Robert J. Milmore, CFA

Robert J. Milmore, Senior Vice President of Investments at Newport Capital Group, brings over 30 years of investment experience to the firm. Rob is responsible for investment strategy and portfolio management for Newport Capital Group’s private wealth group and is a member of the Investment Committee. Prior to joining Newport Capital Group, Rob was an Equity Portfolio Manager and Analyst at Fox Asset Management, a wholly owned subsidiary of Eaton Vance. Earlier in his career, Rob worked in Corporate Treasury at Cendant and was an Equity Analyst at Arnhold & S. Bleichroeder and Morgan Stanley Dean Witter. He began his career in International Securities Lending at Bankers Trust.

Rob is a member of the CFA Institute and previously held the Series 7 and 63 licenses. He holds a Bachelor of Science in Finance with Honors from The Pennsylvania State University and an MBA from the University of Notre Dame. A lifelong Monmouth County resident, he was raised in Holmdel and currently lives in Middletown.