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)