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, Multi-Asset Portfolios and the Madison target allocation funds.
Maya Bittar, CFA, specializes in customized portfolio management for Madison's private client relationships.
Dave, specializes in customized portfolio management for Madison's private client relationships.
Patrick Ryan, CFA, serves as a portfolio manager for Madison’s Multi-Asset Solutions Team, Managed Account Program and the Madison target allocation funds.
Rob Roquitte, CFA, is actively involved with investment strategy on both equity and fixed income portfolios.
Phillip Waara, CIPM, serves as an Client Portfolio Manager on Madison’s Customized Investment Solutions group and Multi-Asset Solutions team.
Marian Quade, CFA, has over 40 years of investment experience, including portfolio management and serving as head of equities. She specializes in customized portfolio management for Madison's private client relationships.
“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.