Portfolio Strategist

Mr. Mills serves as a Portfolio Strategist on the investment team and is responsible for conducting manager research and portfolio construction. As a member of the investment committee, he provides market commentary and investment insights. Mr. Mills’ specializes in advising client portfolios, evaluating the selection of new investment managers, and communicating the firm’s investment viewpoints.

Prior to joining the firm, Mr. Mills was a Senior Portfolio Manager at BNY Mellon Wealth Management. In addition to working directly with clients, he served in a leadership capacity helping guide and manage the strategic direction of the firm. He previously worked at Bessemer Trust and the Haverford Companies.

Mr. Mills is currently a Board Member for the West Point Society of Los Angeles. He is also a frequent speaker on issues related to business law and investment management. 

Mr. Mills earned his Juris Doctor (J.D.) from Villanova University Law School, and also holds a Master’s in Business Administration (MBA) from Villanova University Business School. Mr. Mills served as a Captain in the United States Army, and earned his Bachelor’s degree from the United States Military Academy at West Point. 

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(310) 922-8945