Madison’s Multi-Asset Solutions Team builds investment strategies, holistic solutions and individual portfolios that can be tailored to suit a variety of investment mandates, risk-tolerance levels and personal financial goals.
In addition to traditional asset management, the team can provide customers with value-added services such as financial planning, ongoing investment education and portfolio reviews from one of Madison's managers or analysts.
David Hottmann, CFA, serves as a portfolio manager for Madison’s Multi-Asset Solutions Team, Managed Account Program and the Madison target allocation funds.
Patrick Ryan, CFA, serves as a portfolio manager for Madison’s Multi-Asset Solutions Team, Managed Account Program and the Madison target allocation funds.
James Genske, CFA, serves as an analyst for both Madison’s Multi-Asset Solutions Team and Wealth Management Team.
Rob Roquitte, CFA, is actively involved with investment strategy on both equity and fixed income portfolios.
Phillip Waara, CIPM, serves as an investment specialist on Madison’s Customized Investment Solutions group and Multi-Asset Solutions team.
Marian Quade, CFA, has over 35 years of investment experience, including portfolio management and serving as head of equities. She specializes in customized portfolio management for Madison's high net-worth relationships.
Walter Dewey, CFA, has nearly 30 years of investment experience and develops customized portfolios for Madison’s high net-worth clients.
Ben leads Madison's Wealth Management Investment Committee, and has earned both a J.D. and MBA. He creates customized asset allocation, financial and investment plans for Madison’s high net-worth clients.
Barb has more than 30 years of experience in the investment industry. Her primary role is supporting Madison’s client services.