Bob Millikan
Analist-Vaste Inkomen bij Sterling Capital Management LLC
Profiel
Mr. Robert F.
Millikan, CFA, is an Executive Director & Portfolio Manager at Sterling Capital Management LLC.
He joined BB&T Asset Management in 2000 and Sterling Capital Management through merger in 2010.
He has investment experience since 1990.
He is responsible for managing the state-specific municipal bond fund portfolios as well as for the tax-free funds’ investment policy, research and management.
Prior to joining BB&T, Mr. Millikan worked for First Citizens Bank as vice president and fixed income portfolio manager for both taxable and tax-exempt accounts.
He is a past president of the North Carolina Society of Financial Analysts and also a past chairman of the Board of Directors for the Carolinas Municipal Advisory Council.
He received his B.A.
in Economics from Wake Forest University.
He is a CFA charter holder and is currently serving on the CFA North Carolina Strategic Advisory Board.
Actieve functies van Bob Millikan
| Bedrijven | Functie | Begin |
|---|---|---|
Sterling Capital Management LLC
 Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Analist-Vaste Inkomen | 30-09-2010 |
Eerdere bekende functies van Bob Millikan
| Bedrijven | Functie | Einde |
|---|---|---|
BB&T Asset Management, Inc.
 BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds. | Corporate Officer/Principal | 30-09-2010 |
| Bank/First Citizens Bank | Corporate Officer/Principal | - |
Opleiding van Bob Millikan
| Wake Forest University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 3 |
|---|---|
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Finance |
| Bank/First Citizens Bank | Finance |
BB&T Asset Management, Inc.
BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds. | Finance |
