Vice President & Portfolio Manager
Madison, Wisconsin
In my work at Madison I created customized asset allocation, financial, investment, education and philanthropic plans for the firm’s private clients. My core clientele are business owners (including multigenerational families), and also include real estate, scientific, legal, medical and other professionals as well as professional athletes. I pride myself on developing close, trusted relationships with my clients, helping them answer questions and solve problems, and providing them with informed, unbiased and fiduciary advice. I often work closely with their tax and legal advisors in closely-coordinated service and advisory efforts. As a native of Wisconsin, it is an honor to work with some of our community's most successful and innovative people and families. I led the Investment Committee for Madison’s Customized Investment Solutions (Institutional, Asset Allocation and Private Wealth Management) group, a role that included oversight of external strategies used in client portfolios. I have analyzed and advised clients on more than fifty real estate and private equity investment opportunities. With colleagues, I developed a methodology to integrate performance reporting on these assets together with clients' portfolios of marketable securities. I helped spearhead the evaluation and implementation of cloud-based software to provide clients with data aggregation, integration, performance reporting, benchmarking and document storage. I have closely observed the development of the independent Registered Investment Advisor (RIA) industry as it has grown and developed in recent years and have enjoyed working with peers and professionals across the country who are leading efforts to benefit clients and advance our industry. Disclosure: This is my personal LinkedIn page and is not sponsored or maintained by Madison Investment Advisors or its affiliates.