Bob Milnes

Bob Milnes is an Investment Manager at Ironwood Wealth Management, based in Philadelphia, PA. In this role, he leads portfolio management and investment strategy development for private clients, leveraging his extensive analytical background to deliver individualized financial solutions. His responsibilities include asset allocation, risk assessment, and crafting tailored investment portfolios that align with client objectives.

With nearly fifteen years of experience, Bob previously served as Vice President at DeWitt Capital Management, where he focused on portfolio management, research, and analysis, and as Partner at Outsourced Financial Analytics, LLC. Throughout his career, he has worked extensively with a diverse mix of asset classes, with notable experience in fixed income, equities, and energy sector investments, reflecting both broad and sector-specific expertise.

Bob earned his BS in Energy Business Finance from Penn State University, providing a solid foundation in both finance and the energy sector. His analytical rigor and sector specialization, particularly in energy and income-generating investments, have contributed to delivering strong results for clients and advancing Ironwood’s reputation for client-first, customized financial strategies.