Madison’s Multi-Asset Solutions Team builds investment strategies, holistic solutions and individual portfolios that can be tailored to suit a variety of investment mandates, risk-tolerance levels and personal financial goals.
In addition to traditional asset management, the team can provide customers with value-added services such as financial planning, ongoing investment education and portfolio reviews from one of Madison's managers or analysts.
David serves as a portfolio manager for Madison’s Multi-Asset Solutions Team, Managed Account Program and the Madison target allocation funds.
Patrick serves as a portfolio manager for Madison’s Multi-Asset Solutions Team, Managed Account Program and the Madison target allocation funds.
James serves as an analyst for both Madison’s Multi-Asset Solutions Team and Wealth Management Team.
Phillip serves as an investment specialist on Madison’s Customized Investment Solutions group and Multi-Asset Solutions team.
Marian has over 35 years of investment experience, including portfolio management and serving as head of equities. She specializes in customized portfolio management for Madison's high net-worth relationships.
Walter has nearly 30 years of investment experience and develops customized portfolios for Madison’s high net-worth clients. He serves as a portfolio manager on Madison’s covered call strategies.