Katie Thomas

Katie Thomas is a Principal and Investment Manager at Mill Creek Capital Advisors, LLC, based in Philadelphia, PA. In her current role, she is responsible for developing customized investment strategies and asset allocation plans for high-net-worth individuals, institutional clients, pension funds, and endowments. She plays a key part in portfolio construction, manager selection, and the ongoing supervision of specialist investment managers across multi-asset class portfolios.

Her expertise spans public equities, fixed income, private equity, hedge funds, and alternative investments, with a focus on tailoring investment policies to client needs including liquidity, tax considerations, and risk parameters. Katie oversees strategies involving both discretionary and non-discretionary portfolios, often incorporating private partnerships, venture capital, and leveraged investments as part of her diversified approach.

Katie began her career in investment advisory at Bank of America as Vice President, Premier Banking and Investments (2004–2008), and transitioned to Mill Creek in 2012 where she advanced from Vice President to Principal. She holds a B.S. in Accounting from Penn State University, and combines deep technical expertise with an understanding of comprehensive wealth management, contributing to the firm's role in managing over $6 billion in client assets.