Michael LoCasale, CFA, CAIA

Michael serves as Director, Investment Strategy at Mill Creek Capital Advisors, LLC. In his role, Michael advises clients on portfolio construction and implementation, contributes to the firm’s portfolio management practices, and supports asset allocation and manager due diligence efforts.

Before joining Mill Creek, Michael was a Relationship Manager and Portfolio Manager at Glenmede where he provided investment advice, asset allocation and ongoing portfolio management for Glenmede clients.

Previously, Michael worked for Forbes Family Trust/LGL Partners as an Investment Associate. In this role, he served as portfolio manager for high-net-worth and ultra-high-net-worth relationships, assisted in determining the firm’s asset allocation views, and supported manager due diligence efforts. Prior, Michael worked for Janney Montgomery Scott as an Investment Associate on the firm’s Wealth Management Research team, where he helped maintain the firm’s recommended list of mutual funds, managed accounts and ETFs.

Michael received a B.S. in Finance with a minor in Music from Wake Forest University. He is a CFA^® Charterholder and a Chartered Alternative Investment Analyst^SM. He is also a member of the CFA Institute and CFA Society of Philadelphia.