Our People

Phil Waara, CIPM®

Client Portfolio Manager

Phillip, CIPM, serves as an Client Portfolio Manager on Madison’s Customized Investment Solutions group.  He works with institutional clients developing custom asset allocation solutions, investment policy statements and spending policies.  Phil also chairs Madison’s charity committee. Prior to joining Madison he worked in the institutional group at Wells Capital Management. He has earned B.S. degrees in Actuarial Science and Finance from Concordia University of Wisconsin and holds the CIPM (Certificate in Investment Performance Measurement) designation.  He also is FINRA registered.

  • “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.