Adam Heller

Adam Heller, CFP®, serves as an Investment Officer at Mill Creek Capital Advisors in the Philadelphia area, where he is responsible for advising clients on investment policy development, portfolio implementation, and ongoing investment strategy management. In his current role, Adam works directly with high-net-worth individuals, families, and institutional investors to create tailored asset allocation solutions, leveraging both active and passive investment strategies across global public and private markets. His expertise spans equity, fixed income, and alternative asset classes—including hedge funds and private equity—ensuring portfolios align with clients’ risk tolerance, liquidity needs, and long-term objectives.

Adam began his career at Graham Partners as an Analyst, gaining foundational experience in private equity before joining Mill Creek Capital Advisors in 2018 as an Investment Analyst. He was promoted to Investment Officer in 2023, reflecting his strong analytical skills and deep knowledge of manager due diligence, investment policy statement design, and strategic asset allocation.

Adam holds a Bachelor of Science in Finance from the University of Florida’s Warrington College of Business Administration, and he is a Certified Financial Planner™ professional. He is recognized for his commitment to client-focused solutions and fiduciary responsibilities, contributing to Mill Creek’s reputation as a leading independent investment advisory firm with over $8 billion in assets under management.