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John Milchling

Investment Manager & Trader

Biography

I was born and raised in Maryland.  When I’m not fishing or crabbing, I like to play baseball and/or basketball. I quickly picked up a deep calling for investments and personal finance when I began college. I graduated from Towson University with a Bachelor’s in Business Administration with a focus on financial planning and investments.  As part of my degree, I interned at 1 North Wealth, where I acquired my Series 65.  Upon graduation, I transitioned to a full-time position where I am very involved in portfolio management, investment analysis, and trading. I also am currently a participant in the CFA Program and have passed the Level I and Level II CFA exam.

 

One of my life goals is to educate individuals, particularly young adults, about basic investment and personal finance principles that if implemented, can change their financial future drastically. It is not as much about when you start as it is that you start and stay consistent! Another goal of mine is to provide investment management for our clients that helps them better achieve their goals in an understanding manner. I truly want others to achieve financial peace and literacy because it genuinely can and will change not just their lives but generations to come.

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