Stephen Waltrich

Stephen Waltrich is 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. He leads integration and post-implementation efforts and has more than 25 years of experience in scaling operations and technology platforms to support organizational growth and efficiency.

Previously, Stephen served as Chief Operating Officer at Mill Creek Capital Advisors LLC, where he oversaw investment operations, cybersecurity, and compliance programs and served on the Investment Committee and Management Team. He also served as Director of Operations for SEI Investments, overseeing middle-office operations within the Investment Manager Services division and helping build an outsourced middle-office platform that delivered trade support, portfolio accounting, and client reporting to more than thirty asset managers. Earlier in his career, Stephen spent 15 years as Director of Institutional Operations at Turner Investments, LP, where he helped build an operations team supporting global equity, mutual fund, hedge fund, and UCITS products. He began his career on the Fund Administration team at Vanguard.

Stephen received an M.B.A. in Finance from LaSalle University and a B.S. in Business Logistics from The Pennsylvania State University.