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Pat Burke

Pat Burke is a Partner at Mill Creek Capital Advisors, LLC and a member of the firm's Investment Committee.1 He advises clients on investment policy, develops and implements investment and financial planning recommendations, and works closely with clients' other advisors to ensure their goals are met comprehensively.12

Prior to joining Mill Creek, Pat was the national practice leader for Vanguard's non-profit business, where he led the team responsible for providing wealth management services to Vanguard's highest-net-worth clients.12 He has over 25 years of experience in investment consulting and analysis for individual and institutional clients.1

Pat holds several professional certifications, including:

  • Certified Financial Planner (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA) Charterholder123

He received his education from prestigious institutions:

  • M.B.A. from the University of Pennsylvania's Wharton School of Business
  • M.S. in Taxation from Villanova University
  • B.S. in Accounting and Finance from Saint Joseph's University1

Pat is actively involved in community service, serving as:

  • Chairman Emeritus of the Board for Children's Scholarship Fund of Philadelphia
  • Board member and Chairman Emeritus for Dunwoody Village, a continuing-care retirement community12

His LinkedIn profile confirms his role and credentials, matching the information provided in other sources.3

Highlights

Jan 9 · advisor.ml.com
Patrick Burke - Financial Advisor in Alexandria, VA 22314 | Merrill
Patrick J. Burke - Children's Scholarship Fund Philadelphia
Oct 1 · millcreek.com
Our Team | Mill Creek Capital Advisors
Our Team | Mill Creek Capital Advisors
Patrick J. Burke - Concentric Wealth Management
Patrick Burke - Stenner Wealth Partners+

Related Questions

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Pat Burke
Pat Burke, photo 1
Pat Burke, photo 2
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Location

Greater Philadelphia Area