Rick has been working in the financial services industry since 1982. He specializes in small cap portfolio management for Madison. His main areas of investment focus are Financial and Industrial sectors. Prior to joining Madison, Rick served on Broadview Advisors’ small cap strategy and all cap strategy as a Portfolio Manager. Prior to that he worked with Fiduciary Management, Cleary Gull Reiland & McDevitt and Stein Roe & Farnham. Rick holds a MS and BA from University of Wisconsin and graduated from the Applied Security Analysis Program.
“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.