Trip Millikin
About Trip Millikin
Trip Millikin is a Senior Portfolio Manager at The Colony Group in Wellesley, Massachusetts, where he has worked since 2019. He specializes in managing high net worth clients, focusing on investment management, estate and trust planning, taxation, and risk management.
Work at Colony
Trip Millikin has served as a Senior Portfolio Manager at The Colony Group since 2019. In this role, he manages a high net worth client base, focusing on investment management, estate and trust planning, taxation, and risk management. His position is based in Wellesley, Massachusetts, where he has been instrumental in providing tailored financial solutions to clients.
Education and Expertise
Trip Millikin earned a Bachelor of Science degree in Finance and Marketing from Babson College, where he studied from 1978 to 1982. Prior to that, he attended Gresham's School, studying English Literature and completing the Oxford Cambridge Exams from 1977 to 1978. He also studied at Brooks School, further enhancing his educational background.
Background
Before joining The Colony Group, Trip Millikin worked at Granite Investment Advisors as a Portfolio Manager and Financial Planner from 2009 to 2012. His experience includes over four years in relationship management within a diversified financial services firm, where he developed skills in client engagement and financial strategy.
Professional Experience
Trip Millikin has accumulated significant experience in the financial services industry. His previous role at Granite Investment Advisors involved managing client portfolios and providing financial planning services. This experience has contributed to his expertise in investment management and client relationship management.