Managing Director
Richard J. Milton, CFA
Mr. 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.