Patrick Burke, CFA, CPA, CFP®
Partner
Pat serves as a Partner at Mill Creek Capital Advisors, LLC, and is a member of the firm’s Investment Committee. In his role, Pat advises clients on investment policy, develops and implements investment and financial planning recommendations, and works closely with his clients’ other advisors to ensure their goals are met in a comprehensive and integrated manner.
Prior to joining Mill Creek, Pat was the national practice leader for Vanguard’s non-profit business. At Vanguard, he led the team responsible for providing wealth management services to Vanguard’s highest-net-worth clients. He has provided investment consulting and analysis for individual and institutional clients for more than 25 years. Before joining Vanguard, Pat was a financial planner for high-net-worth individuals at Price Waterhouse LLP.
Pat serves as Chairman Emeritus of the Board for Children’s Scholarship Fund of Philadelphia and is a board member and Chairman Emeritus for Dunwoody Village, a continuing-care retirement community. Pat is a CFP® professional, a Certified Public Accountant, and a CFA® Charterholder. He received an M.B.A. from the University of Pennsylvania’s Wharton School of Business, a master’s degree in Taxation from Villanova University, and a B.S. in Accounting and Finance from Saint Joseph’s University.