JOHN M. McMILLEN, CFA

John M. McMillen is a Portfolio Manager of Capital Directions and has been employed with the firm since February 2005. Prior to joining the firm, Mr. McMillen was an Investment Consultant with Charles Schwab & Co., Inc.’s Private Client Group where he managed $220 million for both institutional and affluent individual retail clients. Prior to his career at Schwab, he worked in various capacities at Wachovia Bank, the Center for Society Law and Justice, and First Virginia Bank. Mr. McMillen has an undergraduate degree in Economics and an M.B.A. with a finance concentration from the University of New Orleans. He earned the right to use the Chartered Financial Analyst^® designation in 2006.

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