9/3/2023 0 Comments Regional finance madison wi![]() ![]() I had to raise my voice and ask aggressively for the company name as she kept repeating her first name and trying to carry on with the script. This website is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.We put out feelers for a re-finance and we were contacted the next day by a woman from Reg Finance at 90 who gave her name but kept talking over me the 6 times I asked what company she was calling from. ![]() Investment returns and principal value will fluctuate. ![]() Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Past performance is no guarantee of future results. ![]() Madison’s toll-free number is 80.Īny performance data shown represents past performance. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Securities and Exchange Commission as a broker-dealer and is a member firm of the Financial Industry Regulatory Authority. MFD Distributor, LLC is registered with the U.S. Madison Funds are distributed by MFD Distributor, LLC. MAM and MIA are registered as investment advisers with the U.S. “Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”). Ontario and completed his CFA certification in 1993. Ray has managed the Madison Covered Call &Įquity Income Fund since its inception in 2009 and manages all other Madison equity team and has co-managed the firm’s closed end fund covered call InĢ000, Ray moved to the United States and joined Chicago-based Concord Asset Institutional mandates including Japanese and emerging market equities. Was an equity analyst and co-managed a number of international mutual fund and Trust company before moving to an international equity asset manager where he Management career in Canada as an Investment Officer with a large Canadian Services industry in 1986 and joined Madison in 2003. Serves as a portfolio manager on Madison's covered call strategy and as anĪnalyst for Madison U.S. John earned a Fellowship and MBA from the University of Wisconsin-Madison, including graduating from the University’s Applied Security Analysis Program. in Finance and Computer Science, graduating Summa Cum Laude from Northern Illinois University. In 2009 he joined Madison Investments, where he continues to work as an equity analyst and portfolio manager of Relative Yield portfolios. John Joined CUNA Mutual Group in 1998 as an equity analyst and portfolio manager of Relative Yield portfolios. In 1994 he joined Montgomery Asset Management as a partner and portfolio manager of Relative Yield portfolios. Prior to joining Madison, he worked as a Registered Representative for Charles Schwab in 1983, as an equity analyst for The Bank of California starting in 1986 where he managed equity portfolios through the crash of 1987, and started managing Relative Yield portfolios in 1988. John started working in the financial services industry in 1983 and he joined Madison in 2009. John serves as a portfolio manager on Madison's Dividend Income strategy and as an analyst on the Madison U.S. Maya holds a BBA (Accounting), an MBA (International Business), and an MS (Finance) from the University of Wisconsin-Madison, where she is also a graduate of the Applied Security and Analysis Program. In addition to her role at Madison, Maya is a member of the investment committee at Agrace and a member of the Affordable Housing Committee at United Way of Dane county. as a Senior Vice President and Portfolio Manager from 1993 to 1998, where she co-managed the Firstar Growth and Income Fund. Before joining Wellington, Maya worked at Firstar Investment Management and Research Co. Maya also worked as a portfolio manager at Wellington Management for over 16 years, where she managed several strategies, including Large Cap Core, Strategic Growth, and Focused Equity. Prior to joining Madison, Maya worked as a global sector analyst at Artisan Partners, LLC. Maya has over 35 years in the financial services industry and 28 years as a portfolio manager on large cap, high quality portfolios. Maya also serves on the firm’s Sustainable Committee and is President of the Madison Investments Foundation. Equity Team, where she co-manages the Sustainable Equity strategy. Maya serves as a portfolio manager and analyst on Madison’s U.S. ![]()
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