www.millcreekcap.com

Mill Creek Capital Advisors, LLC (MCCA) brings a new perspective to money management. It is the perspective of an independent organization that delivers completely objective, conflict-free investment advice to clients. MCCA is an independent Registered Investment Adviser serving multi-million dollar family groups, pension funds, endowments, foundations, and other institutions as their Dedicated Investment Office. MCCA is not affiliated with any banking, investment management, brokerage, consulting, or other such institution.

The five core values on which we were founded – the MCCA Commitment – reflect our passion for providing unbiased independent investment advice. When it comes to managing assets, MCCA’s role – indeed the sole source of our revenues – is to provide clients with our informed investment opinions and to represent their best interests.The substantial real world experience of the MCCA team allows our firm to effectively and efficiently navigate the complex landscape of investment management for wealthy family groups and institutional clients.

Investment Management

Mill Creek Capital Advisors

Mill Creek Capital Advisors' headquarters in Conshohocken, PA, United States

Joshua Gross

Rich Lunsford

Michael Crook

Tiana Juarez

Stephen Waltrich

Jill Jokelson

The Investment Team at Mill Creek Capital Advisors is dedicated to providing objective, conflict-free investment advice to clients, including wealth management for family groups and institutional investors. This team conducts thorough market analysis, develops investment strategies, and oversees portfolio management to ensure alignment with client objectives. Their expertise spans private investments, program trading, and institutional market dynamics, allowing them to navigate the complexities of investment management effectively.

Investment Team

The Leadership Team at Mill Creek Capital Advisors is responsible for setting the strategic direction of the firm, ensuring the delivery of objective and conflict-free investment advice. They leverage their extensive industry experience to guide investment strategies, foster client relationships, and uphold the MCCA Commitment to integrity, independence, and excellence in managing assets for family groups and institutional clients.

Mill Creek Capital Advisors

Org chart

Teams

Investment Team

Leadership Team

Offices

Mill Creek Capital Advisors

Org chart

Teams

Investment Team

Leadership Team

Offices

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