Richard Lunsford, JR.

Richard Lunsford Jr. serves as an Executive Managing Director and shareholder at Pathstone, based in the Philadelphia Metro – Conshohocken office, having joined the firm through its combination with Mill Creek Capital Advisors LLC in 2026. He is responsible for providing leadership and strategic guidance to clients and colleagues, drawing on more than two decades of experience in investment management, operations, finance, and wealth advisory services.

Before the combination, Richard was President and Chief Financial Officer of Mill Creek Capital Advisors LLC from 2018 to 2026 and previously served as Chief Operating Officer from 2006 to 2017 at the same firm. Earlier in his career, Richard held various positions as an Investment Officer and project specialist helping develop advice and asset allocation software for high-net-worth clients.

Rich received a B.S. in Business Administration from the University of Delaware. In 2018, the University’s Horn Entrepreneurial initiative honored him with the Blue Hen 17&43 Award, presented to University of Delaware leaders of fastest-growing companies. Rich is also a CFP® professional and a member of the Philadelphia Estate Planning Council.

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.