Jill Jokelson

Jill serves as Director, Wealth Advisor at Mill Creek Capital Advisors, LLC. In her role, Jill advises clients on investment policy, develops and implements investment recommendations, evaluates performance, and researches issues and project analyses. She also works closely with her clients’ attorneys, accountants, and other advisors to help ensure they achieve their comprehensive wealth and estate planning goals.

Before 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 received a B.A. in Economics from the University of Pennsylvania and an M.B.A. with concentrations in Finance and Strategic Management from The Wharton School at the University of Pennsylvania. 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.