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.

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 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 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 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®).

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.

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 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.

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 an Vice President 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 and holds the designation as a Certified Financial Planner™ professional.

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.

Gina serves as an Associate Advisor at Mill Creek Capital Advisors, LLC. In her role, she advises clients on investments, financial planning, and comprehensive wealth and estate planning. Gina brings an extensive background in wealth transfer strategies, philanthropy, risk management, and family education to the firm.

Prior to joining Mill Creek, Gina spent over a decade at PNC Bank, most recently serving as a Wealth Strategist within Hawthorn, its family wealth division. In this role, Gina developed and implemented wealth planning for ultra-high net worth individuals and families.

Gina is a graduate of Arcadia University and earned her Master of Science in Taxation from Thomas Jefferson University.  She is also a Certified Financial Planner^TM.

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 Client Service Advisor with Mill Creek Capital Advisors, LLC. Prior to joining Mill Creek, 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 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.

Michael serves as Deputy Chief Investment Officer of Mill Creek Capital Advisors, LLC. 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 Corporate Communications Manager at Mill Creek Capital Advisors, LLC. Rachel brings a dynamic background in integrated public relations to the firm.  In her role, Rachel oversees the company’s branding, marketing and communications initiatives.

Prior to 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 of Arts in Public Relations and Journalism from Seton Hall University.

Sam serves as Managing Director 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.

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 Bachelor of Science in Government from Georgetown University.

Nora serves as Managing Director 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.

Daniel is the Investment Operations Analyst at Mill Creek Capital Advisors, LLC. Prior to his current position, Daniel worked in Alternative Investment Fund Services at SEI Investments for four years, first as an Analyst, and then as a Supervisor of a team of four. Daniel earned a Bachelor of Science in Finance from Fordham University, Gabelli School of Business, and has been with Mill Creek since June 2019.

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.

Jennifer Davis 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 is a Level III CFA Candidate.

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.

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.