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Alan Shepard
Vice President / Portfolio Manager at Madison Investments
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Work Experience
2010 - Present · 15 years
Vice President / Portfolio Manager
2013 - Present · 12 years
Vice President / Fixed Income Analyst
2010 - Present · 15 years
Homestyle Soft Furnishings
Owner / General Manager
2002 - 2008 · 6 years
Company Details
51-200 Employees
Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974. In that time, Madison has grown from a local firm into a manager entrusted with approximately $28 billion in assets across a suite of mutual funds, active ETFs, managed accounts and customized portfolios. The catalyst for Madison’s growth has been a management style that looks beyond short-term trends, emphasizing the performance of investments over full market cycles. Our highly-credentialed portfolio managers, analysts and traders share a belief in high-conviction, risk-conscious investing, and have the autonomy to shape this approach within their own investment teams. These distinct teams include U.S. Equity, Fixed Income, Multi-Asset Solutions, and International Equity. In addition to the separately managed accounts overseen by these teams, Madison Investments builds customized portfolios and solutions for institutions and non-profits.
Year Founded
1974
Social Media
Linkedin
Industry
Investment Management
HQ Location
550 Science Dr Madison, Wisconsin 53711, US
Keywords
Fixed IncomeU.S. EquitiesMulti-Asset SolutionsInternational EquityCovered Call
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