Credit Union Investment Management
Through long-standing partnerships with credit union executives, we understand the unique investment challenges credit unions face. Our experienced credit union investment team becomes an extension of your staff, leveraging our scale and resources to manage your credit union’s portfolio.
Madison’s Credit Union Investment Management Team delivers fixed income and equity strategies that address total benefits pre-funding, charitable donation account, and NCUA Part 703 investment needs. We provide clients with objective, fee-based advisory services (commission-free) that fit within their balance sheet risk profiles.
Our investment advisory services save time, facilitate regulatory compliance and provide the opportunity for enhanced portfolio yields through risk management and portfolio optimization within investment policy guidelines.
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Meet the Team
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Investment Strategies & Solutions
Other Customized Solutions strategies
Private Client
Total Benefits Pre-Funding
Discretionary investment management solutions including fixed income and equities strategies offer the potential to increase investment income and offset the cost of employee benefits.
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Charitable Donation Accounts
Discretionary investment management solutions including fixed income and equity strategies offer the potential to increase investment income and enhance your charitable giving.
Read MoreInvestment Advisory Services
Non-discretionary investment advisory services tailored to your unique balance sheet risk profile, ALM, liquidity and investment policy needs.
Read MoreCredit Union Investment Management Team
Jeffrey Matthias, CFA®, CAIA®, CIPM®, CFP®
Portfolio Manager
Patrick Ryan, CFA®
Head of Multi-Asset Solutions, Portfolio Manager
Alan Shepard, CFA®
Portfolio Manager/Analyst
Stuart Dybdahl, CFA®, CAIA®
Investment Analyst
Bob Lindner
Director of Credit Union Business Development
David, CFA, serves as a portfolio manager for Madison’s Multi-Asset Solutions Team, Multi-Asset Portfolios and the Madison target allocation funds. David has been working in the financial services industry for over 25 years; he joined Madison in 2009. He earned his BBA in accounting & finance from the University of Wisconsin-Madison. David is a member of the Investment Strategy Committee.
Jeff, CFA, CAIA, CIPM, CFP, serves as a portfolio manager and analyst for Madison’s Fixed Income Team, specializing in tax-exempt municipal bond portfolios. Jeff has been working in the financial services industry since 1987 and joined Madison in 2011. He earned his B.S. in finance from the University of Wisconsin-Platteville and his MBA in finance from the University of Wisconsin-Whitewater.
Patrick, CFA, serves as a portfolio manager for Madison’s Multi-Asset Solutions Team, Multi-Asset Portfolios and the Madison target allocation funds. Patrick has been working in the financial services industry since 2000 and joined Madison in 2009. He earned his BBA in finance from the University of Wisconsin-Madison.
Alan, CFA, serves as a portfolio manager and credit analyst on Madison’s Fixed Income Team, specializing in corporate only and credit research. Alan has been working in the financial services industry since 1988 and joined Madison in 2011. He earned his B.S. in finance and economics from the University of Delaware and his MBA from the University of Wisconsin-Madison, specializing in the Applied Security Analysis Program.
Stuart, CFA, CAIA, is an Investment Analyst for the Multi-Asset Solutions team at Madison Investments. He earned a B.A. in accounting and business management from Luther College. Stuart is a Chartered Financial Analyst (CFA) charterholder, a Chartered Alternative Investment Analyst (CAIA) charterholder, and is FINRA registered.
Bob is Director of Credit Union Business Development. He has more than 20 years of industry experience. Prior to joining Madison, he was Director of Managed Accounts at CUNA Mutual Group. Bob was also responsible for Investment Advisory Services at MEMBERS Capital Advisors. He holds a BBA in Marketing from University of Wisconsin and an MBA from Edgewood College and is FINRA registered.
“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”), which also includes the Madison Scottsdale office. MAM and MIA are registered as investment advisers with the U.S. Securities and Exchange Commission. Madison Funds are distributed by MFD Distributor, LLC. 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. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Madison’s toll-free number is 800-767-0300.
Any performance data shown represents past performance. Past performance is no guarantee of future results.
Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate.
This website is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.
Any performance data shown represents past performance. Past performance is no guarantee of future results.
Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate.
This website is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.