As Portfolio Manager, Milos serves as the primary resource for trading, responsible for aligning client accounts to target allocations, managing daily cash flow requirements and maintaining the firm’s performance composites.
Born in Serbia, Milos came to California to play water polo in college. He is a graduate of California State University, Long Beach, where he earned a Bachelor of Arts in Business Administration with an emphasis in Finance. He also received his Master of Business Administration with an emphasis in Finance from National University. Currently, he is a CFA Level 2 Candidate.
While he no longer plays water polo, Milos enjoys inspiring young athletes through coaching in his spare time, and resides in Anaheim Hills, with his fiancée, Paula.