Stephen Waltrich Email & Phone Number
Chief Operating Officer @ Mill Creek Capital Advisors
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Stephen Waltrich Location
- Philadelphia, PA, US
Stephen Waltrich Work
- 2018 -now Chief Operating Officer @
- 2015 -2017 Senior Vice President Operations @
- 2013 -2015 Director, Institutional Private Client @
- 2010 -2013 Director of Operations - Institutional Accounts @
- 2001 -2009 Operations Manager - Institutional Accounts @
- 1999 -2001 Operations Coordinator @
- 1997 -1999 Large Transaction Coordinator @
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
- Investment Strategies
- Settlement
- Account Reconciliation
- Middle Office
- Back Office
- Corporate Actions
- Emerging Markets
- Finance
- Bloomberg Terminal
- Prime Brokerage
- Bonds
- Fund Of Funds
- Trading
- Social Media
- Project Management
- Banking
- Customer Service
- Business Strategy
- Account Management
- Training
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
Joshua Gross
CEO and Principal
Conshohocken, PA, US
Michael Crook
Chief Investment Officer
Philadelphia, PA, US
Brian Maxwell
Principal
Pittsburgh, PA, US
Janina Horakova
Operations Analyst
Philadelphia, PA, US
Daniel Bradley
Manager of Private Investments
Philadelphia, PA, US
Adam Heller
Investment Officer
Philadelphia, PA, US
Christian Eisenbeiss
Managing Member
New York, United States
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