MainStreet Advisors

Anniversary

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Thank You

Celebrating
15 Years!

Check out our anniversary video.

Marketing Tools 2

MSA Marketing Tools

Grow Your Business

Our newest site will help expand your marketing efforts.link

Marketing Tools 3

MSA Marketing Tools

Brochures, Charts, PPTs and More!

Take a look at all the different products on our new site.link

Isolated Conifers
Managing Director

Richard J. Milton, CFA

Rick MiltonMr. Milton is responsible for relationship management, portfolio management, and new business development. He is frequently invited to speak at conferences and has had the privilege of sharing his investment insight with trust and wealth management professionals across the country.

Prior to joining MainStreet Advisors, he served as a Portfolio Manager at Feldman Securities Group where he was responsible for the management of individual and institutional portfolios. Mr. Milton 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.

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

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