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Investment Specialists

Robert Millikan, CFA®

Executive Director
Senior Fixed Income Portfolio Manager

919.716.9244

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 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 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.

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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