Welcome to Pathstone.

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

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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.

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.

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

The CAIA® mark is owned by Chartered Alternative Investment Analyst Association, Inc. and is reserved for active CAIA Members who have met and continue to meet the organization’s membership requirements.

GROUP

Investment Research


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