Welcome to Pathstone.

775+ team members.*
Specialized expertise.
$185B+ in aggregate assets.**

Choose the site experience most relevant to you:

Individuals & Families

An individual or family navigating the complexity of significant, multigenerational wealth and seeking a trusted partner for stewardship, strategy, and legacy.

Family Offices

A privately held company managing the financial, legal, and personal affairs of a wealthy family, providing tailored support with discretion and foresight.

Institutions

A mission-driven foundation, endowment, or organization seeking strategic financial oversight, governance support, and long term impact.

Pat Burke serves as a Managing 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 this role, Pat advises clients on investment policy, develops and implements investment and financial planning recommendations, and works closely with his clients’ other advisors to help meet their goals in a comprehensive and integrated manner.

Previously at Mill Creek Capital Advisors, Pat was a partner and advised clients on investment and financial planning issues. Earlier in his career, Pat was the national practice leader for the non-profit business for a large financial services firm, where he previously led the team responsible for providing wealth management services to their highest-net-worth clients. He has provided investment consulting and analysis for individual and institutional clients for more than 30 years.

Pat received an M.B.A. from the University of Pennsylvania’s Wharton School of Business, an M.S. in Taxation from Villanova University, and a B.S. in Accounting and Finance from Saint Joseph’s University. He is a CFP professional, a Certified Public Accountant, and a CFA charterholder.

Pat serves as Chairman Emeritus of the Board for Children’s Scholarship Fund of Philadelphia and is a board member and Chairman Emeritus for Dunwoody Village, a continuing-care retirement community.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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.

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