President And Chief Financial Officer@ Mill Creek Capital Advisors
Conshohocken, Pennsylvania, United States
Rich Lunsford
GET FULL PROFILE 
Alfred Lerner College of Business & Economics at University of Delaware
Real-Time AI Research
FlashIntel GPT
Tell me more about Rich Lunsford?
FlashIntel GPTRich Lunsford is a highly experienced professional with 24.3 years of work experience in the financial services industry. He has a strong background in asset management, equities, alternative investments, and financial analysis. Rich has held various leadership positions at Mill Creek Capital Advisors, including President and Chief Financial Officer. He also served as the Chief Operating Officer and COO of the company. With a focus on portfolio management and wealth management, Rich has a proven track record in strategic planning and business development. He is currently based in Conshohocken, Pennsylvania.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
Work Experience
President And Chief Financial Officer
Chief Operating Officer
Chief Operating Officer
Financial Services
Rich Lunsford's Professional Milestones
- Investment Officer (2005-12-01~2006-08-01): Identifying and providing strategic investment opportunities to support organizational growth and achieve financial stability.
- Chief Operating Officer (2006-10-01~): Optimized operational efficiency through streamlined processes and optimized planning and implementation.
Education
Business Administration
1995-1999Skill
Asset Management
Equities
Alternative Investments
Investments
Fixed Income
Financial Analysis
Portfolio Management
Series 7
Hedge Funds
Mutual Funds
Asset Allocation
Management
Wealth Management
Securities
Capital Markets
Financial Services
Risk Management
Business Development
Series 63
Private Equity
Strategic Planning
Bloomberg
Financial Modeling
Fund Of Funds
Insurance
Contract Negotiation
Due Diligence
Investment Strategies
Relationship Management
Derivatives
Investment Advisory
Investment Management
Trading
Strategy
Vendor Management
New Business Development
Financial Markets
Valuation
Certification
Colleagues
Joshua Gross
Chief Executive Officer Principal
Michael Crook
Chief Investment Officer
Robert M. Asklar Jr., CFP®
vice president at mill creek capital advisors llc
Stephen Waltrich
Chief Operating Officer
Tom Chapin
Chief Investment Officer
Other Named Rich Lunsford
Frequently asked questions
We found 2 Rich Lunsford's email addresses
We found 1 Rich Lunsford's phone numbers
Rich Lunsford's social media include: Linkedin,
Rich Lunsford works for Mill Creek Capital Advisors
Rich Lunsford's role in Mill Creek Capital Advisors is President And Chief Financial Officer
Rich Lunsford works in the industry of Financial Services
Rich Lunsford's colleagues are Joshua Gross,Michael Crook,Robert M. Asklar Jr., CFP®
Rich Lunsford's latest job experience is President And Chief Financial Officer at Mill Creek Capital Advisors
Rich Lunsford's latest education in Alfred Lerner College of Business & Economics at University of Delaware
