Sam McFall is a Managing Director of Investments with Mill Creek Capital Advisors. Mill Creek was founded in 2006 to provide customized advice to help clients achieve their financial goals. The firm serves over 300 families and institutions as an independent, fully staffed investment office, managing over $8 billion of assets on their behalf.
Sam takes the Dakota Live! team in this special edition episode through Mill Creek’s approach to manager research and selection and what a potential client partnership looks like with their firm. Join us as we come to better understand Mill Creek and their allocation to various asset classes and investment strategies.
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Sam serves as Managing Director of Investments at Mill Creek Capital Advisors, LLC.
Before joining the team at MCCA, Sam spent three years at Pitcairn as a Senior Research Analyst with primary research coverage of liquid alternatives and real assets strategies. Sam has previously held various positions within Delaware Investments, Brinker Capital, and The Bryn Mawr Trust Company.
Sam earned his Bachelor of Arts in international business from Rollins College. He holds the designation of Chartered Financial AnalystTM and Chartered Alternative Investment Analyst. Sam is a member of the CFA Institute, the CFA Society of Philadelphia, and the CAIA Association. Additionally, he chairs the Investment Committee at Saint Paul’s Episcopal Church in Chestnut Hill, Pennsylvania, responsible for oversight of the church’s endowment portfolio.
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