Edward is the lead portfolio manager of Madison’s Credit Union Investment Management team. He is also a member of the Fixed Income team, which manages several active and laddered strategies. Edward focuses on building custom investment solutions with his credit union clients, many of which he has had long relationships with.
Prior to joining Madison in 2016, he spent more than ten years at CUNA Mutual Group’s registered investment advisor, MEMBERS Capital Advisors, as a Sr. Portfolio Manager. There he led the efforts building and managing Credit Union Investment Advisory Services, while directly overseeing assets under management of $1.2 billion.
With twenty-five years of experience, Edward has a broad expertise in fixed income asset classes. In addition to managing credit union investment portfolios, he has managed Insurance, Pension and Charitable Trust portfolios. Prior to his time at MEMBERS Capital Advisors, he managed a $7 billion Mortgaged-Backed Securities and a $2 billion Asset-Backed Securities portfolios for AEGON USA Investment Management.
Edward has been a featured speaker at NASCUS, Credit Union Leagues and CUNA Councils events and has penned articles for the CU Times and CUES publications. He assisted the North Carolina Credit Union League in rewriting State Chartered Credit Union permissible investment language, adopting broader Corporate Credit parameters. In 2012, his passion for the Credit Union movement was highlighted while at CUNA Mutual Group, he was awarded the prestigious “Values in Practice” honor by CUNA Mutual Group’s President, an honor designated for top employees who emulate the “core values” of CUNA Mutual Group. Edward also volunteered by serving on the board of Dane County Credit Union for several years.
Edward is a graduate from Indiana University- Bloomington, B.A. Economics, and holds a MBA from DePaul’s Kellstadt Graduate School of Business.
“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC, and Madison Investment Advisors, LLC, which also includes the Madison Scottsdale office. Madison Funds are distributed by MFD Distributor, LLC. Madison is registered as an investment adviser with the U.S. Securities and Exchange Commission. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer, and is a member firm of the Financial Industry Regulatory Authority.
Madison Investments shares all personnel and resources at their Madison, Wisconsin location. Statistical data is for the consolidated Madison organization. The Madison organization consists of its holding company, Madison Investment Holdings, Inc. and its affiliates: Madison Asset Management, LLC; Madison Investment Advisors, LLC; and Hansberger Growth Investors, LP. Asset information presented includes non-discretionary assets. Refer to each entity’s Disclosure Brochure for more information.