Ian Joyce Email & Phone Number

As a portfolio manager and alternatives sourcing manager at Resonant Capital Advisors, I lead the alternatives team’s initiatives in screening and underwriting new private investment opportunities and work with the program’s director in portfolio oversight. As a member of the marketable investment team, I serve as a portfolio manager and advisor within client relationships and help manage the firm’s internal large-cap and mid-cap equity strategies.

Madison, Wisconsin, United States

Member of public markets investment committee that oversees the marketable side of client portfolios, as well as working to source and underwrite private investment opportunities (private real estate, private equity, private credit, etc.) for clients.

Madison, Wisconsin Area

• Handle day-to-day logistical management of fund’s portfolio of roughly 50-70 companies – coordinate daily trades, track position and market news, monitor global equity and bond markets, monitor interest rate levels and fund’s categorical exposure• Research and analysis of portfolio companies and potential investments – covering quarterly earnings reports for portfolio companies and watch list companies, analyze earnings, write up summaries and recommendations, keep financial packages up-to-date and analyze opportunities to grow/reduce positions based on micro or macro factors

Madison, Wisconsin Area

Rotational training program that included time in Credit Analysis, SBA Loan Underwriting, Deposit Operations, Loan Operations, Treasury Management Support, HR, the Asset Based Lending audit team, a 4-month Loaned Executive program with the United Way of Dane County where I acted as a Portfolio Manager, and joint calling with the Commercial Lending Team. The experience I gained through this program was immensely valuable to me and the great people at First Business made my experience as good as it was.

Madison, Wisconsin Area

Worked as a portfolio manager for UWDC for 17 weeks in the professional services division, handling roughly 40 relationships with law firms, accounting firms, financial advisers, and health care facilities during their United Way campaigns. I made many awesome connections in these various industries, worked on portfolio management skills, practiced sales skills and public speaking all while driving efforts towards giving back to the Dane County community.

Madison, Wisconsin Area

I spread financial data into company software, analyzed credit worthiness of commercial clients, and helped First Business become current on financial data. I also worked with commercial lenders, preparing balance sheets and income statements, cash flow and collateral worksheets, and borrowing base certificates for their credit presentations. Towards the end of my internship I completed an individual research project on future business development opportunities and economic trends for the Bank President and Senior Vice President of Commercial Lending/Business Development.

Madison, Wisconsin Area

Two summers of painting, crew management and new customer recruitment

Bachelor’S Degree, Public Policy

Activities and Societies: Varsity Basketball, Captain of Varsity Basketball, Order of the "C", Joseph Stampf Medal Recipient

High School

Activities and Societies: Captain's Table, Honor Roll, National Honor Society, Varsity Football, Varsity Basketball