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Brian Maxwell

Principal at Mill Creek Capital Advisors, LLC

Pittsburgh, PA , United States

About

Brian Maxwell, CFA, AIF®, is a Principal at Mill Creek Capital Advisors, LLC, based in Pittsburgh, PA, where he co-leads the development and execution of customized investment programs for institutional and high-net-worth clients. In this capacity, he focuses on strategic asset allocation, manager selection, and ongoing portfolio monitoring across a broad range of asset classes, including traditional equities and fixed income, as well as alternative investments such as private equity and hedge funds.

Prior to joining Mill Creek in 2010, Brian held senior investment advisory roles, including Area Vice President at Yanni Partners (1999–2010) and Investment Consultant at Buck Consultants (1994–1999), where he specialized in multi-asset portfolio construction and fiduciary consulting for pension funds, endowments, and retirement plans. His expertise encompasses institutional investing, risk management, and the implementation of best practices for governance and oversight in investment programs.

Brian holds a Bachelor of Science in Business Administration with a concentration in Finance from Bowling Green State University. He is a CFA charterholder and Accredited Investment Fiduciary® (AIF®), underscoring his commitment to professional excellence and ethical standards in investment management. Throughout his career, Brian has contributed to robust investment governance frameworks and innovative portfolio solutions tailored to the unique goals of sophisticated investors.

Career History

OrganizationRoleDate RangeDetails
Mill Creek Capital Advisors, LLCPrincipalDec 2010 to Present
Yanni PartnersArea Vice PresidentNov 1999 to Nov 2010
Buck ConsultantsInvestment ConsultantNov 1994 to Nov 1999
PNC BankInvestment ConsultantNov 1990 to Nov 1994

Education

Bowling Green State University

Bachelor Of Science In Business Administration, Finance

1984 1988

Skills & Expertise

Asset Management
Portfolio Management
Asset Allocation
Investments
Fixed Income
Alternative Investments
Equities
Risk Management
Series 7
Financial Modeling
Investment Management
Securities
Hedge Funds
Mutual Funds
Investment Strategies

Others at Mill Creek Capital Advisors, LLC (8)

NameRoleLocation
Andrew Murray
Andrew Murray
Private Equity, Mill Creek CapitalPhiladelphia, PA , United States
Katie Thomas
Katie Thomas
PrincipalPhiladelphia, PA , United States
K
Kevin Keating
PrincipalAspen, CO , United States
M
Michael Crook
Chief Investment OfficerNew York, NY , United States
Sean Bannon
Sean Bannon
Investment Officer and Vice PresidentPittsburgh, PA , United States
Shilpa Singh
Shilpa Singh
AnalystCoatesville, PA , United States
W
Walter Harris
Principal and Investment OfficerNaples, FL , United States
Adam Heller
Adam Heller
Investment OfficerPhiladelphia, PA , United States

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