Sam McFall is a Managing Director on the Investment Research team 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 has over two decades of experience in the wealth management and investment management industry. Prior to joining Pathstone, he held various roles focused on portfolio management, manager selection, and asset allocation.
Sam earned a Bachelor of Arts in International Business from Rollins College in Winter Park, Florida. He is a CFA® and CAIA® charterholder and is a member of the CFA Society of Philadelphia.
Sam is a Philadelphia area native and lives in the suburbs with his wife and two sons. In his free time, he enjoys spending time with his family, playing golf, skiing, and padel, and he is also an avid fan of the Philadelphia Phillies and the Philadelphia Eagles.
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