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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Haruki Toyama | Portfolio Manager | 2022 | now |
背景介紹 | Haruki serves as a portfolio manager for Madison’s mid-cap strategies and is an equity analyst for Madison’s U.S. Equity Team. Haruki has been working in the financial industry since 1994 and joined Madison in 2014. He earned his B.A. in music and economics from Brown University and MBA from Cornell University. | ||
Joe Maginot | Portfolio Manager/Analyst | 2022 | now |
背景介紹 | Joe serves as a large cap portfolio manager and analyst on Madison’s U.S. Equity Team. He started in the financial services industry in 2012 and joined Madison in 2019. Prior to joining Madison, he was an Investment Analyst at Zuckerman Investment Group. Joe earned his B.A. in chemistry and minor in economics from Indiana University. | ||
Rich Eisinger | Co-Head of Investments, Portfolio Manager/Analyst | 2019 | now |
背景介紹 | Rich serves as a mid-cap and large cap portfolio manager and analyst on Madison’s U.S. Equity Team. He is one of the Principals at Madison Investments and is Co-Head of Investments with a focus on the firm’s Equity Teams. He started in the financial services industry in 1994 and joined Madison in 1997. Rich is also a member of the firm’s Executive and Investment Risk Management Committees as well as the Board of Directors. He earned his J.D. from the University of Louisville and his MBA from Cornell University. | ||
Matt Hayner | Portfolio Manager | 2012 | 2022 |
背景介紹 | Matt is a Portfolio Manager and member of the Chicago investment team concentrating on equity research and analysis. He’s a practitioner of the investment philosophy pioneered by Benjamin Graham and further developed by Warren Buffett and Charlie Munger. Prior to joining Kovitz, Matt was a portfolio manager for Madison Investments for 20 years where he served as lead manager on the firm’s U.S. equity large cap strategy. Before entering the investment industry, Matt utilized his chemistry education in a product development role for a Fortune 500 company. He holds a BS in chemistry from Eastern Illinois University, an MBA from University of St. Thomas, and is a CFA® Charterholder. Matt lives on the North Shore of Chicago with his family where they enjoy living in close proximity to Lake Michigan. | ||
Adam Sweet | Vice President | 2016 | 2019 |
背景介紹 | Adam serves as an associate portfolio manager for Madison’s U.S. Equity Team. Adam has been working in the financial services industry since 2007 and joined Madison in 2009. He earned his B.S. in computer and electrical engineering and MBA from the University of Wisconsin-Madison. | ||
Jay Sekelsky | - | 1990 | 2017 |
背景介紹 | Jay Sekelsky was the CIO of Madison Investments and portfolio manager of the Madison Large Cap Equity strategy. Jay retired in September 2018. | ||
David D. Halford | Member | 2010 | 2012 |
背景介紹 | Mr. Halford is a member of Madison's equity management team, specializing in the technology and energy sectors. Prior to joining Madison in 2000, he was an equity portfolio manager for the Wisconsin Alumni Research Foundation and before that, with Firstar Investment Research and Management. Mr. Halford holds both a BS and MBA degree from the University of Wisconsin. | ||
Matt Hayner | Portfolio Manager | 2008 | 2010 |
背景介紹 | Matt is a Portfolio Manager and member of the Chicago investment team concentrating on equity research and analysis. He’s a practitioner of the investment philosophy pioneered by Benjamin Graham and further developed by Warren Buffett and Charlie Munger. Prior to joining Kovitz, Matt was a portfolio manager for Madison Investments for 20 years where he served as lead manager on the firm’s U.S. equity large cap strategy. Before entering the investment industry, Matt utilized his chemistry education in a product development role for a Fortune 500 company. He holds a BS in chemistry from Eastern Illinois University, an MBA from University of St. Thomas, and is a CFA® Charterholder. Matt lives on the North Shore of Chicago with his family where they enjoy living in close proximity to Lake Michigan. | ||
Rich Eisinger | Co-Head of Investments, Portfolio Manager/Analyst | 2000 | 2010 |
背景介紹 | Rich serves as a mid-cap and large cap portfolio manager and analyst on Madison’s U.S. Equity Team. He is one of the Principals at Madison Investments and is Co-Head of Investments with a focus on the firm’s Equity Teams. He started in the financial services industry in 1994 and joined Madison in 1997. Rich is also a member of the firm’s Executive and Investment Risk Management Committees as well as the Board of Directors. He earned his J.D. from the University of Louisville and his MBA from Cornell University. | ||
Frank E. Burgess | president and CIO | 1978 | 2000 |
背景介紹 | Burgess is the president and chief investment officer of Madison Investment Advisors, the company he founded in 1974. Previously, he spent seven years at the M&I Bank of Madison, Wisconsin. |
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