Experience

Madison Investments

• United States
• Investment Management
• 1 - 100 Employee

• Regional Director - Northeast

  • Mar 2015 - Present

  550 Science Drive, Madison, WI 53711 As 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… Show more As 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. Show less



J.P. Morgan Securities

• Vice President

  • Mar 2008 - Feb 2015

  277 Park Avenue, New York, NY 10172 Investment Product Specialist o Presented strategic allocation recommendations to clients, foundations, and institutions o Managed $600k+ relationship with third party asset allocation tool vendor o Served as member of the Asset Allocation Committee o Liaised w/ JPM Private Bank Portfolio Construction to develop JPMS capital market assumptions o Presented timely thematic ideas and investment recommendations to FAs o Reviewed third party manager strategies and… Show more Investment Product Specialist o Presented strategic allocation recommendations to clients, foundations, and institutions o Managed $600k+ relationship with third party asset allocation tool vendor o Served as member of the Asset Allocation Committee o Liaised w/ JPM Private Bank Portfolio Construction to develop JPMS capital market assumptions o Presented timely thematic ideas and investment recommendations to FAs o Reviewed third party manager strategies and outlook for upcoming quarters w/ PMs o Quarterly visits to JPMS branches to discuss JPM Macro views & third party strategies Portfolio Manager - Philanthropic Planning o Managed donor advised fund (trading, wires, marketing material, etc.) Show less



The Savoir Club - Executive Knowledge Sharing

• United States
• Advertising Services
• 100 - 200 Employee

• Analyst

  • Jun 2007 - Mar 2008

  383 Madison Avenue, New York, NY