Rich Milburn, CFA

Rich Milburn, CFA

Senior Analyst
Office: Wynnewood, PA

Education & Certificates

B.S., West Chester University of Pennsylvania
Chartered Financial Analyst

Professional Background

Prior to joining CWA, I worked for MainLine Private Wealth for 2 years, primarily focused on portfolio analysis, client reporting, investment analysis, due diligence, and financial planning. Prior to that, I spent 6 years at Archer Investment Management Solutions, working in operations and trading.

Personal Interests

Outside of the office I enjoy playing golf, playing cards, watching sports, and spending time with my wife and son.