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 in 2006, 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. Tom is currently a Trustee and manages the investments for the Bennett Family Foundation and is on the Board of Directors of the Public Interest Law Center of Philadelphia. Tom is a Chartered Financial Analyst Charterholder.

Josh serves as Chief Executive Officer of Mill Creek Capital Advisors, LLC. Josh is a Principal and serves on the firm’s Investment Committee. In 2014-2018, Josh has been named in Barron’s Magazine Top 1200 Financial Advisor ranking, which honors the top 1% of investment advisors nationwide. In 2012-2018, Josh has been honored as one of America’s Top 100 Independent Financial Advisors by Barron’s Magazine. 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 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 MBA from The Pennsylvania State University. Josh serves as President of the Board of Directors of The Hillside School (Marlborough, MA). Josh serves on the Board and Investment Committees for The Albert Einstein Healthcare Network, Jewish Federation of Greater Philadelphia (Philadelphia, PA), The Philadelphia Orchestra and Westtown School (Westtown, PA). Josh co-founded and serves on the board of the Scarlet Knights Wrestling Club & Foundation, which supports The Rutgers University wrestling team. Josh is an active member of Young Presidents’ Organization (YPO) and Chief Executives Organization.

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™.

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.

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 serves 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 Charterholder, and has earned the Accredited Investment Fiduciary designation. Brian previously served as an Independent Trustee for Stewart Capital Mutual Funds and is currently a member of the Board of Trustees of West Virginia Wesleyan College, where he chairs the Investment Committee and serves on the Executive Committee. He is a member of the Board of Directors and Chairman of the Investment Committee for the Lutheran Senior Life Foundation.

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 NY, 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 also a member of the Investment Management Consultants Association (IMCA®).

Sean serves as Vice President of Mill Creek Capital Advisors, LLC. Prior to joining MCCA, Sean was a Regional Director with ABR Dynamic Funds, LLC responsible for business development and client relations. He worked closely with advisors on alternative investment allocations. Previously, Sean was employed at Brinker Capital serving as an Investment Consultant. He was responsible for assisting advisors in the onboarding of new clients and consulting on appropriate asset allocation models. Sean is a graduate of Catholic University of America and currently serves on the Leadership Council for LaSalle College High School.

Bob serves as an Associate Advisor 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 graduated from Drexel University with a B.S. in finance/economics and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Bob also holds the Financial Industry Regulatory Authority (FINRA) Series 65 license.

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.

Pat serves as an Investment Officer at Mill Creek Capital Advisors, LLC and is a Managing Director 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.

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.

Kevin serves as an Investment Analyst at Mill Creek Capital Advisors, LLC. Prior to joining MCCA, Kevin spent five years at Vanguard as a Relationship Manager partnering with Investment Consultants to develop and implement investment strategies for Institutional clients. Kevin was the primary day-to-day contact and was responsible for performance analysis, as well as creating client presentations. Kevin graduated from The University of Scranton with a B.S. in finance.

Annie serves as an Associate Advisor for Mill Creek Capital Advisors, LLC. In her current role, she is responsible for client service, creating and implementing financial plans, and investment research. Prior to joining MCCA, Annie spent four years with Vanguard, where she served as a relationship manager for a personal client base of high-net-worth families. At Vanguard, Annie was responsible for developing, implementing and monitoring comprehensive financial plans for private clients to help them reach their long-term financial goals. Annie graduated from West Chester University with a B.S. in finance and accounting and is a Certified Financial Planner™ professional.

Adam serves as an Investment Analyst at Mill Creek Capital Advisors, LLC. In this role he is responsible for client service, creating and implementing financial plans, and investment research. 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 a number of 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. Adam also holds the Financial Industry Regulatory Authority (FINRA) Series 65 license.

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.

Jaclyn is an Investment Analyst with Mill Creek Capital Advisors, LLC. Prior to joining MCCA, 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.

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 in 2006, 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. Tom is currently a Trustee and manages the investments for the Bennett Family Foundation and is on the Board of Directors of the Public Interest Law Center of Philadelphia. Tom is a Chartered Financial Analyst Charterholder.

Dusko serves as an Investment Analyst at Mill Creek Capital Advisors, LLC. Prior to joining the team at MCCA, Dusko spent four years at SEI Investments. Dusko first served as an Accounting Analyst in Alternative Investments. His primary responsibilities included completing monthly valuations and completing cash reconciliations for multiple hedge fund of fund clients. Dusko then worked as a performance analyst for the Middle Office Operations team, processing account and composite level performance reporting. Dusko graduated with a Bachelor of Science in Finance, and with a minor in economics, from Millersville University of Pennsylvania. He is a member of the CFA Society of Philadelphia and is a Chartered Financial Analyst Charterholder.

Claire serves as the firm’s Managing Director of Alternative Investments and Research and is responsible for Mill Creek Capital Advisors’ private equity investment programs. She is also a member of the Investment Committee. Prior to joining MCCA, she was Managing Director of Z Capital Partners, a Chicago-based private equity firm, where she was a member of the investment team and head of macro-economic research. She was previously Principal at Hirtle, Callaghan & Co. from 2000- 2010, where she was Director of Private Equity Investment and Portfolio Manager with $1 billion under management. Claire’s earlier career as a securities analyst included roles as Senior Vice President and Director of Corporate Bond Research for Prudential Securities (1997-2000) and Vice President at Lehman Brothers (1996-1997) and at Donaldson, Lufkin & Jenrette (1992-1996). She was ranked as an All-American Fixed Income Research Team member in 1995, 1996, 1997, 1999 and 2000 by Institutional Investor Magazine. Claire received a doctorate in mineral economics from The Pennsylvania State University and received a dual A.B. Degree in geology and economics from Wellesley College. She is currently a Board Member of Samaritan Counseling and a member of the global organization, Alternative Perspectives on Finance and Accounting.

Sam serves as Vice President of Investments at Mill Creek Capital Advisors, LLC. 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 chairs the Investment Committee at Saint Paul’s Episcopal Church in Chestnut Hill, Pennsylvania, which is responsible for oversight of the church’s endowment portfolio.

Nora serves as Vice President of Investments at Mill Creek Capital Advisors, LLC. She has primary responsibility for evaluating taxable and tax-exempt fixed income managers and 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.

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.

Brian serves as General Counsel & Chief Compliance Officer of Mill Creek Capital Advisors, LLC. Brian has over 30 years of regulatory experience as an investment management lawyer and compliance professional, including senior roles at the U.S. Securities & Exchange Commission, in private law practice at two national law firms, and in house as general counsel and chief compliance officer of Turner Investments. He has also served as Chief Compliance Officer of a family of mutual funds for more than a decade, director of an offshore UCITS fund family based in Dublin, Ireland, and in other senior executive roles. Brian began his career in 1986. Brian received his A.B., magna cum laude, from Hamilton College, and his J.D. from the University of San Francisco School of Law, where he was a member and Articles Editor of the Law Review. Brian is the author of a number of articles in the investment management and securities law areas, including articles in The Investment Lawyer and Board I.Q. Brian is a member of the District of Columbia Bar Association and Pennsylvania Bar Association (in-house license).

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.

Stephen is 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.