Regional Investment Director - Northeast
CurrentAs the Northeast Regional Director for Madison Investments, I manage business development opportunities and sales distribution in 10 U.S. states as well as 4 Canadian provinces, focusing on expanding the Madison Investments brand and growing the firm’s assets under management. I am responsible for educating financial advisors and consulting groups on Madison’s product set, highlighting investment solutions within their asset allocation, and effectively communicating investment themes and portfolio information. My sales focus is on Madison’s Separately Managed Account (SMA) and Mutual Fund (MF) strategies within the Broker Dealer (BD), Registered Investment Advisor (RIA), and Credit Union channels.Required Compliance Disclosure: This is my personal LinkedIn page and is not sponsored or maintained by Madison Investment Advisors.