Stephen Waltrich Location
Philadelphia, PA, US
Stephen Waltrich Work
- 2018 - now Chief Operating Officer @ Mill Creek Capital Advisors
- 2015 - 2017 Senior Vice President Operations @ Mill Creek Capital Advisors
- 2013 - 2015 Director, Institutional Private Client @ SEI
- 2010 - 2013 Director of Operations - Institutional Accounts @ Turner Investments, LLC
- 2001 - 2009 Operations Manager - Institutional Accounts @ Turner Investments, LLC
- 1999 - 2001 Operations Coordinator @ Turner Investments, LLC
- 1997 - 1999 Large Transaction Coordinator @ Vanguard
Stephen Waltrich Education
- La Salle University
MBA (Finance)
1998 - 2001 - Penn State University
BS (Business Logistics)
1993 - 1997 - Archbishop Wood High School
Stephen Waltrich Skills
- Equities
- Bloomberg
- Investments
- Securities
- Hedge Funds
- Series 7
- Mutual Funds
- Alternative Investments
- Financial Services
- Investment Management
Stephen Waltrich Summary
Stephen Waltrich, based in Philadelphia, PA, US, is currently a Chief Operating Officer at Mill Creek Capital Advisors, LLC. Stephen Waltrich brings experience from previous roles at Mill Creek Capital Advisors, LLC, SEI and Turner Investment Partners. Stephen Waltrich holds a 1998 - 2001 MBA in Finance @ La Salle University. With a robust skill set that includes Equities, Bloomberg, Investments, Securities, Hedge Funds and more. Stephen Waltrich has 5 emails and 1 mobile phone numbers on RocketReach.
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Top Mill Creek Capital Advisors Employees
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Gretchen Regan
Vice President, Relationship Manager at Mill Creek Capital Advisors
Conshohocken, PA, US25+ -
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Brian Maxwell
Principal at Mill Creek Capital Advisors
Pittsburgh, PA, US25 -
Tyson Thrush
Client Manager at Mill Creek Capital Advisors
Conshohocken, PA, US12 -
Mike Gordon
Director at Mill Creek Capital Advisors
Philadelphia, PA, US11
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