We are pleased to announce that Mill Creek Capital Advisors has combined with Pathstone. This combination expands our capabilities in serving ultra-high-net-worth families, endowments, and foundations. Together, we are committed to pursuing our long-term vision through continued focus on client service, investment in our people, and thoughtful growth.

Learn more here.

Annie Finnerty, CFP®

Annie Finnerty, CFP®

Director, Wealth Advisor

Annie serves as Director, Wealth Advisor at Mill Creek Capital Advisors, LLC. In her role, Annie contributes her experience in portfolio management, financial and estate planning to help high-net-worth families and institutions make informed financial decisions.

Before joining 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.

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