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Mountain Tableau
Managing Director & Director of Business Development

Richard J. Milton, CFA

Rick MiltonRick joined MainStreet Advisors in 2004 and serves as the firm’s Director of Business Development. In this role, Rick works closely with members of the sales team to identify new business opportunities for MainStreet Advisors, and assist clients in their business development efforts. Additionally, Rick serves as a relationship manager and portfolio manager for several client relationships. He is also a member of the firm’s Investment Committee which establishes investment strategy and policy.

Prior to joining MainStreet Advisors, Rick served as a Portfolio Manager at Feldman Securities Group where he was responsible for the management of individual and institutional portfolios. Rick began his career at Bank One in Chicago as an Investment Officer. He later accepted a position as a Senior Analyst in the Private Equity Valuation Group at KPMG LLP.

  • University of Iowa, Finance & Economics
  • Chartered Financial Analyst®
  • Member of the CFA Institute
  • Member of the CFA Society Chicago

Contact Rick at: This email address is being protected from spambots. You need JavaScript enabled to view it.