Rich Milburn, CFA<sup>®</sup>
Rich Milburn, CFA®
Senior Analyst
Office: Wynnewood, PA
Team: Client Services & Operations

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.