Mill Creek Capital Advisors
Cynthia Valdez is an experienced wealth advisor and client service professional, currently serving as an Associate at Mill Creek Capital Advisors since February 2021, following roles as a Client Service Analyst. Prior experience includes working at Archer - Investment Management Solutions as a Client Relationship Specialist and Operations Specialist from January 2018 to February 2021, and as a Retirement Plan Specialist at Vanguard from December 2016 to December 2017. Early in the career, Cynthia held various customer service positions, including serving at Tango and Le Pain Quotidien, and gained operational experience through internships at the United Way of Greater Philadelphia and Southern New Jersey, as well as the Mexican Cultural Center/Mexican Consulate. Cynthia holds a Bachelor of Arts in Spanish from Bryn Mawr College, obtained in 2016.
Mill Creek Capital Advisors
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.