Experienced Professionals, Trusted Advisors

Pat serves as a Partner at Mill Creek Capital Advisors, LLC, and is a member of the firm’s Investment Committee. In his role, Pat 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 Mill Creek, Pat was the national practice leader for Vanguard’s non-profit business. 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 Emeritus 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 CFP® professional, a Certified Public Accountant, and a CFA^® Charterholder. He received an M.B.A. from the University of Pennsylvania’s Wharton School of Business, an M.S. in Taxation from Villanova University, and a B.S. in Accounting and Finance from Saint Joseph’s University.

Michael serves as the Chief Investment Officer at Mill Creek Capital Advisors, LLC, and the Chairperson of the firm’s Investment Committee. 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.

Before 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 investment 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 received an M.S. in Economics from New York University and a B.S. from the University of Georgia. He is a Chartered Alternative Investment Analyst^SM. He currently volunteers as a mentor for veterans and college students.

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

Prior to co-founding Mill Creek in 2006,  Josh was a Principal at Hirtle, Callaghan & Co from 1998-2006. 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 received an M.B.A. in Finance from The Pennsylvania State University and a B.A. in Economics and Philosophy from Rutgers University.

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

Walter serves as a Partner at Mill Creek Capital Advisors, LLC, and is a member of the firm’s Investment Committee.  In his role, Walt 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.

Before joining Mill Creek, Walt was a Vice President at Quanta Capital Holdings. Prior, he served as an Investment Officer at Hirtle, Callaghan & Co., working with family, foundation, pension, and endowment client relationships. Previously, he was President and CFO at a privately held development company.

Walt received an M.B.A. from UNC’s Kenan-Flagler School of Business and a B.A. in Economics from the University of North Carolina at Chapel Hill. He is also a CFP® professional.

Walt has served in leadership roles on several philanthropic boards, including the Black Swamp Land Conservancy (Perrysburgh, OH), St. Paul’s Church, the Cleveland Zoological Society (Cleveland, OH), the Naples Zoo (Naples, FL), the Community School Foundation (Naples, FL), and Collier Harvest (Naples, FL).

Michael serves as a Partner at Mill Creek Capital Advisors, LLC, and is a member of the firm’s Investment Committee.  In his role, Michael 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.

Before joining Mill Creek, Michael served as First Vice President at Morgan Stanley. There, Michael advised family, foundation, pension, and endowment clients in the Northeast and West Coast.

Michael currently serves as the Chair of 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 received a B.A. from the University of Vermont.

Kevin serves as a Partner at Mill Creek Capital Advisors, LLC, and a member of the firm’s Investment Committee. In his role, Kevin advises clients on investment policy, develops and implements investment recommendations, evaluates performance, and researches issues and project analyses. He also works closely with his clients’ attorneys, accountants, and other advisors to help ensure they achieve their comprehensive wealth and estate planning goals.

Before joining Mill Creek, Kevin was a Vice President at Goldman Sachs Group, Inc. 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 for providing tactical and strategic Asset Allocation and Investment Strategy for high net-worth individuals and families.

He received a B.A. from Georgetown University and is an alumnus of The Haverford School. He is a CFA^® Charterholder and a member of the CFA Society of Philadelphia and New York. Kevin serves on the Steering, Finance, and Investment Committees for St. Luke’s School in New York City.

David serves as a Partner at Mill Creek Capital Advisors, LLC, and is a member of the firm’s Investment Committee. In his role, David 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.

Before joining Mill Creek, 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 received a B.S. in Finance from Villanova University and is a CFA^® Charterholder. He 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.

Rich serves as the President and Chief Financial Officer at Mill Creek Capital Advisors, LLC and is a member of the firm’s Investment Committee.

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. Prior, Rich was a Retirement Specialist at The Vanguard Group, where he developed asset allocation software in the High Net-Worth Division.

Rich received a B.S. in Business Administration from the University of Delaware. In 2018, the University’s Horn Entrepreneurial initiative honored him with the Blue Hen 17&43 Award, presented to University of Delaware leaders of fastest-growing companies. Rich is also a CFP® professional and a member of the Philadelphia Estate Planning Council. He currently serves as a Trustee for the Ron Miles Memorial Fund and a member of the Board of Directors for the Whitpain Recreation Association in Blue Bell, PA.

Brian serves as a Partner, Investment Officer at Mill Creek Capital Advisors, LLC, and is a member of the firm’s Investment Committee. In his role, Brian 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.

Before joining Mill Creek, Brian served as Area Vice President and Senior Consultant at Yanni Partners, where he managed client relationships with foundations, pensions, defined contribution plans, Taft-Hartley plans, and endowments nationwide.

Brian received a B.S.B.A. in Finance from Bowling Green State University. He is a CFA^® Charterholder and a designated Accredited Investment Fiduciary®.

His previous roles include serving as an Independent Trustee for Stewart Capital Mutual Funds, a Director for the Lutheran Senior Life Foundation, and a member of the Board of Trustees of West Virginia Wesleyan College. Currently, Brian is Chairman of the Trustees for the Scottish Rite Valley of Pittsburgh. He is a member of Omni Lodge No. 509 in Pittsburgh and a plural member of Melita Lodge No. 295 in Philadelphia. His distinguished service has been recognized with the Grand Lodge of Pennsylvania Franklin Medal and the Meritorious Service Award from the Scottish Rite, NMJ.

Nora serves as a Partner, Investment Strategy at Mill Creek Capital Advisors, LLC and is a member of the firm’s Investment Committee. In her role, Nora is primarily responsible for evaluating traditional fixed income and private debt strategies across MCCA’s investment programs.

Before joining Mill Creek, 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 received an M.B.A. from the Yale School of Management and a B.A. in Business Economics from Brown University. She is a Chartered Alternative Investment Analyst^SM and serves on the Board of Directors at CAIA Pennsylvania.

Katie serves as a Partner at Mill Creek Capital Advisors, LLC, and is a member of the firm’s Investment Committee. In her role, Katie 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, 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 received a B.S. in Accounting from The Pennsylvania State University and is a CFP® professional. She is also a member of the Finance Committee for Habitat for Humanity Philadelphia and the Investment Management Consultants Association (IMCA®).

Rich serves as the Executive Chairman at Mill Creek Capital Advisors, LLC.

Before co-founding Mill Creek in 2006, 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 J.D. from Rutgers University School of Law, an L.L.M. from Villanova School of Law, and a B.A. in economics from Lafayette College.

Stephen serves as the Chief Operating Officer at Mill Creek Capital Advisors, LLC, and is a member of the firm’s Investment Comittee. In his role, Stephen oversees the firm’s back and middle office operations and information technology.

Before joining Mill Creek, Stephen was the Director of Operations for SEI Investments. In this role, he was responsible for 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. Prior, he started his career on the Fund Administration team at the Vanguard Group.

Stephen received an M.B.A. in Finance from LaSalle University and a B.S. in Business Logistics from The Pennsylvania State University.