Katie Poole, CFP®

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®).