Annie Finnerty

Annie Finnerty serves as a Director at Pathstone, based in the Philadelphia Metro – Conshohocken office, having joined the firm through its combination with Mill Creek Capital Advisors LLC in 2026.

In her role, she partners with high-net-worth and multi-generational families to deliver comprehensive family office experience. Annie works closely with clients across all aspects of their financial lives, including portfolio construction and management, as well as financial and estate planning. She focuses on helping families make thoughtful decisions and align their investment strategies with long-term goals.

Annie has more than 14 years of experience advising high-net-worth individuals and families and has spent her entire career in wealth management. She has developed a planning-driven approach, with a strong emphasis on guiding clients through complex financial decisions and transitions.

Annie earned a B.S. in Finance and Accounting from West Chester University and is a CFP® professional.

Annie lives in Media, Pennsylvania with her husband and two young daughters.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.