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Fred Bohlander headshot

Blake Millard, CFA

VP, Director of Investments


  •  13+ years of industry experience
  • Senior Wealth Strategy Associate, UBS Private Wealth Management
  • Investment and Performance Systems Analyst, Calvert Investments


  • University of Michigan, Ann Arbor with a double major in Philosophy and History

Licenses, Designations, Memberships

  • Chartered Financial Analyst - CFA®
  • Member of the CFA Institute


  • Resides in Annapolis, MD with his wife (Jen) and four children (Hudson, twins Fitzgerald and Finley, Wells)
  • Enjoys golfing and boating around the Chesapeake Bay
  • Played club ice hockey at the University of Michigan
  • Passionate Chicago Cubs fan