MILL CREEK CAPITAL ADVISORS, LLC

Joshua Gross is a financial advisor at Mill Creek Capital Advisors, LLC with 24 years of industry experience. He has been with Mill Creek Capital Advisors since 2006. Gross holds a Series 65 designation. Mill Creek Capital Advisors provides discretionary investment management and advisory services primarily to high-net-worth individuals, pooled investment vehicles, and institutional clients such as foundations, endowments, and pension plans. The firm builds customized investment programs using a blend of active and passive strategies and offers access to both public and private market investments.

Adam Heller is a CFP® and Series 65 credentialed financial advisor at Mill Creek Capital Advisors, LLC with seven years of industry experience. He has worked at Mill Creek since 2018 and previously held positions at Graham Partners Inc. and Houlihan Lokey Inc. Mill Creek Capital Advisors provides discretionary investment management and advisory services primarily to high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm offers customized investment programs blending active and passive strategies, including access to private equity and credit, and serves as an adviser and sponsor of private funds with a focus on high-net-worth relationships.

Richard Stevens is a financial advisor at Mill Creek Capital Advisors, LLC with 23 years of industry experience. He has been with Mill Creek Capital Advisors since 2006. Stevens holds Series 63 and Series 65 licenses. Mill Creek Capital Advisors provides discretionary investment management and advisory services primarily to high-net-worth individuals, pooled investment vehicles, and institutional clients such as foundations, endowments, and pension plans. The firm employs a blend of active and passive strategies, including private equity and credit exposures, and offers customized investment programs with access to both public and private markets.

Patrick Burke is a CFP® with 12 years of industry experience, currently serving as an advisor at Mill Creek Capital Advisors, LLC since 2013. He also has a long-standing association with The Vanguard Group, INC., dating back to 1995. Mill Creek Capital Advisors, LLC provides discretionary investment management and advisory services primarily to high-net-worth individuals, pooled investment vehicles, and institutional clients such as foundations, endowments, and pension plans. The firm employs a customized asset allocation approach blending active and passive strategies and offers access to both public and private market investments.

Robert Asklar is a CFP® and holds a Series 65 license, with 15 years of industry experience. He has been with Mill Creek Capital Advisors, LLC since 2015 and also maintains a role at Mycio Wealth Partners, LLC. Mill Creek Capital Advisors, LLC provides discretionary investment management and advisory services primarily to high-net-worth individuals, pooled investment vehicles, and institutional clients such as foundations, endowments, and pension plans. The firm builds customized investment programs using a blend of active and passive strategies and offers access to public and private market investments, including private equity and private credit.

Michael Crook is a financial advisor with Mill Creek Capital Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at UBS Financial Services Inc. since 2010. Mill Creek Capital Advisors provides discretionary investment management and advisory services primarily to high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm builds customized investment programs using a blend of active and passive strategies and offers access to public and private market investments.

Michael Jordan is a financial advisor at Mill Creek Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mill Creek Capital Advisors since 2006. Mill Creek Capital Advisors provides discretionary investment management and advisory services primarily to high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm builds customized investment programs using a blend of active and passive strategies and serves as an adviser and sponsor of private funds, maintaining a focus on high-net-worth client relationships.

Ann Finnerty is a CFP® with 10 years of industry experience, currently serving at Mill Creek Capital Advisors, LLC since 2016. She holds the Series 63 designation and is based in Conshohocken, PA. Mill Creek Capital Advisors provides discretionary investment management and advisory services primarily to high-net-worth individuals, pooled investment vehicles, and institutional clients such as foundations, endowments, and pension plans. The firm employs a customized asset allocation process blending active and passive strategies and offers access to both public and private market investments.

Kerry Weinstein is a financial advisor at Mill Creek Capital Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has been self-employed since 2017, following two years at Mill Creek Capital Advisors. Mill Creek Capital Advisors provides discretionary investment management and advisory services primarily to high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm builds customized investment programs that blend active and passive strategies and serves as an adviser and sponsor of private funds, with a client base concentrated among high-net-worth relationships.

Sean Bannon is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has been with Mill Creek Capital Advisors, LLC since 2014 and also has a longstanding affiliation with Yp, LLC. Mill Creek Capital Advisors, LLC provides discretionary investment management and advisory services primarily to high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm offers customized investment programs that blend active and passive strategies and includes access to private equity and private credit through both direct management and sponsored private funds.

Brian Maxwell is a CFA® charterholder with 15 years of experience in the financial industry, currently serving at Mill Creek Capital Advisors, LLC since 2011. He holds Series 63, 65, and 66 licenses and acts as a director for StewardCapital Mid Cap Fund. Mill Creek Capital Advisors provides discretionary investment management and advisory services primarily to high-net-worth individuals, pooled investment vehicles, and institutional clients, employing a customized asset allocation approach that blends active and passive strategies and includes private market investments.

Jennifer Pham is a CFA® charterholder and holds a Series 66 license with three years of industry experience. She is currently with Mill Creek Capital Advisors, LLC, where she has worked since 2022. Her prior experience includes roles at MainLine Securities LLC, MainLine Private Wealth, LLC, FS Investments, and BlackRock. Mill Creek Capital Advisors, LLC provides discretionary investment management and advisory services primarily to high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm employs a customized asset allocation process blending active and passive strategies and serves as an adviser to private funds, focusing on clients with $5 million or more in assets.

Samuel Mcfall is a CFA® charterholder with nine years of industry experience. He has been with Mill Creek Capital Advisors, LLC since 2016 and previously worked at Pitcairn for three years. Mill Creek Capital Advisors provides discretionary investment management and advisory services primarily to high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm builds customized investment programs that blend active and passive strategies and offers access to both public and private market investments.

Kevin Keating is a CFA® charterholder with 15 years of industry experience. He has been with Mill Creek Capital Advisors, LLC since 2009. Mill Creek Capital Advisors, LLC provides discretionary investment management and advisory services primarily to high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm builds customized investment programs that blend active and passive strategies and serves as an adviser and sponsor of private funds, maintaining a client base concentrated among high-net-worth relationships.

Gretchen Regan is a CFA® charterholder with four years of industry experience. She is currently with Mill Creek Capital Advisors, LLC and has previously worked at Hotaling Investment Management, LLC, Chartwell Investment Partners, and J. Hilburn. Mill Creek Capital Advisors, LLC provides discretionary investment management and advisory services primarily to high-net-worth individuals, pooled investment vehicles, and institutional clients such as foundations, endowments, and pension plans. The firm builds customized investment programs using a blend of active and passive strategies, including private equity and credit exposures, and serves as an adviser and sponsor of private funds through a related entity.