Robert J. Milnamow

Robert J. Milnamow
President and
Chief Investment Officer

 

Bob is deeply involved in security selection and portfolio construction at Barrett. He started in the investment business researching and writing articles for Barron’s magazine in the mid-1970s.

Bob later became a security analyst for a major New England bank and then a portfolio manager at Phoenix Securities in Hartford, Connecticut. At Phoenix, Bob managed the Phoenix Total Return, an asset allocation mutual fund that was featured in the book, 100 Best Mutual Funds You Can Buy by Gordon K. Williamson. The fund was also ranked number 1 of 4,350 funds for five years for superior risk adjusted returns with below average volatility by Kiplinger's.

Bob subsequently managed OppenheimerFunds' largest mutual fund, which grew threefold under his tenure to over $11 billion. After OppenheimerFunds, Bob joined Rockefeller & Company, where he managed individual high-net-worth, foundation, and endowment accounts. At Rockefeller, he was also involved in the creation and management of a fund of funds alternative investment product. Satisfying his entrepreneurial spirit, Bob ran his own investment management company, specializing in long/short equity management before joining Barrett in 2003.

At Barrett, Bob draws on his decades of experience as he guides the firm in investment research and portfolio management. In addition to managing individual accounts, Bob is also the co-manager for the firm’s two mutual funds.

Not wanting to leave his old journalism career behind, Bob pens the firm's quarterly Investment Outlook as well as periodic white papers and essays.

He lives in Connecticut with his wife. They have four children, twin girls and two boys. In his spare time Bob, a retired hockey-dad, likes to play tennis and read.

Bob holds a B.A. in English from Pennsylvania State University and an M.B.A. from New York University, with a concentration in Finance.

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