MADISON - Key Persons
Aaron serves as small cap portfolio manager and analyst on Madison's U.S. Equity Team. He started working in the financial services industry in 2002. Prior to joining Madison, Aaron served on Broadview Advisors' small cap strategy and all cap strategy as an analyst and Portfolio Manager. Previously, he worked with Stifel Nicolaus as an associate analyst. Aaron holds a BA in Chemistry from Rice University.
Job Titles:
- Portfolio Manager & Credit Analyst for Madison 's Reinhart Fixed Income Team
- Portfolio Manager, Credit Analyst
Adam serves as a Portfolio Manager & Credit Analyst for Madison's Reinhart Fixed Income Team. Mr. Lynch join joined Reinhart in 2007 and has been working in the financial services industry since 2007. He was previously a Fixed Income Associate and was promoted to Associate Portfolio Manager in 2017. Mr. Lynch holds a BBA in Finance from the University of Wisconsin- Milwaukee.
Job Titles:
- Associate Portfolio Manager & Credit Analyst for Madison 's Reinhart Fixed Income Team
- Associate Portfolio Manager, Credit Analyst
Ajla serves as an Associate Portfolio Manager & Credit Analyst for Madison's Reinhart Fixed Income Team. Ms. Kavazovic joined Reinhart in 2011 and has been working in the financial services industry since 2011. Ms. Kavazovic holds a BBA from the University of Wisconsin-Milwaukee and an MBA from Cardinal Stritch University.
Job Titles:
- Analyst
- Portfolio Manager
- Portfolio Manager and Credit Analyst
Alan serves as a portfolio manager and credit analyst on Madison's Fixed Income Team, specializing in corporate only and credit research. Alan has been working in the financial services industry since 1988 and joined Madison in 2011. He earned his B.S. in finance and economics from the University of Delaware and his MBA from the University of Wisconsin-Madison, specializing in the Applied Security Analysis Program. Alan is a member of Madison's Sustainable Committee.
Job Titles:
- Operations Administrator
- in 2022 As an Operations Administrator
Alex joined Madison in 2022 as an Operations Administrator. He previously worked in the loan processing department at Summit Credit Union and graduated from the University of Iowa with a BBA in finance.
Job Titles:
- Accounts Receivable / Client Reporting Specialist
Alexis serves as an Accounts Receivable/Client Reporting Specialist. Her primary roles include Client Services and Accounts Receivable support. Prior to joining Madison in 2022, she worked in the Budget Department at the United States Attorney's Office. Alexis graduated from the University of Wisconsin-Madison with a B.S. in Personal Finance.
Allen, CFA, serves as a portfolio manager and analyst for Madison's Fixed Income Team, specializing in corporate-only and credit research. Allen has been working in the financial services industry since 1998 and joined Madison in 2002. He earned his B.S. in economics from the University of Wisconsin-Green Bay and M.S. in management from the University of Wisconsin-Milwaukee.
Ms. Johnson joined the Madison organization in 2003 and oversees the investment accounting and reporting of our Insurance Asset Management Division. She began her insurance career with Marsh & McClennan where she focused on large commercial and industrial projects. Ms. Johnson holds a B.S. in Business Management from Arizona State University.
Job Titles:
- Analyst
- Member of the US Mid Cap Team
- Portfolio Manager
Andy serves as a mid-cap portfolio manager and analyst on Madison's Mid Cap and Large Cap Team. He started in the financial services industry in 2004. Prior to joining Madison in 2009, Andy worked for MEMBERS Capital Advisors where he was an equity analyst. He holds a bachelor's and a master's degree in Finance from the University of Wisconsin and graduated from the Applied Security Analysis Program.
Job Titles:
- Analyst
- Fixed Income Analyst
Arissa Wallander serves as an Analyst on Madison's Fixed Income Team. Arissa joined Madison in October of 2022. She earned her B.S. in Economics with Mathematical Emphasis from the University of Wisconsin-Madison.
Job Titles:
- Director of Research & Technology
Betty joined the International Equity Team in 2006 while at Hansberger Global Investors, prior to joining Madison in 2014. She is responsible for the management of information systems within the portfolio management process on the Madison International Equity Team. She is also a key member of the quantitative research effort. Betty began her career specializing in systems integration and enhancement. Her experience includes working at IndagoCapital Management, an affiliate of Canada Life, LaketonInvestment Management and Hansberger Growth Investors. Betty holds a Bachelor of Business Management degree from Toronto Metropolitan University.
Job Titles:
- Director of Credit Union Business Development
- Is Director of Credit Union Business
Bob is Director of Credit Union Business Development. Bob started in the industry in 1990 and he joined Madison Investments in 2009. Prior to joining Madison Investments he was Director of Managed Accounts at CUNA Mutual Group. Bob was also responsible for Investment Advisory Services at MEMBERS Capital Advisors. He holds a BBA in Marketing from the University of Wisconsin-Whitewater and an MBA from Edgewood College.
Brian serves as a senior analyst on Madison's Mid Cap and Large Cap Team. He started in the financial services industry in 2004 and joined Madison in 2019. Prior to joining Madison, Brian was with Schwartz Investment Counsel from 2014-2019 where he was Portfolio Manager on the Ave Maria Growth Fund. He started his career with Standard and Poor's in their corporate ratings unit and earned his B.S. in finance from Trine University and MBA from the University of Notre Dame.
Job Titles:
- Senior Operations Administrator
Bryan works with various broker/custodial relationships at Madison. Prior to joining Madison, he worked for BMO Harris Bank as a personal banker in the customer call center. Bryan is a graduate of the University of Wisconsin-Madison with a B.S. in Economics and Communications Arts.
Cameron joined the firm in 2023 and serves as an Operations Administrator. Before joining Madison, Cameron gained experience as a teller at Great Midwest Bank and worked as an accounting intern at Rausch Sturm LLP. He graduated from the University of Wisconsin-Milwaukee with a bachelor's degree in finance.
Chris, CFA, serves as a portfolio manager for Madison's Fixed Income Team, specializing in government and corporate bond portfolios. Chris has been working in the financial services industry since 1990 and joined Madison in 1992. He earned his B.S. in economics and M.S. in finance and investments from the University of Wisconsin-Madison.
Job Titles:
- Regional Investment Director
Chris is part of the Madison Business Development Team and is based in Charlotte, NC. He is a Regional Director responsible for developing and maintaining relations primarily in the Southeast. He has been working in financial services since 2001. Prior to joining Madison Investments in 2018, he served in a similar capacity at Van Eck Global, and before that, held similar positions at Sentinel Investments and Evergreen Investments. Chris holds a BS in Business Administration with a concentration in Finance and Accounting for Mars Hill University.
Chris serves as a portfolio manager and credit analyst for Madison's Fixed Income Team, specializing in high yield. Chris has been working in the financial services industry since 1997 and joined Madison in 2015. He earned his B.S. in mathematics from the University of Wisconsin-Madison and his MBA from Edgewood College.
Job Titles:
- Regional Investment Director
Christopher is a Regional Director for Madison Investment Advisors, based in New York City. Chris has been working in the financial services industry since 2007. Prior to joining Madison in March 2015, he was an Investment Product Specialist for J.P. Morgan Securities specializing in Asset Allocation and Portfolio Construction. Chris holds a B.B.A. in both Corporate Finance and Financial Services/ Risk Management from St. Mary's University and is pursuing his MBA with Fordham University. Chris is FINRA registered.
Connor Jones is an analyst on Madison's U. S. Equity Team. His primary focus is on the small cap equity research effort. Connor joined Madison in 2020 from Marquette University where he received a B.S. in Business Administration with a major in Finance and was a student in the selective Applied Investment Management Program.
Dave serves as a large cap sustainable equity portfolio manager and analyst on Madison's U.S. Equity Team. He also serves on the firm's Sustainable Committee and is a board member of the Madison Charitable Foundation. Dave started in the financial services industry in 2004 and joined Madison in 2019. Prior to joining Madison, he worked in various analyst and portfolio manager roles at Lateef Investment Management, Artisan Partners and Cowen and Company. Dave graduated from University of California, San Diego with a BA in Economics, Highest Distinction, and an MBA from the University of California, Berkeley with certificates in Management of Technology, and Entrepreneurship. Additionally, he earned the Certificate in ESG Investing from the CFA Institute.
David joined Madison Investments in February 2021. Prior to joining Madison Investments, David worked as a Senior Investment Analyst & Team Leader at RVK, an institutional investment consulting firm. He holds a bachelor's degree in Mathematics from the University of Washington.
Job Titles:
- Associate
- Marketing Associate
Deanna serves as a Marketing Associate for Madison. Before joining Madison in 2022, she worked as a Sales and Marketing Coordinator. Deanna received a B.A. from the University of Wisconsin- Madison, majoring in history and political science.
Job Titles:
- Head of Insurance Solutions, Insurance Portfolio Manager
Mr. Miller, CFA, joined our firm with over 20 years of insurance company and bank investment management experience. Mr. Miller managed both the fixed income and equity portfolios for Illinois Mutual Life Insurance Company for 15 years prior to joining Madison. Don also previously served as an investment officer and portfolio manager for Bank One Investment Advisors in Central Illinois. He currently holds the CFA designation and has an MBA from Bradley University in addition to his undergraduate degree in Finance from Creighton University and a General Banking degree from the University of Illinois.
Doug, CFA, serves as a Portfolio Manager for Madison's Reinhart Fixed Income Team. Mr. Fry joined Reinhart in 2001 and has been working in the financial services industry since 1990. Prior to that he was the Director of Fixed Income at Campbell Newman Asset Management, a Milwaukee based investment management firm. Mr. Fry holds a BBA from the University of Wisconsin - Whitewater and an MBA from Marquette University.
Drew serves as a portfolio manager on Madison's Dividend Income and Covered Call strategies and as an analyst on the Madison U.S. Equity Team. Drew started working in the financial services industry in 2000 and joined Madison in 2005. Prior to joining Madison Investments, he worked at Merrill Lynch from 2001-2004 and Scottrade from 2000-2001. He earned his BBA in finance and economics and M.S. in finance from the University of Wisconsin-Madison, specializing in the Applied Security Analysis Program.
Eric plays a key role in the equity-trading portion of the operations department at Madison. Prior to joining Madison in 2002, he served as a client service representative for a financial planning firm in the Madison area. Eric received his degree in Finance and Economics from the University of Wisconsin-Eau Claire.
Faraz serves as small cap portfolio manager and analyst on Madison's U.S. Equity Team. He started working in the financial services industry since 1999. Prior to joining Madison, Faraz served on Broadview Advisors' small cap strategy and all cap strategy as an analyst and Portfolio Manager. Previously, he worked with Strong Capital Management as an analyst. Faraz holds a BS from University of Wisconsin.
Job Titles:
- Chief Financial Officer of Madison Mutual Funds
- Chief Financial Officer of Mutual Funds
Greg serves as Chief Financial Officer of Madison Mutual Funds, Ultra Series Funds and Madison Covered Call and Equity Strategy Fund. He was previously Chief Financial Officer of Amcore Bank-South Central and prior to that a CPA with McGladrey & Pullen working with financial services clients. Greg graduated from the University of Wisconsin with a BBA in Accounting and Finance.
Job Titles:
- Member of the US Mid Cap Team
- Head of Mid Cap & Large Cap Equity, Portfolio Manager
- Portfolio Managers
Haruki serves as a mid cap and large cap portfolio manager and analyst and is also the Head of the Mid and Large Cap Team. Haruki started in the financial services industry in 1994, was a member of the Madison U.S. Equity Team from 2002-2004 and he rejoined the firm in 2014. Prior to joining Madison, Haruki was co-founder and President of Marcus Asset Management in Milwaukee where he was portfolio manager of a long/short hedge fund and started his career working in analyst and portfolio manager roles at MFS Investment Management and David L. Babson & Company. Haruki holds a BA from Brown University and an MBA from Cornell University.
Portfolio managers Haruki Toyama and Andy Romanowich describe the team's approach to investing.
Job Titles:
- Executive Assistant
- Executive Assistant to the Large Cap
Hayley serves as the Executive Assistant to the Large Cap and Mid Cap Equity Team. Before joining Madison, she worked as a middle school Math Teacher. Hayley received her B.S. from the University of Wisconsin-La Crosse majoring in mathematics and education, and her M.Ed at Concordia University.
Job Titles:
- Director of Mutual Fund Product Operations
- Member of the Madison Asset Management
Holly is a member of the Madison Asset Management mutual funds operations team and serves as the Assistant Treasurer and Secretary for the Madison Funds and the Ultra Series Funds. She has more than 20 years of industry experience. Prior to joining Madison, Holly was employed by MEMBERS Capital Advisors in Madison, WI, where she was the director of mutual fund product operations and served as the Treasurer and Secretary of the MEMBERS and Ultra Series Funds. Holly holds a BBA in Finance, Marketing and Management from the University of Wisconsin and is FINRA registered.
Job Titles:
- Regional Investment Director, Client Service
Jeff is a Regional Investment Director and also serves as a liaison with the Marketing Department and Investment Teams. He started working in the financial services industry in 1996 and joined Madison Investments in 2003. Prior to joining Madison Investments, he served in a similar capacity for Tom Johnson Investment Management and worked for Smith Barney. Jeff holds a BA in Business Economics with an emphasis in Accounting from the University of California-Santa Barbara. He has earned the CIMA® designation.
Jeff, CFA, CAIA, CIPM, CFP, serves as a portfolio manager for Madison's Fixed Income Team, specializing in tax-exempt municipal bond portfolios. Jeff has been working in the financial services industry since 1987 and joined Madison in 2011. He earned his B.S. in finance from the University of Wisconsin-Platteville and his MBA in finance from the University of Wisconsin-Whitewater.
Jennifer is responsible for the day-to-day operational duties at Madison. Prior to joining our firm in 2002, Ms. Eriksen worked in the culinary and health spa industries, living in various countries abroad, as well as in the United States. Fluent in Spanish and Italian, Ms. Eriksen is a 1999 graduate of the University of Wisconsin-Madison.
Job Titles:
- in 2023 As a Performance and Operations Assistant
- Performance and Operations Assistant
Jerry joined Madison Investments in 2023 as a Performance and Operations Assistant. Prior to joining the firm, he gained business experience as an account manager for US Cellular. He attended the University of Wisconsin Madison where he earned a BS in Economics.
Job Titles:
- Chief Technology Officer
- Head of Operations
Jill Friedow serves as the Head of Operations and is the firm's Chief Technology Officer. Jill serves on several committees for the firm, including Enterprise Risk Management, and Business Continuity Committees. She joined Madison Investments in 1999 and has over twenty years of industry experience. Prior to joining Madison Investments, Jill was an Operations Manager for Gratry & Company. She holds a BS from Iowa State University and an MBA from Kent State. She is a CFA charterholder.
Joe serves as a large cap portfolio manager and analyst on Madison's Mid Cap and Large Cap Team. He started in the financial services industry in 2012 and joined Madison in 2019. Prior to joining Madison, he was an Investment Analyst at Zuckerman Investment Group. Joe earned his B.A. in chemistry and minor in economics from Indiana University.
Job Titles:
- Regional Investment Director
Joel is part of Madison's Business Development team and serves as a Regional Investment Director. Mr. Dykman joined Reinhart in 2012 and has over 35 years of experience in the investment industry. Prior to Reinhart Partners, he was a Senior Vice President with Johnson Asset Management, an SC Johnson Company, predecessor to Optique Capital. Mr. Dykman holds a BA from John Carroll University.
John serves as a portfolio manager on Madison's Dividend Income strategy and as an analyst on the Madison U.S. Equity Team. John started working in the financial services industry in 1983 and he joined Madison in 2009. Prior to joining Madison, he worked as a Registered Representative for Charles Schwab in 1983, as an equity analyst for The Bank of California starting in 1986 where he managed equity portfolios through the crash of 1987, and started managing Relative Yield portfolios in 1988. In 1994 he joined Montgomery Asset Management as a partner and portfolio manager of Relative Yield portfolios. John Joined CUNA Mutual Group in 1998 as an equity analyst and portfolio manager of Relative Yield portfolios. In 2009 he joined Madison Investments, where he continues to work as an equity analyst and portfolio manager of Relative Yield portfolios. John earned his B.S. in Finance and Computer Science, graduating Summa Cum Laude from Northern Illinois University. John earned a Fellowship and MBA from the University of Wisconsin-Madison, including graduating from the University's Applied Security Analysis Program.
Job Titles:
- Investment Specialist - Intermediary
- Member of the Business Development Team
Josh is a member of the Business Development team and is the Investment Specialist covering the West Coast, and the Four Corners for Madison Investments. He has been working in the financial services industry since 2018. Josh earned a BBA in Finance from the University of Wisconsin-Whitewater and is FINRA registered.
Job Titles:
- Associate for Madison 's Business Development Team
- Key Accounts Associate
Kala serves as Sales & Marketing Associate for Madison's Business Development Team. Prior to joining Madison, she worked in marketing and project management for a commercial real-estate and retail firm. Kala earned a degree in communications from the University of Wisconsin-Whitewater.
Job Titles:
- Portfolio Manager, Credit Analyst
Katherine serves as a Portfolio Manager & Credit Analyst for Madison's Reinhart Fixed Income Team. Ms. Doyle joined Reinhart in 1998 and has been working in the financial services industry since 1997. She was previously a Fixed Income Associate and was promoted to Portfolio Manager in 2007. Ms. Doyle holds a BA from Colorado College and an MBA from Marquette University.
Job Titles:
- Administrative Assistant
- Office Coordinator
Kathy is the Administrative Assistant/Office Coordinator for Madison. Prior to joining Madison in 2021, she worked as an Executive Assistant in the Finance Department at Wisconsin Physician Services (WPS). Kathy brings over 20 years of administrative assistant experience for Madison Investments.
Kelly serves as a Performance Associate at Madison and is responsible for updating external databases, providing performance data, and helping with performance composite creation. He graduated from the University of Wisconsin-Madison in 2020 with a BS in Economics.
Kiernan serves as a Key Account Associate for Madison's Business Development team. Before joining Madison, he worked in a financial advisor role for an independent RIA. Kiernan received a degree in finance from the University of Wisconsin-Whitewater.
Job Titles:
- Specialist
- Trade Settlements Specialist
Kyle works in the Finance and Accounting department at Madison Investments. In addition to his accounting responsibilities, he is part of the compliance team at the firm completing a variety of necessary compliance functions. Prior to joining the firm, Kyle was a Senior Audit Associate for a public accounting firm in the real estate and construction industry. He graduated from the University of Minnesota-Duluth with a Bachelor of Accounting degree. He earned his Masters of Business Administration from Capella University.
Job Titles:
- Head of Key Accounts, Regional Investment Director
Leslie Oliversen directs the firm's Key Account efforts and is a Regional Investment Director. In this role, she manages many of the firm's key relationships in the Intermediary Channel. She joined the financial services industry and Madison Investments in 2011. Leslie is on the Madison Foundation Board of Directors, is a member of the firm's Diversity, Equity and Inclusion Committee, and the Sustainable Committee. She holds a BA from Edgewood College in Madison, Wisconsin. Leslie is a FINRA registered Principal.
Lisa joined Madison Investment Advisors in 2002 where she assists the operations team primarily with fixed-income trading activity. She brings to Madison more than 15 years office management expertise. Lisa has a BS in Business Administration from Illinois State University.
Lorrie serves as a Key Account Associate for Madison's Business Development team. Prior to joining Madison in 2022, she worked in project and product management in both the business sector and the volunteer community. Lorrie holds a B.S. in Business Administration from Rockford University.
Mark serves as Madison Investments Chief Financial Officer and is on the firm's Executive Committee. He joined Madison in 2014 and has over ten years of financial services experience. Mark oversees all financial functions of the firm including accounting, tax, treasury, reporting and budgeting. Prior to joining Madison Investments, Mark worked as a finance leader at Broadwind Energy, a research analyst with Baird and a CPA with Deloitte. Mark holds a B.S. in accounting from the University of Wisconsin-Milwaukee.
Matt joined Madison Investments in 2021 and is responsible for the firm's marketing strategy, brand and digital presence, and strategic marketing initiatives. Matt is also a member of the firm's Sustainable Committee. He brings over a decade of financial services marketing experience, most notably as the digital marketing manager for BMO Global Asset Management. Matt holds a BBA from the University of Wisconsin-Whitewater and an MBA from the University of Wisconsin-Milwaukee.
Job Titles:
- Associate Portfolio Manager, Credit Analyst
Matt serves as an Associate Portfolio Manager and Credit Analyst for Madison's Reinhart Fixed Income Team. He holds a BBA in Finance and a Certificate in Investment Management from the University of Wisconsin-Milwaukee.
Matthew serves as a senior analyst on Madison's Mid Cap and Large Cap Team. He started in the financial services industry in 2004 and joined Madison in 2022. Prior to joining Madison, Matthew worked for the Hawk Center for Investment Analysis where he was a Lecturer and Advisor and previously spent over 14 years at Fiduciary Management, Inc. where he was a Portfolio Manager, Senior Equity Analyst and Partner. He graduated from the University of Wisconsin-Madison with a BBA in Finance, Investment & Banking, Economics and French and a Masters of Science in Finance, Investment and Banking. Matthew is a graduate of The University of Wisconsin Applied Security Analysis Program.
Maya serves as a portfolio manager and analyst on Madison's U.S. Equity Team, where she co-manages the Sustainable Equity strategy. Maya also serves on the firm's Sustainable Committee and is President of the Madison Investments Foundation. Maya has over 35 years in the financial services industry and 28 years as a portfolio manager on large cap, high quality portfolios. Maya joined Madison in 2018. Prior to joining Madison, Maya worked as a global sector analyst at Artisan Partners, LLC. Maya also worked as a portfolio manager at Wellington Management for over 16 years, where she managed several strategies, including Large Cap Core, Strategic Growth, and Focused Equity. Before joining Wellington, Maya worked at Firstar Investment Management and Research Co. as a Senior Vice President and Portfolio Manager from 1993 to 1998, where she co-managed the Firstar Growth and Income Fund. In addition to her role at Madison, Maya is a member of the investment committee at Agrace and a member of the Affordable Housing Committee at United Way of Dane county. Maya holds a BBA (Accounting), an MBA (International Business), and an MS (Finance) from the University of Wisconsin-Madison, where she is also a graduate of the Applied Security and Analysis Program.
Michael, CFA, serves as an analyst for Madison's Fixed Income Team. Michael has been working in the financial services industry since 2012 and joined Madison in 2017. He earned his B.S. from the University of Illinois-Urbana-Champaign.
Mike, CFA, serves as a portfolio manager and analyst for Madison's Fixed Income Team, specializing in taxable and tax-free strategies. Mike has been working in the financial services industry since 1987 and joined Madison in 1997. He earned his B.S. in business administration from Valparaiso and his MBA from Indiana University.
Job Titles:
- Head of Reinhart Fixed Income, Portfolio Manager
Michael, CFA, serves as a Head of Reinhart Fixed Income and portfolio manager for Madison's Reinhart Fixed Income Team. Mr. Wachter joined Reinhart in 1997 and has been working in the financial services industry since 1988. Mr. Wachter holds a BBA in Finance and Economics from the University of Wisconsin- Madison and an MBA from Marquette University.
Madison's Mid Cap Equity strategy aims to deliver superior long-term returns while assuming below-average risk. To pursue this, extensive research using time-tested, proprietary tools, is conducted to find companies with sustainable competitive advantages, high returns on capital, durable growth prospects, shareholder-oriented management and strong balance sheets.
Job Titles:
- Investment Specialist - Intermediary
Mindi serves as an Investment Specialist and has been in the financial industry since 2000. Prior to joining Madison, Mindi served as an Investment Associate at BMO Harris Financial Advisors and as an Executive Investment Assistant for Custer Financial Services. Mindi earned her undergraduate degree from the University of Wisconsin - Madison and her MBA from Cardinal Stritch University.
Job Titles:
- Investment Specialist - Institutional
Natalie joins Madison Investment Advisors with 20 years of financial services experience. Since 2000, her career span from operational support to financial planning and advice, and from working with individual investors to institutions. With a significant part of her career as a performance analyst on a Graystone Consulting team of Morgan Stanley Smith Barney, Natalie brings her extensive knowledge of portfolio analytics and reporting as well as relationship management skills to Madison Investment Advisors. Natalie holds BA in English and Literature from the Far Eastern State University in Russia and is FINRA registered. She is fluent in both English and Russian.
Job Titles:
- Head of Multi - Asset Solutions, Portfolio Manager
Patrick serves as Portfolio Manager and Head of Madison's Multi-Asset Solutions Team. Patrick is a member of the firm's Investment Risk Oversight Committee and a board member of the Madison Investments Foundation. Patrick started in the financial services industry in 2000. He joined Madison in 2009 from Members Capital Advisors, where he was a Senior Analyst responsible for managing their asset allocation program. He holds a bachelor's degree in Finance from the University of Wisconsin, graduating with distinguished honors. He is a CFA charterholder.
Patrick is a portfolio manager and analyst on the Madison International Equity Team and is responsible for multi-sector coverage. Prior to joining Madison in 2014, Patrick was part of the Global Equity Team at Hansberger Global Investors. Patrick was an initial founder of the International Equity Team in 1996 when at IndagoCapital Management, an affiliate of Canada Life. As an equity analyst, Patrick is responsible for analysis for the international equity portfolios. Previously, he was involved in quantitative analysis of portfolios, program trading, research technology, database management and performance measurement. He holds a Bachelor of Arts degree in Commerce and Economics from the University of Toronto.
Paul is on the firm's Executive Committee and Investment Risk Oversight Committee. He started in the financial services industry in 1988 and joined Madison in 2005. Paul is also a member of the firm's Board of Directors. Paul was previously the Head of Fixed Income at Madison Investments, MEMBERS Capital Advisors and Duff & Phelps Investment Management. He earned his bachelor's degree in accounting from Michigan State University.
Job Titles:
- Portfolio Manager, Credit Analyst
Peter, CFA, serves as a Portfolio Manager & Credit Analyst for Madison's Reinhart Fixed Income Team. Mr. Altobelli joined Reinhart in 2002 and has been working in the financial services industry since 1995. He was previously a Securities Analyst and was promoted to Portfolio Manager in 2009. Prior to that he was an analyst at Campbell Newman Asset Management, a Milwaukee based investment firm. Mr. Altobelli holds a BBA Finance and Economics from the University of Wisconsin-Madison.
Ray serves as a portfolio manager on Madison's covered call strategy and as an Analyst for Madison U.S. Equity Team. He started working in the financial services industry in 1986 and joined Madison in 2003. Ray began his portfolio management career in Canada as an Investment Officer with a large Canadian trust company before moving to an international equity asset manager where he was an equity analyst and co-managed a number of international mutual fund and institutional mandates including Japanese and emerging market equities. In 2000, Ray moved to the United States and joined Chicago-based Concord Asset Management as a U.S. and international equity analyst. In 2003, he joined the Madison equity team and has co-managed the firm's closed end fund covered call strategy beginning in 2004. Ray has managed the Madison Covered Call & Equity Income Fund since its inception in 2009 and manages all other options-related mandates. Ray earned his B.A. from the University of Western Ontario and completed his CFA certification in 1993.
Job Titles:
- Member of the US Mid Cap Team
- Head of Equities, Portfolio Manager
Rich serves as Head of Equities with oversight of the firm's Equity Teams. He is also a mid-cap and large cap portfolio manager and analyst. Rich started in the financial services industry in 1994 and joined Madison in 1997. Rich is a member of the firm's Executive Committee and Investment Risk Oversight Committees. He earned his J.D. from the University of Louisville and his MBA from Cornell University.
Rob serves as one of Madison's Equity Traders. Prior to joining Madison in 2021, he served as an Equity Trader at Silvercrest Asset Management in Milwaukee. Rob received his degree in Finance from the University of Wisconsin-Milwaukee.
Ryan joined Madison in 2022 where he serves as an operations administrator, primarily working with fixed income trading. Prior to joining Madison, he worked as a financial advisor for Northwestern Mutual. He graduated with a BBA in finance from the University of Wisconsin-Whitewater.
Job Titles:
- Portfolio Manager, Credit Analyst
Sarah, CFA, serves as a Portfolio Manager & Credit Analyst for Madison's Reinhart Fixed Income Team. Mrs. Molitor joined Reinhart in 2009 and has been working in the financial services industry since 2007. She was previously a Fixed Income Associate and was promoted to Associate Portfolio Manager in 2017. Mrs. Molitor holds a BS in Marketing and International Business from Marquette University.
Sarah serves as Madison's Human Resources Manager. Prior to joining Madison, Sarah was the Director of Human Resources for a technology start-up in Madison. A North Dakota native, Sarah was the Executive Team Leader of Human Resources for Target in North Dakota. She has over 9 years of Human Resource experience, as well as 10 years of Leadership experience. Sarah holds a B.A. in Organizational Communication and English Writing from Concordia College in Moorhead, Minnesota.
Job Titles:
- Client Service Administrator
Sherri has served in the client services area of Madison Investment Advisors for more than 30 years and is the firm's longest-term employee aside from Madison's founder. She is vital to Madison as her primary responsibilities include managing the day-to-day operations of quarterly account reporting and fee billing for our regular managed clients.
Steve serves as the firms IT Manager. Before joining Madison Investments, he was the IT Manger with a local mid-sized physicians group. Previous to that, he served as a Regional Technology Coordinator for a top 15 accounting firm. He holds a BS in Management Information Systems and an AS in Finance. Steve has received numerous networking and systems administration certifications over his 15+ years of experience.
Job Titles:
- Chairman of Executive Committee, Chief Distribution Officer
Steve is a principal at Madison Investments and leads the firm in his role as Chair of the Executive Committee. He manages sales, client service and marketing as the firm's Chief Distribution Officer, he also serves as a board member of the Madison Investments Foundation. Steve started in the financial services industry in 1996 and joined Madison Investments in 2003. Prior to joining Madison, he worked in a variety of roles at Coopers & Lybrand, LLC, Strong Capital Management and Hewitt Associates. He holds a B.B.A. from The University of Wisconsin-Madison in Finance and Accounting. Steve earned his CPA designation and is a FINRA registered Principal.
Steven Fredricks - Chief Compliance Officer, Chief Legal Officer
Job Titles:
- Chief Compliance Officer
- Chief Legal Officer
Steve serves as Madison's Chief Legal Officer & Chief Compliance Officer. He joined Madison in 2018 and has over twenty years of experience in the financial services industry, serving in both legal and compliance capacities. He is a member of the firm's Investment Risk Oversight Committee and Enterprise Risk Management. Steve has a B.A. in economics and political science from Marquette University, a J.D. from the Hamline University School of Law, attended the University of St. Thomas Graduate School of Business and completed an international law program at the University of Oslo School of Law. He is a member of both the Massachusetts Bar and the Wisconsin Bar.
Stuart, CFA, CAIA, serves as Portfolio Manager and Investment Analyst for the Multi-Asset Solutions team at Madison Investments. He earned a B.A. in accounting and business management from Luther College. Stuart is a Chartered Financial Analyst (CFA) charterholder, a Chartered Alternative Investment Analyst (CAIA) charterholder, and is FINRA registered.
Job Titles:
- Client Service & Technology Administrator
Sue began working in the financial services industry in 1988, and has been with Madison since 2000. Her primary roles include client administration and accounting support.
Job Titles:
- Client Operations Associate
Taylor works as a Client Operations Associate. Her primary roles include client services and operations support. Taylor joined Madison in 2024, after graduating from the University of Wisconsin- Madison with a B.B.A. in Operations Management, Supply Chain Management, and Marketing.
Job Titles:
- in 2022 As a Senior Compliance Analyst
- Senior Compliance Analyst
Terri Wilhelm joined Madison in 2022 as a Senior Compliance Analyst. She has worked in the financial services and insurance industries since 1992. She previously worked at the State of Wisconsin Investment Board as part of the legal team. She has also worked at Members Capital Advisors and at Cuna Mutual Group, where she coordinated regulatory filings for SEC-registered products and registered investment advisor compliance. Terri graduated from the University of Wisconsin-Whitewater with a B.A. in journalism.
Job Titles:
- Director of Institutional Business Development
Tom is a Director of Institutional Business Development for Madison Investments. Tom has over 25 years of experience in the financial services industry, the most recent fourteen years as director of institutional sales and consultant relations at BMO Global Asset Management and its predecessor M&I Investment Management. Tom previously served as a vice president and senior account executive for Strong Capital Management and began his career as an employee benefits attorney with Reinhart Boerner Van Deuren s.c. Tom holds a JD cum laude from the University of Wisconsin Law School and a BA in political science and economics summa cum laude from Marquette University. In addition, Tom holds the series 7, 24, 63, and 65 securities registrations.
Job Titles:
- Head of International Equity Team, Portfolio Manager
Tom serves as a portfolio manager and multi-sector analyst on the Madison International Equity Team. Prior to joining Madison in 2014, Tom led the Global Equity Team at Hansberger Global Investors, in Toronto. Tom was an initial founder of the International Equity Team in 1996 when at IndagoCapital Management, an affiliate of Canada Life. Tom holds a Bachelor of Commerce degree with distinction from the University of Toronto, Trinity College. While attending the University of Toronto, he was awarded the Martin R. Lindsay Scholarship for performance in advanced finance and a Trinity College Scholarship for overall performance. He is a CFA® charterholder and a member of the CFA Society Toronto.
Job Titles:
- Chief Compliance Officer for MFD Distributor, LLC
Tim serves as Madison's Chief Compliance Officer for MFD Distributor LLC. He has over twenty years of industry experience. He joined Madison in November of 2018. Recently, Mr. McDowell served as Chief Compliance Officer for Jackson National life Distributors, LLC, overseeing the Compliance program for approximately 500 internal and external wholesalers and managing the firm's relationship with FINRA. He graduated summa cum laude with a Bachelor's degree in Finance from Western Illinois University. Mr. McDowell holds FINRA Series 4, 7, 14, 24, 63 and 99 registrations, is a Certified Regulatory and Compliance Professional and Certified Anti-Money Laundering Specialist.
Job Titles:
- Head of Private Client Group
Tim serves as Head of Private Client Group for Madison Investments. In this role, Tim provides investment planning and advisory services to professionals, business owners, families, and individuals. Tim joins Madison with a diversified background of business, legal, and investment expertise. Previously, Tim ran the $700 million Trust Division of National Exchange Bank & Trust in Fond du Lac, WI. Tim graduated from Iowa State University and the University of Iowa College of Law and is a Certified Trust & Financial Advisor. His success in working with clients stems from his ability to break down the financial issues facing each client into an understandable decision-making process and tailoring the investment plan to match the client's financial planning needs, estate planning goals, and emotional peace of mind.
Job Titles:
- Senior Operations Administrator
Prior to joining Madison, Tricia worked at CIGNA Retirement and Investment Services in Dubuque, IA. She is a graduate of the University of Wisconsin-Platteville with a B.A. in economics and business administration with a marketing emphasis.
Ty works in the Finance and Accounting department at Madison Investments. In addition to his accounting responsibilities, he is part of the compliance team at the firm completing a variety of necessary compliance functions. He previously worked at Gorman & Company in the accounting department. Ty graduated from Middle Tennessee State University with a degree in Mathematics.
Job Titles:
- Insurance Portfolio Manager
Mr. Fain joined Madison in 2002 and brings almost three decades of experience managing taxable and tax-advantaged portfolios for insurance companies. Mr. Fain holds a BS in Finance from the University of Rhode Island and an MBA in Finance from Michigan State University. He previously held the position of Vice President of Portfolio Management at a large, multi-line insurance consortium where he managed various affiliated company and external insurance client portfolios and spent several years prior to that managing the treasury operations for a regional property and casualty insurance company.
Job Titles:
- Portfolio Manager, Credit Analyst
William, CFA, serves as a Portfolio Manager & Credit Analyst for Madison's Reinhart Fixed Income Team. Mr. Ford joined Reinhart in 2005 and has been working in the financial services industry since 2005. He was previously an analyst and was promoted to Fixed Income Portfolio Manager in 2010. Prior to that he held multiple analytical roles at United Airlines. Mr. Ford holds a BS and an MS in Industrial Engineering from Stanford University and an MBA from the Kellogg School of Management at Northwestern University.