Mill Creek Capital Advisors
Stephen Waltrich serves as Chief Operating Officer and Senior Vice President of Operations at Mill Creek Capital Advisors, LLC since August 2015. Prior experience includes the role of Director, Institutional Private Client at SEI from September 2013 to August 2015, managing day-to-day operations for middle-office outsourcing and focusing on process improvement and staff development. Stephen held various positions at Turner Investment Partners from May 1999 to September 2013, culminating in the role of Director of Operations - Institutional Accounts, where responsibilities encompassed investment operations across multiple product types and new product implementation. Earlier in their career, Stephen worked at The Vanguard Group as a Large Transaction Coordinator from November 1997 to March 1999. Stephen holds an MBA in Finance from La Salle University and a BS in Business Logistics from Penn State University.
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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.