Karen Louise Milliken
Economist at R. M. Davis, Inc.
Profile
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.
Karen Louise Milliken active positions
| Companies | Position | Start |
|---|---|---|
R. M. Davis, Inc.
 R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Economist | 01/09/1997 |
Former positions of Karen Louise Milliken
| Companies | Position | End |
|---|---|---|
Acadia Asset Management LLC
 Acadia Asset Management LLC Investment ManagersFinance Founded in 2009, Acadia Asset Management LLC is a hedge fund manager located in New York City. | 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 Part of Lincoln National Corp., UNUM Life Insurance Co of America & First UNUM L is an American company that provides annuities. The company is based in NY. UNUM Life Insurance Co of America & First UNUM L was acquired by The Lincoln National Life Insurance Co. from Unum Group on October 02, 1996 for $70 million. | Corporate Officer/Principal | 31/12/1989 |
Make-A-Wish Foundation of Maine
 Make-A-Wish Foundation of Maine Miscellaneous Commercial ServicesCommercial Services Make-A-Wish Foundation of Maine operates as a charitable organization. It serves child diagnosed with a life-threatening medical condition. The company was founded by Wayne Morong and Caroline Morong on October 20, 1992 and is headquartered in Scarborough, ME. | Corporate Officer/Principal | - |
Training of Karen Louise Milliken
| College of the Holy Cross (Massachusetts) | Undergraduate Degree |
| University of Southern Maine | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
R. M. Davis, Inc.
R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Finance |
UNUM Life Insurance Co of America & First UNUM L
UNUM Life Insurance Co of America & First UNUM L Multi-Line InsuranceFinance Part of Lincoln National Corp., UNUM Life Insurance Co of America & First UNUM L is an American company that provides annuities. The company is based in NY. UNUM Life Insurance Co of America & First UNUM L was acquired by The Lincoln National Life Insurance Co. from Unum Group on October 02, 1996 for $70 million. | Finance |
Acadia Asset Management LLC
Acadia Asset Management LLC Investment ManagersFinance Founded in 2009, Acadia Asset Management LLC is a hedge fund manager located in New York City. | Finance |
Make-A-Wish Foundation of Maine
Make-A-Wish Foundation of Maine Miscellaneous Commercial ServicesCommercial Services Make-A-Wish Foundation of Maine operates as a charitable organization. It serves child diagnosed with a life-threatening medical condition. The company was founded by Wayne Morong and Caroline Morong on October 20, 1992 and is headquartered in Scarborough, ME. | Commercial Services |
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