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Robert F. Millikan, CFA®

Background

Robert F. Millikan, CFA®, Executive Director, joined BB&T Asset Management in 2000 and Sterling Capital Management through merger in 2010. He has investment experience since 1990. Bob is a fixed income portfolio manager responsible for the state-specific municipal bond fund portfolios for the Sterling Capital Funds as well as for the tax-free funds’ investment policy, research and management. Prior to joining BB&T, he worked for First Citizens Bank as vice president and fixed income portfolio manager for both taxable and tax-exempt accounts. Bob received his B.A. in Economics from Wake Forest University.  He is a past president of the North Carolina Society of Financial Analysts and also a past chairman of the Board of Directors for the Carolinas Municipal Advisory Council. He holds the Chartered Financial Analyst® designation and is currently serving on the CFA® North Carolina Strategic Advisory Board.

View glossary of designations here

Area of Focus

  • Municipal Fixed Income

Previous Experience

  • First Citizens Bank

Education

  • B.A. Wake Forest University

Affiliations and Professional Licenses

  • CFA Institute
  • CFA Society North Carolina
  • CFA Society North Carolina, Strategic Advisory Board of Directors
  • CFA Society North Carolina, past President
  • Carolinas Municipal Advisory Council, past board member
Robert F. Millikan
Robert F. Millikan, CFA®

Executive Director

Portfolio Manager

(919) 716-9244

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Investment advisory services are available through Sterling Capital Management LLC, a separate subsidiary of Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of Truist Financial Corporation, Truist Bank or any affiliate, are not guaranteed by Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.