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Boats tied to a doc
Karen L. Milliken, CFA
Vice President & Portfolio Manager
Portland, ME
Karen L. Milliken
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Jill P. Richardson
Team Leader & Senior Portfolio Administrator
Jill Richardson
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Karen L. Milliken, CFA

Vice President & Portfolio Manager
Portland, ME

Karen holds the Chartered Financial Analyst® designation. She began her career at R.M. Davis as a research analyst, having previously established her own asset management firm. She is our firm’s economist and regularly interprets key data and trends to keep our portfolio management team informed. Karen also manages client portfolios.

Karen was born in Biddeford, Maine and now resides in Scarborough, Maine. She has two children, Jason and Carter, and she enjoys golf, skiing, cycling, and reading.

Work Experience

  • Joined R.M. Davis in 1997
  • Acadia Asset Management, Principal
  • UNUM Life Insurance Company, Senior Economic Analyst

Education

  • University of Southern Maine, M.B.A.
  • College of the Holy Cross, B.A. in Economics

Memberships

  • CFA Institute
  • CFA Society Maine, President (past)

Community Involvement

  • Greater Portland Council of Governments, Investment Committee
  • SARSSM (Sexual Assault Response of Southern Maine), Board of Trustees
  • Make-A-Wish Foundation of Maine, Board and President (past)
  • Piper Shores, Board of Directors (past)