Experience

Madden Creek Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Founder & CEO

  • Mar 2015 - Present

  Madden Creek Advisors is an independent registered investment advisor and financial life planning firm dedicated to providing clear and objective financial advice. Our mission is to deliver unbiased and independent advice, while building client loyalty through trust, integrity and unsurpassed service. Credibility is central to our business model, and we were founded on the principle that sound financial advice is free from any conflict of interest. We strive to create long-term relationships with our clients in order to help them reach their life goals. • Discretionary and Non-Discretionary Investment Advisory • Customized Portfolio Services • Concentrated Holdings Services • 144 restricted stock sales, 10b 5-1 plans, and corporate stock option exercise plans. • Asset allocation including liquid alternatives and private investment vehicles. • Real Estate, Timber and Agriculture. • Trust and Estate, insurance liability management. • Philanthropic advisory services Show less


Boston Private Bank & Trust Co.
• Senior Vice President and Senior Investment Advisor

  • May 2013 - Mar 2015

Constellation Wealth Advsors, LLC
• Principal and Senior Investment Advisor

  • Feb 2011 - May 2013

Cypress Wealth Advisors, LLC
• Principal, Senior Investment Advisor

  • Oct 2008 - Dec 2010

Fairview Capital Investment Management
• United States
• Investment Management
• 1 - 100 Employee
• Partner/Portfolio Manager

  • Aug 2006 - Sep 2008

Deutsche Bank Alex. Brown
• United States
• Investment Banking
• 1 - 100 Employee
• Managing Director

  • Jun 1992 - Aug 2006