You're signed outSign in or to get full access.
Richard Milburn
Senior Analyst at Congress Wealth Management LLC / de /
About
Richard Milburn is a Senior Analyst at Congress Wealth Management LLC in Philadelphia, PA, where he focuses on portfolio analysis, investment research, and client reporting. His responsibilities include conducting due diligence, supporting financial planning, and contributing to the management of investment portfolios for high-net-worth individuals and institutional clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| CW Advisors | Senior Analyst | Sep 2021 to Present | — |
| Archer - Investment Management Solutions | Trade Administrator | Jun 2019 to Sep 2021 | — |
| Archer - Investment Management Solutions | Trade Support Specialist | Jul 2017 to Jun 2019 | — |
| Archer - Investment Management Solutions | Operations Specialist | Oct 2015 to Jul 2017 | — |
| Mutual of Omaha | Financial Services Representative | Sep 2014 to Sep 2015 | — |
Education
West Chester University of Pennsylvania
Bachelor of Science, Finance
Others at Congress Wealth Management LLC / de / (6)
| Name | Role | Location |
|---|---|---|
 | Senior Vice President of Investments | Columbia, MD , United States |
 | Manager of Investment Research | Richmond, VA , United States |
 | Principal | Columbia, MD , United States |
 | Portfolio Analyst | Richmond, VA , United States |
 | Trader | Millersville, MD , United States |
 | Client Advisor, Trader | Richmond, VA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Portfolio Manager | Howland Capital Management LLC | Boston, MA , United States |
 | Portfolio Manager, Wealth Strategist | Howland Capital Management LLC | Boston, MA , United States |
