Investment Specialists
Robert Millikan, CFA®
Executive Director
Senior Fixed Income Portfolio Manager
Background
Robert Millikan, CFA®, Executive Director, joined BB&T Asset Management in 2000 and SCM through merger in 2010. He has investment experience since 1990. Bob is a Senior 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 a past chairperson 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.
Area of Focus
- Municipal Fixed Income
Previous Experience
- First Citizens Bank
Education
- B.A. Wake Forest University
Affiliations & 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
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