Annie Finnerty, CFP®
Director, Wealth Advisor
Annie serves as Director, Wealth Advisor 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 incredibly passionate about assisting clients to 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 received a B.S. in Finance and Accounting from West Chester University and she is a CFP® professional. Additionally, she serves on the Business Program Advisory Board at Harcum College.