Mill Creek Capital Advisors
Kerry Weinstein is an experienced investment analyst and accountant with a strong background in financial analysis and client relationship management. Currently serving as an independent contractor at Mill Creek Capital Advisors, LLC since 2018, Kerry provides operational support to Investment Officers by preparing client portfolio analyses, customized reports, and managing client relationships for high-net-worth individuals. Previous experience includes a tenure at Mill Creek Capital Advisors from 2015 to 2017 and a role as Senior Accountant at Citrin Cooperman & Company, LLP from 2008 to 2015, where responsibilities included financial statement preparation, tax projections, and internal controls reviews. Kerry holds a Bachelor of Science in Business Administration with a concentration in Accounting from the University of Pittsburgh.
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.