Profil
Ms. Karen L.
Milliken, CFA MBA, is Vice President & Portfolio Manager at R.
M.
Davis, Inc. She began her career at the firm as a research analyst, having previously established her own asset management firm.
She is the firm’s economist and regularly interprets key data and trends to keep the firm's portfolio management team informed.
She also manages client portfolios.
She joined the firm in September 1997.
Ms. Milliken was employed as a Principal by Acadia Asset Management LLC, Senior Economic Analyst by UNUM Life Insurance Co of America & First UNUM L, and a Member by Make-A-Wish Foundation of Maine.
She received her undergraduate degree from the College of the Holy Cross (Massachusetts) and an MBA from the University of Southern Maine.
She holds the Chartered Financial Analyst designation.
Anciens postes connus de Karen Louise Milliken
| Sociétés | Poste | Fin |
|---|---|---|
R. M. Davis, Inc.
R. M. Davis, Inc. Investment ManagersFinance RMD is an active, long-term investor that utilizes a blended style approach through investments in companies of various market capitalizations, but typically with an emphasis on large- and mid-cap companies. The firm primarily invests in individual equities (including American Depository Receipts for non-United States companies), individual fixed income securities (bonds and certificates of deposit) and international equity mutual and/or exchange traded funds, primarily traded on United States stock exchanges or available through US-based transfer agents. | Analyst-Equity | 01/01/2017 |
Acadia Asset Management LLC
Acadia Asset Management LLC Investment ManagersFinance Profile Unavailable | Corporate Officer/Principal | 31/12/1996 |
UNUM Life Insurance Co of America & First UNUM L
UNUM Life Insurance Co of America & First UNUM L Multi-Line InsuranceFinance Provides annuities | Corporate Officer/Principal | 31/12/1989 |
Make-A-Wish Foundation of Maine
Make-A-Wish Foundation of Maine Miscellaneous Commercial ServicesCommercial Services Operates as a charitable organization. It serves child diagnosed with a life-threatening medical condition | Corporate Officer/Principal | - |
Formation de Karen Louise Milliken
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
R. M. Davis, Inc.
R. M. Davis, Inc. Investment ManagersFinance RMD is an active, long-term investor that utilizes a blended style approach through investments in companies of various market capitalizations, but typically with an emphasis on large- and mid-cap companies. The firm primarily invests in individual equities (including American Depository Receipts for non-United States companies), individual fixed income securities (bonds and certificates of deposit) and international equity mutual and/or exchange traded funds, primarily traded on United States stock exchanges or available through US-based transfer agents. | Finance |
College of the Holy Cross (Massachusetts)
College of the Holy Cross (Massachusetts) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
UNUM Life Insurance Co of America & First UNUM L
UNUM Life Insurance Co of America & First UNUM L Multi-Line InsuranceFinance Provides annuities | Finance |
University of Southern Maine
University of Southern Maine Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Make-A-Wish Foundation of Maine
Make-A-Wish Foundation of Maine Miscellaneous Commercial ServicesCommercial Services Operates as a charitable organization. It serves child diagnosed with a life-threatening medical condition | Commercial Services |
Acadia Asset Management LLC
Acadia Asset Management LLC Investment ManagersFinance Profile Unavailable | Finance |
















