Fixed Income Investments and Strategies

Our Philosophy

Madison's Fixed Income Team has a reputation as a leader in bond management which is bolstered by the team's consistent and transparent philosophy of risk management and preservation of capital. 

Exhaustive knowledge of interest rate trends and credit research helps the team navigate through fixed income risks and dynamic markets. 

Our expertise is put to work in a series of conservative high-quality, intermediate, core, corporate, municipal bond and bond ladder portfolios built with a focus on principal preservation and income generation. 

Fixed Income Team

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    Paul Lefurgey, CFA®

    Chief Executive Officer/Head of Fixed Income

    Paul Lefurgey, CFA, serves as Head of Fixed Income for Madison and is the Chief Executive Officer. 

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    Julie Lahtonen

    Fixed Income Trader

    Julie serves as a trader for Madison’s Fixed Income Team. 

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    Jeffrey Matthias, CFA®, CIPM®

    Portfolio Manager

    Jeffrey Matthias, CFA, CIPM, serves as a portfolio manager and analyst for Madison’s Fixed Income Team, specializing in tax-exempt municipal bond portfolios. 

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    Edward Meier

    Portfolio Manager

    Edward serves as a portfolio manager for Madison's Fixed Income Team. 

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    Chris Nisbet, CFA®

    Portfolio Manager

    Chris Nisbet, CFA, serves as a portfolio manager for Madison’s Fixed Income Team, specializing in government and corporate bond portfolios. 

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    Allen Olson, CFA®

    Portfolio Manager/Analyst

    Allen Olson, CFA, serves as a portfolio manager and analyst for Madison’s Fixed Income Team, specializing in corporate-only and credit research. 

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    Michael Peters, CFA®

    Portfolio Manager

    Mike Peters, CFA, serves as a portfolio manager and analyst for Madison’s Fixed Income Team, specializing in taxable and tax-free strategies. 

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    Greg Poplett

    Portfolio Manager, CFA®

    Greg Poplett, CFA, serves as a portfolio manager for Madison’s Fixed Income Team, specializing in government and corporate bond portfolios. 

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    Mike Sanders, CFA®

    Portfolio Manager/Analyst

    Mike Sanders, CFA, serves as a portfolio manager for Madison’s Fixed Income Team, specializing in credit research. 

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    Chris Schroeder

    Fixed Income Analyst

    Chris serves as a credit analyst for Madison’s Fixed Income Team, specializing in high yield. 

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    Alan Shepard, CFA®

    Portfolio Manager/Analyst

    Alan Shepard, CFA, serves as a portfolio manager and credit analyst on Madison’s Fixed Income Team, specializing in corporate only and credit research. 

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    Michael Massel, CFA®

    Fixed Income Analyst

    Michael, CFA, serves as an analyst for Madison’s Fixed Income Team.