Our People

Phil Waara, CIPM®

Investment Specialist

Phillip, CIPM, serves as an investment specialist 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.