Ken Millman, CFA, CAIA
Wealth Advisor
San Francisco
Strategic Investor. Fitness Enthusiast. Adventure Chaser.
Experience
Wealth Advisor (Dec 2024 - Present)
Parallel Advisors, LLC
San Francisco Bay Area, CA
Senior Director of Portfolio Management (Oct 2021 - Oct 2024)
BMO Family Office
San Francisco Bay Area, CA
Education
California Polytechnic State University - San Luis Obispo
Bachelor of Science - Business Administration
1991 - 1995