Katie Poole
- Role
- Principal at Mill Creek Capital Advisors
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Principal
Dec 2015 — Present
Click to edit position Mill Creek Capital Advisors (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. Specialties: We serve as an outsourced chief investment officer for families, foundations, endowments & pension plans.
Skills
- Series 7
- Asset Allocation
- Wealth Management
- Banking
- Investment Management
- Finance
- Hedge Funds
- Mutual Funds
- Fixed Income
- Equities
- Alternative Investments
- Investments
- Loans
- Portfolio Management
- Financial Advisory
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.