation and market advice to the firm’s clients.

Before joining UBS, he worked in various investments roles at Lehman Brothers and Barclays and as a research fellow at the American Institute for Economic Research. Michael is a frequent commentator and invited speaker in TV and print financial media, including Bloomberg, CNBC, the Wall Street Journal, Reuters, Barron’s, and Business Insider. He has also served as an adjunct professor of economics and actively publishes his research in peer-reviewed journals, including the Journal of Wealth Management, the Journal of Investing, and the Journal of Index Investing.

Michael graduated from the University of Georgia, earned a master’s degree in economics at NYU, and holds the Chartered Alternative Investment Analyst (CAIA) designation. He currently volunteers as a mentor for veterans and college students.

Rachel serves as the Manager of Corporate Communications and Marketing at Mill Creek. In her role, Rachel oversees the firm’s integrated marketing initiatives.

Before joining Mill Creek, Rachel held various roles supporting the communications strategy at E*TRADE Financial Corporation. During her tenure, Rachel helped manage the communications efforts for the firm’s investor relations activities and championed the growth of its corporate giving program. Prior, Rachel began her career as a communications generalist at Nomura Securities.

Rachel holds a bachelor’s degree in public relations and journalism from Seton Hall University. She is a member of the Board of Directors at Dress for Success Greater Philadelphia. Additionally, Rachel sits on the leadership team of Ellevate Network’s Philadelphia Chapter.

Sam serves as Managing Director of Investments at Mill Creek Capital Advisors, LLC, overseeing allocations to public equity and hedge fund strategies.

Prior to joining the team at MCCA, Sam spent three years at Pitcairn as a Senior Research Analyst with primary research coverage of liquid alternatives and real assets strategies. Sam has previously held various positions within Delaware Investments, Brinker Capital and The Bryn Mawr Trust Company.

Sam earned his Bachelor of Arts in international business from Rollins College. He holds the designations of Chartered Financial Analyst™ and Chartered Alternative Investment Analyst. He is a member of the CFA Institute, the CFA Society of Philadelphia and the CAIA Association. Additionally, he formerly chaired the Investment Committee at Saint Paul’s Episcopal Church in Chestnut Hill from 2015-2023.

Andrew serves as Managing Director of Private Equity at Mill Creek Capital Advisors, LLC. Andrew brings extensive experience across private markets including primaries, co-investments, secondaries, GP stakes, restructurings, and royalties to the firm. In his role, Andrew oversees private equity and venture capital across the company’s investment programs.

Prior to joining Mill Creek, Andrew spent over a decade at Morgan Stanley Alternative Investment Partners (AIP), most recently serving as a portfolio manager on the private markets team.  In his role, he oversaw more than $1.0 billion in commitments and served as advisory board member of several of the industry’s leading funds.  Earlier in his career, Andrew was a founding member of venture capital firm concentrating in emerging technologies from universities and research institutions. Prior, Andrew began his career as an investment banking analyst for Donaldson, Lufkin & Jenrette in New York.

Andrew holds an MBA from Columbia Business School and a Bachelor of Science in Government from Georgetown University. He is also an advisor to Rook Capital and a mentor to Techstars.

Nora serves as Managing Director of Investments at Mill Creek Capital Advisors, LLC. She has primary responsibility for evaluating fixed income and alternative credit strategies across MCCA’s investment programs.

Prior to joining MCCA in 2017, Nora was Director at FS Investments, where she helped launch focused investment programs and conducted investment research. Prior to FS, Nora was a Credit Analyst at Standard & Poor’s with primary research coverage of the energy sector. She previously held various analyst positions at Bear Stearns and Goldman Sachs.

Nora earned her Bachelor of Arts in business economics from Brown University and received an MBA from the Yale School of Management. She holds the Chartered Alternative Investment Analyst (CAIA) designation. Additionally, Nora serves as a member of the Board of Directors at CAIA Pennsylvania.

Daniel serves as Manager of Private Investments at Mill Creek Capital Advisors, LLC. Dan oversees the operations of Mill Creek’s internal alternative products and the relationships with third-party service providers relating to alternative funds. Prior, he was an operations analyst where he supported day to day trading and reconciliation, as well as processing for alternative investments.

Before joining Mill Creek in June 2019, Dan was with SEI Investments where he started as an analyst in Alternative Investment Fund Services and was quickly promoted to team lead, where he managed a team supporting outside fund managers and their alternative operations.

Daniel earned a Bachelor of Science in Finance from Fordham University, Gabelli School of Business. He holds the Chartered Alternative Investment Analyst (CAIA) designation.

John, a Director at Chenery Compliance Group, serves as Chief Compliance Officer of Mill Creek Capital Advisors, LLC. As Chief Compliance Officer, John provides regulatory oversight of Mill Creek. He works closely with all Mill Creek team members to ensure compliance across the firm and to continue refining compliance policies and procedures. John most recently served as a Senior Compliance Consultant at a compliance services firm providing compliance consulting services to registered investment advisors, working to develop effective compliance programs and solve complex regulatory issues, including serving as an Outsourced CCO. Previously, he served as Chief Compliance Officer and Chief Operating Officer for Schneider Capital Management, an asset management firm focused on a deep value equity investment strategy for institutional and individual investors. Prior to Schneider, John was Chief Compliance Officer of Context BH Capital Management and Chief Operating Officer for Context Asset Management. Context BH Capital Management and Context Asset Management were subsidiaries of Context Capital Partners, LP an asset management firm focused on providing seed or acceleration capital to alternative investment strategies across hedge funds, liquid alternative mutual funds, and private equity. Also, John was Director of the Compliance Program at a compliance services firm where he served as Chair of the Compliance Committee and served as Chief Compliance Officer to SEC-registered investment advisers and registered investment companies. John graduated with his BS in Finance from La Salle University.

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 & Co. and also served as Senior Trust Officer at Wilmington Trust for 12 years. Paul earned a B.S. and an MBA from Widener University.

Heather serves as the Office Manager at Mill Creek Capital. She is also the Executive Assistant for a member on our board. Prior to joining Mill Creek she was the Office Manager for 20 years at a paper broker in Conshohocken.

Janina serves as an Operations Analyst at Mill Creek Advisors, LLC. In her role, she works closely with the client service team to ensure accuracy across client account reporting, trade reconciliation, and processing.

Before joining Mill Creek, Janina was a Registered Associate at Morgan Stanley’s Wealth Management division where she supported advisors with high-net-worth clients.

Janina graduated from The Pennsylvania State University with a Bachelor of Arts in Economics and holds Series 7 and 66 certifications.

Tiana is the Executive Assistant to the Chief Executive Officer. She has been working as an Executive Assistant for over 12 years, 5 of those years where in a virtual capacity supporting many domestic and international clients. Prior to joining Mill Creek Capital Advisors, Tiana had the unique opportunity to work with many high-profile executives, entrepreneurs, professional athletes, nonprofits, Ambassadors and B2Bs. Given the diversity of her experience, she brings a wide range of viewpoints and support styles.

Jennifer Pham serves as Client Experience Manager at Mill Creek Capital Advisors, LLC. Jennifer brings a deep understanding of the financial services industry with experience in wealth management and alternative investments. In her role she is responsible for implementing client functionality across various platforms.

Prior to joining Mill Creek, Jennifer served as a Senior Portfolio Analyst at Mainline Private Wealth, where she was responsible for investment analysis, client reporting and financial planning. Jennifer also held various roles supporting client service and operations initiatives at BlackRock and FS Investments

Jennifer holds a Bachelor of Science in Finance and Accounting from Drexel University and she holds the designation of Chartered Financial Analyst™.

Joan is the Vice President 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.

Jennifer serves as Manager of Program Trading at Mill Creek Capital Advisors, LLC. In her role she is responsible for creating and executing trades for our investment manager clients as well as maintaining models on custody platforms. Jennifer brings a dynamic background in operations, reconciliation, and performance reporting to the firm.

Prior to joining Mill Creek, Jennifer was a Trade Execution Representative and Portfolio Analyst at Bryn Mawr Trust, where she was responsible for monitoring and executing trades, fostering broker relationships and working with Investment Advisors to monitor and maintain modeled accounts, rebalance portfolios, and attend to strategy implementation.

Previously, Jennifer held roles in operations at Capital One, Brinker Capital and Nuveen Investments.

Jennifer graduated from Gwynedd Mercy University with a Bachelor of Business Administration in Finance.

Tyson Thrush serves as an Operations Analyst at Mill Creek Capital Advisors, LLC. Tyson provides experience in client services, client reporting, trade research, and trade reconciliation. In his role, Tyson is responsible for processing day-to-day client account updates across multiple platforms.

Before joining Mill Creek, Tyson served as an Institutional Client Service Specialist at Envestnet where he was responsible for fostering home office relationships, trade research, and performing client account updates.

Prior, Tyson worked at SEI Investments where he held various roles in accounting, mostly recently serving as a Hedge Fund Accountant.

Tyson earned a Bachelor of Science in Finance from Susquehanna University, Sigmund Weis School of Business.

Stephen is a Principal and the Chief Operating Officer for Mill Creek Capital Advisors, LLC, overseeing the back and middle office operations and information technology. Prior to joining MCCA, Stephen was the Director of Operations for SEI Investments. In this role, he was responsible for the Middle Office Operations in the Investment Manager Services division. In addition, Stephen spent several years as the Director of Institutional Operations at Turner Investments, LP, covering global equity, mutual fund, hedge fund and UCITS products. He started his career with The Vanguard Group in the Fund Administration team. Stephen received a B.S. from The Pennsylvania State University and an MBA in finance from LaSalle University.