Mill Creek Partner Katie Poole Named Woman of Distinction

PHILADELPHIA, Nov. 19, 2018 /PRNewswire/ -- Mill Creek Capital Advisors partner and investment officer Katie Poole has been honored by the Philadelphia Business Journal as a 2018 Woman of Distinction. Poole was selected out of a record 300 nominations across multiple industries and professions for her exemplary professional achievement, dedication to mentorship and community involvement. 

"It's an honor to be selected, especially with so many incredible women nominated," says Poole. "Working hard and doing the right thing for our clients is what motivates me. It's empowering to have that recognized by the Philadelphia Business Journal and to work with colleagues that inspire and encourage me to go above and beyond for clients."

Poole's commitment to detail and her client-centric approach set her apart. Since joining Mill Creek in 2015, her financial acumen and attentiveness make her indispensable to clients and to her team. Poole has extensive expertise in estate and tax planning, as well as collaborative planning with clients' attorneys, accountants and other advisors.

Since 2006, Mill Creek has provided customized investment solutions and complex financial expertise to a range of high-net-worth private accounts and large-scale institutional clients. With decades of experience in financial services, Mill Creek advisors rely on the power of relationships and diverse financial knowledge to provide the highest level of service.

"Katie is a tremendous asset to have on our team. Her expansive financial expertise and meticulous client service provide incredible value to our clients," says Mill Creek Chief Executive Officer Josh Gross. "Katie's nomination reflects our larger commitment to delivering the best service to our clients."

Poole earned her bachelor's degree in accounting from The Pennsylvania State University and is a Certified Financial Planner^®. In addition to her work at Mill Creek, Poole serves as a valued advisor on the Smeal Business Council Alumni Board at Penn State and is involved with Smeal's mentorship program.

Read more about Poole's achievements here.

About Mill Creek Capital Advisors
Since 2006, Mill Creek Capital Advisors has provided investment advisory and asset management services for both families and institutions. Mill Creek oversees and manages customized investment portfolios that deliver individualized, goal-specific outcomes. As an independently owned and operated advisory organization, Mill Creek consistently earns the trust of clients by putting their needs first through a commitment to excellence and deep financial expertise. Learn more about Mill Creek, its people, its perspectives and its offerings by visiting MillCreekCap.com.

SOURCE Mill Creek Capital Advisors

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http://millcreekcap.com

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