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It serves 12 clients. Prior to joining Mill Creek, Rich was an Investment Officer with Hirtle, Callaghan & Co., where he worked with family, foundation, pension and endowment client relationships in the Mid-Atlantic region. In his role, Michael leads the firms Investment Strategy and Communications business units. Sam earned his Bachelor of Arts in international business from Rollins College. Rich serves as President and Chief Financial Officer of Mill Creek Capital Advisors, LLC and is a Principal of the firm. Mr. Wedo has a proven track record as a successful fortune 50 executive, entrepreneur, and turnaround CEO. Mr. Wedo has a proven track record as a successful fortune 50 executive, entrepreneur, and turnaround CEO. Copyright 2019 by InvestingReview.org / All Rights Reserved. He holds a Bachelor of Science degree from Widener University. He has previously held positions at Convergent Wealth Advisors and Goldman Sachs. Linking customized investment solutions and high-touch service, our team relishes the daily challenges that come with thinking holistically about clients finances. Mr. Droz was the primary lecturer during these programs, through which he instructed hundreds of seniors on sophisticated insurance strategies over the course of 2007 and 2008. We
However, we do not make the final investment decisions. But, if you construct a sound plan and follow some very important rules of investing - your results should always meet with your expectations. Mill Creek applies for Awards when it deems a potential Award to be of benefit to its business; other investment advisors typically also apply for the Awards, although Mill Creek has no way of knowing the number of other investment advisors applying. Eatery BMO Capital Markets, Business Partner, Commercial IT that meet the stated objectives, strategy and investment guidelines of each client. Michael serves as Chief Investment Officer of Mill Creek Capital Advisors, LLC and is a Principal of the firm. identifies investment opportunities typically in small-sized companies that have an exceptional idea, product or entrepreneurial leadership and which need capital to grow or develop their platforms. Previously, he was an Investment Consultant with Buck Consultants and PNC Bank. serves as a Client Service Analyst at Mill Creek Capital Advisors, LLC. Previously, he was President and CFO for a privately held development company. clients are not expected to offer redemption rights or liquidity to their investors. {"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout"}, {"uid": 42666262, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}. This field is for validation purposes and should be left unchanged. Sean is a graduate of the University of Notre Dame, is a Chartered Financial Analyst Charterholder, and has earned the Accredited Investment Fiduciary designation. Did you point DNS to the correct IP a, VICE PRESIDENT, ASSISTANT SECRETARY owns less than 5%, CFO, TREASURER, VICE PRESIDENT owns less than 5%, SOLE MANAGING MEMBER - 100% OWNER owns 75% or more, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, VICE PRESIDENT AND SECRETARY owns less than 5%, MANAGING MEMBER owns more than 50% but less than 75%. Endeavor, Grad. We cant help but help. Mr. Clapper has also been an executive officer of CMS Companies since 2008, beginning his tenure as controller and chief financial officer and later becoming a principal. Previously, A.J. In her role, Annie contributes her robust experience in portfolio management, financial and estate planning to help high net worth families and institutions make informed financial decisions. at Ovation Brands is headquartered in Greenville, South Carolina with a Corporate Support Center in Eagan, Minnesota. Katie is a member of the Finance Committee for Habitat for Humanity Philadelphia and she is also a member of the Investment Management Consultants Association (IMCA). Donna Rittershausen serves as the firms chief compliance officer, assisting the investment professionals in achieving the objectives of the company. information, see our registration & pricing policy. In her role, Rachel oversees the companys branding, marketing, and communications initiatives. Badoo, Executive Assistant / Tesco Magazine PM For more information, see our registration &
document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); No Offer of Securities-Disclosure of Interests. at Our independence means that there are no restrictions on the investment managers, strategies, or products that we can evaluate on behalf of our clients. stated above, there is some common ownership and/or control between the Firms owner
Rachel brings a dynamic background in integrated public relations to the firm. We look for investments
He is a member of the CFA Society of Philadelphia and New York and is a Chartered Financial Analyst Charterholder. You collect the passive income, without having to deal with the hassles of owning real estate. Student at TUM & Data Sc. He is responsible for managing the investment team, overseeing manager due diligence, and asset allocation decisions. Jill spent her early career as a consultant in organization design with Accenture. Rachel holds a Bachelor of Arts in Public Relations and Journalism from Seton Hall University. Please note: Search data is accumulated by 3rd party and refreshed once per day. All in the name of meeting institutional portfolio goals and helping sustain an institutional financial memory. Not just now, but across what they expect will be a very long-term professional relationship. Prior to joining MCCA, Bob spent five years at myCIO Wealth Partners, LLC providing high-quality financial counseling to senior corporate executives and successful entrepreneurs. Managing Director @ Mainline Capital Advisors, LLC Mainline Capital is led by Anthony Wedo, a highly successful leader in the restaurant industry. But, it certainly is a good indicator of at Ms. Huffman is responsible for strategic planning, talent recruitment, marketing programs, brand management and corporate sponsorships. at You can register for free
investment funds. The system had both company and franchise units totaling over 800 stores including 10,000 company employees and annual revenues in excess of $750 million. at It is mandatory to procure user consent prior to running these cookies on your website. Prior to joining Mill Creek, Gretchen served as an Investment Advisor with Hotaling Investment Management, LLC, a Registered Investment Advisor. Previously, Jennifer held roles in operations at Capital One, Brinker Capital and Nuveen Investments. Additionally, Nora serves as a member of the Board of Directors at CAIA Pennsylvania. Prior to joining MCCA, Stephen was the Director of Operations for SEI Investments. Additionally, he provides C level advisory services to professional equity and debt investors as well as boards of directors. Prior to joining MCCA, Adam spent two years as a private equity analyst at Graham Partners where he was responsible for evaluating investment opportunities and providing ongoing support for a number of Graham Partners portfolio companies. Prior to joining Mill Creek, Jennifer was a Trade Execution Representative and Portfolio Analyst at Bryn Mawr Trust, where she was responsible for monitoring and executing trades, fostering broker relationships and working with Investment Advisors to monitor and maintain modeled accounts, rebalance portfolios, and attend to strategy implementation. at We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. Neither Mill Creek nor any of its advisory personnel provide payments or other benefits to the ratings services and/or publication. here. Walter is a graduate of the University of North Carolina at Chapel Hill with a B.A. Mill Creeks investment philosophy embraces the idea that portfolio assets should be broadly diversified within and across asset classes and strategies. Josh co-founded and serves on the board of the Scarlet Knights Wrestling Club & Foundation, which supports The Rutgers University wrestling team. Our
She has been working as an Executive Assistant for over 12 years, 5 of those years where in a virtual capacity supporting many domestic and international clients. In this role he is responsible for client service, creating and implementing financial plans, and investment research. Bob serves as Vice President at Mill Creek Capital Advisors, LLC. from The University of Delaware and was honored in 2018 by the Universitys Horn Entrepreneurial initiative with the Blue Hen 17&43 Award, presented to University of Delaware leaders of fastest growing companies. The practice is primarily focused in the retail and restaurant industries and on the acquisition and/or turnaround of troubled assets. Eric holds both his Certified Financial Planner and Certified Plan Fiduciary Advisor designations, a Bachelors degree in Marketing from the University of Tampa and a Masters degree in Business Administration from the John Sykes School of Business at the University of Tampa. Before joining MCCA, Joan was a Senior Manager at The Vanguard Group where she spent 12 years as a Project Manager and Market Analyst for the High Net Worth Division. The Fund is backed by a network of likeminded strategic investors who have committed over $50 million. And with people, they can trust. at Mainline Capital is led by Anthony Wedo, a highly successful leader in the restaurant industry. Bablito Industries, Assistant Manager at ECCO Shoes 404 The site you were looking for couldn't be found. We also use third-party cookies that help us analyze and understand how you use this website. Whatever your goals for the future are, the better we understand them, the better we can provide the consistent, high-quality advice that can make them a reality.
Rich also spent a number of years as the Managing Partner of the Southeast Region for the Personal Financial Services group within Price Waterhouse, LLP. Additionally, she was responsible for researching equities for inclusion in the model portfolios. 10x your recruitment & sales conversations, Anthony Wedo's Willingness to Change Jobs, Work emails, personal emails, mobile numbers. TechHi Consultants, Sales & Marketing Strategist l Communicator l Leader At Mill Creek, we strive to always do right by our clients. Apple, I detest linkedin headlines. She holds the Chartered Alternative Investment Analyst (CAIA) designation. RAVE Restaurant Group, Inc. CEO at Flagship Restaurant Group Gretchen serves as Vice President and Relationship Manager at Mill Creek Capital Advisors, LLC. Michael is a frequent commentator and invited speaker in TV and print financial media, including Bloomberg, CNBC, the Wall Street Journal, Reuters, Barrons, and Business Insider. Heather serves as the Office Manager at Mill Creek Capital. here. use the cookies and to change your settings, see our
Prior to Schneider, John was Chief Compliance Officer of Context BH Capital Management and Chief Operating Officer for Context Asset Management. Ryan is a graduate of Bucknell University with a B.S. Walter serves on the Board of Collier Harvest, dedicated to feeding the hungry. estate, and (viii) interests in other investment funds such as private equity, buyout,
Gary Droz is a co-founder and the managing director of MainLine Private Wealth, directing the strategic initiatives of the firm. Jennifer brings a dynamic background in operations, reconciliation, and performance reporting to the firm. at Evaluation of long-term spending requirements, Ongoing liquidity and risk management, and. He was a member of the American and Pennsylvania Institutes of Certified Public Accountants, and until recently, maintained his CPA license in the Commonwealth of Pennsylvania. David is a past Vice Chair of the Board of Trustees of Rosemont College (Rosemont, PA) and currently serves on the Business Advisory Board of the school of business at Villanova University (Villanova, PA) as well as the Business Advisory Board of Elwyn Inc. Brian serves as an Investment Officer at Mill Creek Capital Advisors, LLC in the Pittsburgh, PA office and is a Principal of the firm. Prior to joining Mill Creek Capital, Paul was assistant operations manager at Hirtle, Callaghan & Co. and also served as Senior Trust Officer at Wilmington Trust for 12 years. at Meet a team thats developed deep domain expertise and vast capital networks. Jill serves as a Vice President at Mill Creek Capital Advisors, LLC spearheading client service and advising clients on investments, financial planning, and comprehensive wealth and estate planning. Josh serves on the Board and Investment Committees for The Albert Einstein Healthcare Network, Jewish Federation of Greater Philadelphia (Philadelphia, PA), The Philadelphia Orchestra and Westtown School (Westtown, PA). Some of our clients may be funds of funds, meaning that they invest in other
at Colleen is responsible for the firms daily accounting operations, including payroll, financial planning, and analysis, among other financial activities. So, how is it that one view of the world can be From November 2012 to July 2015 (2 years 9 months) Greenville, South CarolinaChairman, President and CEO @ New World Restaurant Group, Inc New World is a multi-brand, nation-wide fast-casual bagel and coffee business including Einstein's Bagels, Noah's Bagels and Coffee and Manhattan Bagels. is responsible for supporting client accounts and business development initiatives. Learn more about Mill Creeks investment principles through our weekly and quarterly capital markets perspectives, our proprietary capital markets research, our perspectives on private equity, and our thought leadership in industry and opinion elite publications. Mr. Romanelli serves as chief financial officer of MainLine Investment Partners, LLC. Before joining MCCA, David was an Investment Officer at Hirtle, Callaghan and Co. supervising strategic relationships. John graduated with his BS in Finance from La Salle University. Ryan serves as an Investment Officer at Mill Creek Capital Advisors, LLC. Comprehensive reporting and online access, Coordination with attorneys and accountants, and. He enjoys spending time with his family and playing competitive tennis and racquetball. Reach Hospitality Group, CEO/COO | Board Service | Turnaround Mgmt | Growth & Sales Strategies | Int'l Sales & Ops | Private Equity Advisory In her role she is responsible for implementing client functionality across various platforms. Pat serves as an Investment Officer at Mill Creek Capital Advisors, LLC and is a Principal of the firm. period) investment funds with capital committed by investors that usually is drawn down
Wilmington, DE 19807, Extraversion (E), Intuition (N), Feeling (F), Judging (J), There's 73% chance that Anthony Wedo is seeking for new opportunities, Associate Director | Market Access | National Sales Manager | Business Development | Marketing | Intellectual Property Additionally, he chairs the Investment Committee at Saint Pauls Episcopal Church in Chestnut Hill, Pennsylvania, which is responsible for oversight of the churchs endowment portfolio. Rich also serves on the firms Investment Committee. We work with high-net worth individuals and families to understand their values, concerns and objectives. at The markets have continued to All Rights Reserved. He is currently focused on the acquisition of small to mid-size businesses in the hospitality industry. Additionally, she serves on the Business Program Advisory Board at Harcum College. agreement or joint venture or other agreement negotiated directly with an investor. Director & CEO, CaNickel Mining Ltd. Earlier in his career, Andrew was a founding member of venture capital firm concentrating in emerging technologies from universities and research institutions. She has been at CMS Companies in various capacities since 1993 and is also associated with MainLine Investment Partners and its investment-related affiliates. In order to see private funds, you must be a registered user on our site. In order to view customized alerts for specific advisers, you must be a registered user on our site. options contracts on securities, (vii) various equity and debt interests in or secured by real
If we are to be She also lent her insights to business consulting strategies and budget plans for specific clients. In order to view news relating to specific advisers, you must be a registered user on our site. Kevin serves on the Steering, Finance and Investment Committees for The St. Lukes School in New York City. Jane Street, Senior Android Developer at Badoo Ms. Huffman received her Bachelor of Arts from Allegheny College, where she graduated cum laude and Master of Arts from Edinboro University of Pennsylvania, where she graduated summa cum laude. at Initially, she began her tenure at the company in operations before she transitioned to client experience, where she built and maintained strong relationships with key stakeholders and assisted in the new sponsor onboarding process for existing clients. Independent consultant in the ophthalmics manufacturing field Jaclyn graduated from West Chester University with a B.A. at Due to his extensive knowledge of our clients assets, accounts and our strategies and procedures, he is often the first point-of-contact for client-based inquires and requests. We bring passion and intellect to every aspect of our work, fostering deep and long-term relationships with a broad range of institutional and high-net-worth clients. Daniel serves as Manager of Private Investments at Mill Creek Capital Advisors, LLC. Our mission is to aggressively support our franchisees and thoughtfully grow our brands throughout the world. Prior to joining MCCA, Brian served as Area Vice President/Senior Consultant at Yanni Partners, working with foundation, pension, defined contribution, Taft-Hartley, and endowment client relationships across the country. worked at PNC Private Bank Hawthorn for two years, acting as an analyst for its private client base of high-net-worth families. Prior to joining MCCA, Sean served as a Senior Consultant at Gallagher Fiduciary Advisors for seventeen years, working with foundation, pension, defined contribution, Taft-Hartley, healthcare and endowment client relationships across the country. Approved, with a registration date of Oct 5, 2011. here. We primarily provide advice with respect to stock, equity securities and debt securities in
CEO at NRG Restaurant Group Copyright 2022 Main Line Financial Advisors, LLC. Team with an operationally focused capital partner. All in the name of providing well-informed guidance and peace of mind. Andrew holds an MBA from Columbia Business School and Bachelor of Science in Government from Georgetown University. Fierce Girl Fitness, Purchaser na Inform Interiors Prior to joining Mill Creek, Jennifer served as a Senior Portfolio Analyst at Mainline Private Wealth, where she was responsible for investment analysis, client reporting and financial planning. John, a Director at Chenery Compliance Group, serves as Chief Compliance Officer of Mill Creek Capital Advisors, LLC. He is responsible for portfolio analysis, client reporting, investment analysis, market research and financial planning. They have been radically altered by the events that led to the near melt down of our banking industry. Brian is a graduate of Bowling Green State University, is a Chartered Financial Analyst Charter holder, and has earned the Accredited Investment Fiduciary designation. Josh serves as Chief Executive Officer of Mill Creek Capital Advisors, LLC. and an MBA from Widener University. at pricing policy. In 2014-2018, Josh has been named in Barrons Magazine Top 1200 Financial Advisor ranking, which honors the top 1% of investment advisors nationwide. the Firms owner and the general partners or managers of those
Sean serves as an Investment Officer at Mill Creek Capital Advisors, LLC in the Pittsburgh, PA office. Comprised of a family of businesses, MainLine Investment Partners is involved in the control, operation and/or ownership of MainLine Private Wealth, LLC, MainLine Investment Advisers, LLC, Merion Realty Partners and MainLine Securities LLC. He previously worked at Federated Investors. Rich is a member of the Philadelphia Estate Planning Council. at Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. at at |. Not only does this make them more lucrative investments, but it reduces the risk as well. Investment Management and Advisory Services .. Main Line Capital Management serves clients from offices based in Buffalo and Amherst, New York. Cynthia graduated from Bryn Mawr College with a Bachelor of Arts in Spanish. Cynthia serves as a Client Service Analyst at Mill Creek Capital Advisors, LLC. In her role, she supports the companys commitment to excellence, working closely with management to achieve business objectives and generate client deliverables. In other words, we
Did you add this domain to your install? at in accounting and finance from Saint Josephs University. With over 18,000 employees and $900 million in revenues, Ovation Brands is a leader in its segment. By registering on our site, you will have access to additional pages and functionality such as our searchable
Michael serves as an Investment Officer of Mill Creek Capital Advisors, LLC and is a Principal of the firm. All rights reserved. Mr. Wedo has a proven track record as a successful fortune 50 executive, entrepreneur, and turnaround CEO. He holds the designations of Chartered Financial Analyst and Chartered Alternative Investment Analyst. Anthony Wedo works for Mainline Capital Advisors, LLC. Sam serves as Managing Director of Investments at Mill Creek Capital Advisors, LLC. be closed-end (meaning they do not accept additional subscribers after a stated offering
We may also offer advice with respect to a
Jill also worked at The Wharton School as a lecturer in the MBA communications department teaching seminars on business presentation skills and negotiations. In an industry where expertise is the price of entry and objectivity a distinct advantage, trust must be earned. Jennifer holds a Bachelor of Science in Finance and Accounting from Drexel University and she is a Level III CFA Candidate. He has also served on the board of Natural Lands Trust, an organization that preserves open space and cares for nature. CYC Design Corp, Talent Acquisition Partner At CGI-Partenaire Acquisition de talents By subscribing to our site, you will have access to all data in our database, with export capability. Novartis, Experienced Keynote Speaker | Self Esteem Architect Helping Professionals be exceptional Speakers Tiana is the Executive Assistant to theChief Executive Officer. Mill Creek was founded in 2006 with a determination to provide informed, unbiased, and customized advice to help clients achieve their financial goals. She is also the Executive Assistant for a member on our board. http://www.youtube.com/watch?v=sBsi5FGbY2Y. Bill Landman is a co-founding and controlling member of MainLine Investment Partners, LLC. From 1997 to 1999 (2 years) Division Vice President and General Manager @ PepsiCo/KFC Mr. Wedo was responsible for over 1,200 company and franchise stores generating some $1.0B in sales with 7,000 employees spanning 15 southeastern states for the KFC brand. Copyright 2022 Mill Creek Capital Advisors, LLC. InvestingReview.org does not provide investment advice. Mainline Capital is led by Anthony Wedo, a highly successful leader in the restaurant industry. We honor that trust with an unrelenting commitment to always do whats right for our clients. in economics from Lafayette College, a J.D. Jennifer graduated from Gwynedd Mercy University with a Bachelor of Business Administration in Finance. This website uses cookies so that we can provide you with a better user experience. Comprised of a family of businesses, MainLine Investment Partners is involved in the control, operation and/or ownership of MainLine Private Wealth, LLC, MainLine Investment Advisers, LLC, Merion Realty Partners and MainLine Securities LLC. ECCO Shoes, Pole Instructor at Fierce Girl Fitness Avoid Fraud, Get The Facts, And Find The Best. He currently volunteers as a mentor for veterans and college students. Creation and implementation of a customized investment portfolio. at In this role, he was responsible for the Middle Office Operations in the Investment Manager Services division. He is currently focused on the acquisition of small to mid-size businesses in the hospitality industry. As the chief executive principal of the first three, Mr. Landman directs all investment, management and strategic initiatives of the organization. in economics and an MBA from UNCs Kenan-Flagler School of Business. The trademarks "Mill Creek," "Mill Creek Capital," and "Mill Creek Capital Advisors" are the exclusive property of Mill Creek Capital Advisors, LLC, are registered with the U.S. Patent and Trademark Office, and may not be used without permission. In her role, Meaghan is responsible for supporting client accounts and business development initiatives. All information provided on this website is provided without warranty and for informational purposes only. He also serves on the Finance, Audit and Property, Planning and Program Committees for Germantown Academy and has served as Chair of the Board of Trustees for the Claneil Foundation, a family foundation committed to improving the health of families and communities based in Plymouth Meeting, PA. We honor clients trust in our capabilities and in our integrity with our hands-on, team-based approach to providing them with customized investment and financial advice. here. We are excited to share our latest investment opportunities with you. Suite 300 In order to see service providers, you must be a registered user on our site. graduated from the University of Dayton with a bachelors degree in accounting and finance. (a) Individuals (other than high net worth individuals), (b) Individuals (high net worth individuals), (i) State or municipal government entities, (l) Sovereign wealth funds and foreign official institutions, (m) Corporations or other businesses not listed above. Merck, Software Developer at nventive in business administration and earned his MBA from the Kelley School of Business at Indiana University. It serves 12 clients. Prior to joining Mill Creek, Rich was an Investment Officer with Hirtle, Callaghan & Co., where he worked with family, foundation, pension and endowment client relationships in the Mid-Atlantic region. In his role, Michael leads the firms Investment Strategy and Communications business units. Sam earned his Bachelor of Arts in international business from Rollins College. Rich serves as President and Chief Financial Officer of Mill Creek Capital Advisors, LLC and is a Principal of the firm. Mr. Wedo has a proven track record as a successful fortune 50 executive, entrepreneur, and turnaround CEO. Mr. Wedo has a proven track record as a successful fortune 50 executive, entrepreneur, and turnaround CEO. Copyright 2019 by InvestingReview.org / All Rights Reserved. He holds a Bachelor of Science degree from Widener University. He has previously held positions at Convergent Wealth Advisors and Goldman Sachs. Linking customized investment solutions and high-touch service, our team relishes the daily challenges that come with thinking holistically about clients finances. Mr. Droz was the primary lecturer during these programs, through which he instructed hundreds of seniors on sophisticated insurance strategies over the course of 2007 and 2008. We
However, we do not make the final investment decisions. But, if you construct a sound plan and follow some very important rules of investing - your results should always meet with your expectations. Mill Creek applies for Awards when it deems a potential Award to be of benefit to its business; other investment advisors typically also apply for the Awards, although Mill Creek has no way of knowing the number of other investment advisors applying. Eatery BMO Capital Markets, Business Partner, Commercial IT that meet the stated objectives, strategy and investment guidelines of each client. Michael serves as Chief Investment Officer of Mill Creek Capital Advisors, LLC and is a Principal of the firm. identifies investment opportunities typically in small-sized companies that have an exceptional idea, product or entrepreneurial leadership and which need capital to grow or develop their platforms. Previously, he was an Investment Consultant with Buck Consultants and PNC Bank. serves as a Client Service Analyst at Mill Creek Capital Advisors, LLC. Previously, he was President and CFO for a privately held development company. clients are not expected to offer redemption rights or liquidity to their investors. {"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout"}, {"uid": 42666262, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}. This field is for validation purposes and should be left unchanged. Sean is a graduate of the University of Notre Dame, is a Chartered Financial Analyst Charterholder, and has earned the Accredited Investment Fiduciary designation. Did you point DNS to the correct IP a, VICE PRESIDENT, ASSISTANT SECRETARY owns less than 5%, CFO, TREASURER, VICE PRESIDENT owns less than 5%, SOLE MANAGING MEMBER - 100% OWNER owns 75% or more, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, VICE PRESIDENT AND SECRETARY owns less than 5%, MANAGING MEMBER owns more than 50% but less than 75%. Endeavor, Grad. We cant help but help. Mr. Clapper has also been an executive officer of CMS Companies since 2008, beginning his tenure as controller and chief financial officer and later becoming a principal. Previously, A.J. In her role, Annie contributes her robust experience in portfolio management, financial and estate planning to help high net worth families and institutions make informed financial decisions. at Ovation Brands is headquartered in Greenville, South Carolina with a Corporate Support Center in Eagan, Minnesota. Katie is a member of the Finance Committee for Habitat for Humanity Philadelphia and she is also a member of the Investment Management Consultants Association (IMCA). Donna Rittershausen serves as the firms chief compliance officer, assisting the investment professionals in achieving the objectives of the company. information, see our registration & pricing policy. In her role, Rachel oversees the companys branding, marketing, and communications initiatives. Badoo, Executive Assistant / Tesco Magazine PM For more information, see our registration &
document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); No Offer of Securities-Disclosure of Interests. at Our independence means that there are no restrictions on the investment managers, strategies, or products that we can evaluate on behalf of our clients. stated above, there is some common ownership and/or control between the Firms owner
Rachel brings a dynamic background in integrated public relations to the firm. We look for investments
He is a member of the CFA Society of Philadelphia and New York and is a Chartered Financial Analyst Charterholder. You collect the passive income, without having to deal with the hassles of owning real estate. Student at TUM & Data Sc. He is responsible for managing the investment team, overseeing manager due diligence, and asset allocation decisions. Jill spent her early career as a consultant in organization design with Accenture. Rachel holds a Bachelor of Arts in Public Relations and Journalism from Seton Hall University. Please note: Search data is accumulated by 3rd party and refreshed once per day. All in the name of meeting institutional portfolio goals and helping sustain an institutional financial memory. Not just now, but across what they expect will be a very long-term professional relationship. Prior to joining MCCA, Bob spent five years at myCIO Wealth Partners, LLC providing high-quality financial counseling to senior corporate executives and successful entrepreneurs. Managing Director @ Mainline Capital Advisors, LLC Mainline Capital is led by Anthony Wedo, a highly successful leader in the restaurant industry. But, it certainly is a good indicator of at Ms. Huffman is responsible for strategic planning, talent recruitment, marketing programs, brand management and corporate sponsorships. at You can register for free
investment funds. The system had both company and franchise units totaling over 800 stores including 10,000 company employees and annual revenues in excess of $750 million. at It is mandatory to procure user consent prior to running these cookies on your website. Prior to joining Mill Creek, Gretchen served as an Investment Advisor with Hotaling Investment Management, LLC, a Registered Investment Advisor. Previously, Jennifer held roles in operations at Capital One, Brinker Capital and Nuveen Investments. Additionally, Nora serves as a member of the Board of Directors at CAIA Pennsylvania. Prior to joining MCCA, Stephen was the Director of Operations for SEI Investments. Additionally, he provides C level advisory services to professional equity and debt investors as well as boards of directors. Prior to joining MCCA, Adam spent two years as a private equity analyst at Graham Partners where he was responsible for evaluating investment opportunities and providing ongoing support for a number of Graham Partners portfolio companies. Prior to joining Mill Creek, Jennifer was a Trade Execution Representative and Portfolio Analyst at Bryn Mawr Trust, where she was responsible for monitoring and executing trades, fostering broker relationships and working with Investment Advisors to monitor and maintain modeled accounts, rebalance portfolios, and attend to strategy implementation. at We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. Neither Mill Creek nor any of its advisory personnel provide payments or other benefits to the ratings services and/or publication. here. Walter is a graduate of the University of North Carolina at Chapel Hill with a B.A. Mill Creeks investment philosophy embraces the idea that portfolio assets should be broadly diversified within and across asset classes and strategies. Josh co-founded and serves on the board of the Scarlet Knights Wrestling Club & Foundation, which supports The Rutgers University wrestling team. Our
She has been working as an Executive Assistant for over 12 years, 5 of those years where in a virtual capacity supporting many domestic and international clients. In this role he is responsible for client service, creating and implementing financial plans, and investment research. Bob serves as Vice President at Mill Creek Capital Advisors, LLC. from The University of Delaware and was honored in 2018 by the Universitys Horn Entrepreneurial initiative with the Blue Hen 17&43 Award, presented to University of Delaware leaders of fastest growing companies. The practice is primarily focused in the retail and restaurant industries and on the acquisition and/or turnaround of troubled assets. Eric holds both his Certified Financial Planner and Certified Plan Fiduciary Advisor designations, a Bachelors degree in Marketing from the University of Tampa and a Masters degree in Business Administration from the John Sykes School of Business at the University of Tampa. Before joining MCCA, Joan was a Senior Manager at The Vanguard Group where she spent 12 years as a Project Manager and Market Analyst for the High Net Worth Division. The Fund is backed by a network of likeminded strategic investors who have committed over $50 million. And with people, they can trust. at Mainline Capital is led by Anthony Wedo, a highly successful leader in the restaurant industry. Bablito Industries, Assistant Manager at ECCO Shoes 404 The site you were looking for couldn't be found. We also use third-party cookies that help us analyze and understand how you use this website. Whatever your goals for the future are, the better we understand them, the better we can provide the consistent, high-quality advice that can make them a reality.
It serves 12 clients. Prior to joining Mill Creek, Rich was an Investment Officer with Hirtle, Callaghan & Co., where he worked with family, foundation, pension and endowment client relationships in the Mid-Atlantic region. In his role, Michael leads the firms Investment Strategy and Communications business units. Sam earned his Bachelor of Arts in international business from Rollins College. Rich serves as President and Chief Financial Officer of Mill Creek Capital Advisors, LLC and is a Principal of the firm. Mr. Wedo has a proven track record as a successful fortune 50 executive, entrepreneur, and turnaround CEO. Mr. Wedo has a proven track record as a successful fortune 50 executive, entrepreneur, and turnaround CEO. Copyright 2019 by InvestingReview.org / All Rights Reserved. He holds a Bachelor of Science degree from Widener University. He has previously held positions at Convergent Wealth Advisors and Goldman Sachs. Linking customized investment solutions and high-touch service, our team relishes the daily challenges that come with thinking holistically about clients finances. Mr. Droz was the primary lecturer during these programs, through which he instructed hundreds of seniors on sophisticated insurance strategies over the course of 2007 and 2008. We
However, we do not make the final investment decisions. But, if you construct a sound plan and follow some very important rules of investing - your results should always meet with your expectations. Mill Creek applies for Awards when it deems a potential Award to be of benefit to its business; other investment advisors typically also apply for the Awards, although Mill Creek has no way of knowing the number of other investment advisors applying. Eatery BMO Capital Markets, Business Partner, Commercial IT that meet the stated objectives, strategy and investment guidelines of each client. Michael serves as Chief Investment Officer of Mill Creek Capital Advisors, LLC and is a Principal of the firm. identifies investment opportunities typically in small-sized companies that have an exceptional idea, product or entrepreneurial leadership and which need capital to grow or develop their platforms. Previously, he was an Investment Consultant with Buck Consultants and PNC Bank. serves as a Client Service Analyst at Mill Creek Capital Advisors, LLC. Previously, he was President and CFO for a privately held development company. clients are not expected to offer redemption rights or liquidity to their investors. {"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout"}, {"uid": 42666262, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}. This field is for validation purposes and should be left unchanged. Sean is a graduate of the University of Notre Dame, is a Chartered Financial Analyst Charterholder, and has earned the Accredited Investment Fiduciary designation. Did you point DNS to the correct IP a, VICE PRESIDENT, ASSISTANT SECRETARY owns less than 5%, CFO, TREASURER, VICE PRESIDENT owns less than 5%, SOLE MANAGING MEMBER - 100% OWNER owns 75% or more, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, VICE PRESIDENT AND SECRETARY owns less than 5%, MANAGING MEMBER owns more than 50% but less than 75%. Endeavor, Grad. We cant help but help. Mr. Clapper has also been an executive officer of CMS Companies since 2008, beginning his tenure as controller and chief financial officer and later becoming a principal. Previously, A.J. In her role, Annie contributes her robust experience in portfolio management, financial and estate planning to help high net worth families and institutions make informed financial decisions. at Ovation Brands is headquartered in Greenville, South Carolina with a Corporate Support Center in Eagan, Minnesota. Katie is a member of the Finance Committee for Habitat for Humanity Philadelphia and she is also a member of the Investment Management Consultants Association (IMCA). Donna Rittershausen serves as the firms chief compliance officer, assisting the investment professionals in achieving the objectives of the company. information, see our registration & pricing policy. In her role, Rachel oversees the companys branding, marketing, and communications initiatives. Badoo, Executive Assistant / Tesco Magazine PM For more information, see our registration &
document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); No Offer of Securities-Disclosure of Interests. at Our independence means that there are no restrictions on the investment managers, strategies, or products that we can evaluate on behalf of our clients. stated above, there is some common ownership and/or control between the Firms owner
Rachel brings a dynamic background in integrated public relations to the firm. We look for investments
He is a member of the CFA Society of Philadelphia and New York and is a Chartered Financial Analyst Charterholder. You collect the passive income, without having to deal with the hassles of owning real estate. Student at TUM & Data Sc. He is responsible for managing the investment team, overseeing manager due diligence, and asset allocation decisions. Jill spent her early career as a consultant in organization design with Accenture. Rachel holds a Bachelor of Arts in Public Relations and Journalism from Seton Hall University. Please note: Search data is accumulated by 3rd party and refreshed once per day. All in the name of meeting institutional portfolio goals and helping sustain an institutional financial memory. Not just now, but across what they expect will be a very long-term professional relationship. Prior to joining MCCA, Bob spent five years at myCIO Wealth Partners, LLC providing high-quality financial counseling to senior corporate executives and successful entrepreneurs. Managing Director @ Mainline Capital Advisors, LLC Mainline Capital is led by Anthony Wedo, a highly successful leader in the restaurant industry. But, it certainly is a good indicator of at Ms. Huffman is responsible for strategic planning, talent recruitment, marketing programs, brand management and corporate sponsorships. at You can register for free
investment funds. The system had both company and franchise units totaling over 800 stores including 10,000 company employees and annual revenues in excess of $750 million. at It is mandatory to procure user consent prior to running these cookies on your website. Prior to joining Mill Creek, Gretchen served as an Investment Advisor with Hotaling Investment Management, LLC, a Registered Investment Advisor. Previously, Jennifer held roles in operations at Capital One, Brinker Capital and Nuveen Investments. Additionally, Nora serves as a member of the Board of Directors at CAIA Pennsylvania. Prior to joining MCCA, Stephen was the Director of Operations for SEI Investments. Additionally, he provides C level advisory services to professional equity and debt investors as well as boards of directors. Prior to joining MCCA, Adam spent two years as a private equity analyst at Graham Partners where he was responsible for evaluating investment opportunities and providing ongoing support for a number of Graham Partners portfolio companies. Prior to joining Mill Creek, Jennifer was a Trade Execution Representative and Portfolio Analyst at Bryn Mawr Trust, where she was responsible for monitoring and executing trades, fostering broker relationships and working with Investment Advisors to monitor and maintain modeled accounts, rebalance portfolios, and attend to strategy implementation. at We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. Neither Mill Creek nor any of its advisory personnel provide payments or other benefits to the ratings services and/or publication. here. Walter is a graduate of the University of North Carolina at Chapel Hill with a B.A. Mill Creeks investment philosophy embraces the idea that portfolio assets should be broadly diversified within and across asset classes and strategies. Josh co-founded and serves on the board of the Scarlet Knights Wrestling Club & Foundation, which supports The Rutgers University wrestling team. Our
She has been working as an Executive Assistant for over 12 years, 5 of those years where in a virtual capacity supporting many domestic and international clients. In this role he is responsible for client service, creating and implementing financial plans, and investment research. Bob serves as Vice President at Mill Creek Capital Advisors, LLC. from The University of Delaware and was honored in 2018 by the Universitys Horn Entrepreneurial initiative with the Blue Hen 17&43 Award, presented to University of Delaware leaders of fastest growing companies. The practice is primarily focused in the retail and restaurant industries and on the acquisition and/or turnaround of troubled assets. Eric holds both his Certified Financial Planner and Certified Plan Fiduciary Advisor designations, a Bachelors degree in Marketing from the University of Tampa and a Masters degree in Business Administration from the John Sykes School of Business at the University of Tampa. Before joining MCCA, Joan was a Senior Manager at The Vanguard Group where she spent 12 years as a Project Manager and Market Analyst for the High Net Worth Division. The Fund is backed by a network of likeminded strategic investors who have committed over $50 million. And with people, they can trust. at Mainline Capital is led by Anthony Wedo, a highly successful leader in the restaurant industry. Bablito Industries, Assistant Manager at ECCO Shoes 404 The site you were looking for couldn't be found. We also use third-party cookies that help us analyze and understand how you use this website. Whatever your goals for the future are, the better we understand them, the better we can provide the consistent, high-quality advice that can make them a reality.