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.

Richard Lunsford, Jr., CFP®

Richard Lunsford, Jr., CFP®

President and Chief Financial Officer

Rich serves as the President and Chief Financial Officer at Mill Creek Capital Advisors, LLC and is a member of the firm’s Investment Committee.

Before joining Mill Creek, Rich was an Investment Officer with Hirtle, Callaghan & Co., where he worked with family, foundation, pension, and endowment client relationships in the Mid-Atlantic region. Previously, Rich was a Retirement Specialist at The Vanguard Group, where he developed asset allocation software in the High-Net-Worth Division.

Rich received a B.S. in Business Administration from the University of Delaware. In 2018, the University’s Horn Entrepreneurial initiative honored him with the Blue Hen 17&43 Award, presented to University of Delaware leaders of fastest-growing companies. Rich is also a CFP® professional and a member of the Philadelphia Estate Planning Council.

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