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.