Dave is a member of the U.S. Equity Department and a portfolio manager and analyst for the Disciplined Equity and Sustainable Equity strategies. Dave started in the financial services industry in 2004 and joined Madison in 2019. Prior to joining Madison, he worked in various analyst and portfolio manager roles at Lateef Investment Management, Artisan Partners, and Cowen and Company. Dave graduated from the University of California, San Diego, with a BA in Economics, Highest Distinction, and an MBA from the University of California, Berkeley, with certificates in Management of Technology and Entrepreneurship. Additionally, he earned the Certificate in ESG Investing from the CFA Institute.
